drjobs Director of Analytics & Strategic Finance (CFO-Track)

Director of Analytics & Strategic Finance (CFO-Track)

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1 Vacancy
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Job Location drjobs

New York City, NY - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

At Advocate we dont just push paperwe push boundaries. We dont wait for changewe build it. And were inviting you to build with us. Our mission is clear: fix federal government access from the outside in. By cutting through red tape and leveraging technology and empathy at scale were making sure millions of Americans get the benefits they deservefaster more efficiently and with dignity.

Were looking for a relentless finance-and-data operator to step in as Director of Analytics & Strategic Financea partner to our CEO who thrives on financial modeling business intelligence and execution. This isnt just a role; its a CFO-track opportunity for someone ready to own the financial backbone of a fast-scaling company. Youll be the engine behind our financial and operational analytics systemsbuilding models forecasts and dashboards that shape how we scale with discipline and impact.

What Youll Own

    • Financial Modeling & Analysis Build and maintain world-class models run scenario analyses and generate insights that drive strategic and fundraising decisions.
    • Forecasting & Planning Own FP&A including revenue forecasts unit economics and long-range planning that inform company strategy.
    • Operational & Marketing Analytics Develop and own the core suite of dashboards that track the entire client lifecycle from initial lead to case resolution. This includes monitoring key metrics like CAC by case stage channel quality and lead-to-stage funnel velocity.
    • Business Intelligence & Reporting Design and implement dashboards and reporting systems (BI tools SQL Sheets) that turn raw data into actionable insights.
    • Strategic Finance Projects Lead fundraising support investor materials financial diligence and capital strategy alongside the CEO.
    • Cross-Functional Finance & Analytics Partnering Collaborate across operations marketing and product to tie financial and data strategy directly to execution.

Who You Are

    • 35 years of relevant experience in investment banking venture capital FP&A or corporate finance. Youve built complex models stress-tested assumptions and delivered analysis that influenced big decisions.
    • Crusher modeleryoure exceptional in Excel/Sheets able to build audit and adapt models that stand up to scrutiny.
    • Data-driven problem solveryou can pull manipulate and interpret data using BI tools or SQL to find clarity fast.
    • Strategic communicatoradept at distilling complexity into clear stories using PowerPoint Figma or a sharp memo.
    • Builder mindsetyou dont just analyze problems you solve them fast and effectively.
    • Future leaderyou see this as the pathway to Head of Finance/CFO and are eager to grow into that responsibility.
We march forward no matter the obstacles. We take on challenges others shy away from because we know big change starts with bold action. Youre not here for a jobyoure here for a mission. You see bureaucracy and inefficiency as puzzles to be solved and you wont stop until weve built a better system for millions of people.

This is a fully hybrid remote position with monthly expectations to collaborate with the NYC based CEO in person. Advocate is an equal opportunity employer and we value diverse perspectives both in and outside the workplace.
If this is speaking your language dont waitdrop an email to and tell us how youre ready to help change one million lives.

Required Experience:

Chief

Employment Type

Full Time

Company Industry

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