Strategic Finance Lead

About the Company

Valon is building the AI-native operating system for regulated finance starting with mortgage servicing.

Were a Series C company backed by a16z transforming industries that others have written off as too complex to innovate.

Rather than build on top of broken legacy systems we took a different approach: we built and operate our own mortgage servicing business managing $110 billion in loans. This wasnt the end goal it was how we deeply understood the complexity needed to build software that actually works in regulated industries.

The results speak for themselves. Weve transformed mortgage servicing from a 0% margin business into 60% margins while dramatically improving customer experience. Major enterprise contracts are now deploying across the industry.

ValonOS is our unified platform that makes every process structured and programmable and it is perfectly positioned for the AI era. When everything flows through one system with rich data AI agents dont just automate tasks they continuously improve entire operations. Mortgage servicing is just the beginning of our vision to transform regulated industries and beyond.

About the Role

Were hiring a Strategic Finance Lead to be the COOs right-hand and take full ownership of our strategic finance and executive/board-facing materials. This person will build and run our forecasting and KPI cadence drive annual planning and headcount strategy and produce board-ready narrative memos. Theyll also support fundraising execution for potential future fundraises ensuring the deck model data room and investor Q&A are in excellent shape without requiring constant CEO/COO involvement.

This is a high-leverage role for someone who is both analytically elite and highly proactive someone who doesnt wait to be told whats needed and can get to answers fast with imperfect data.

Responsibilities

1) Board & Executive Communication

• Draft close-to-final board memos: narrative KPI interpretation decision points and recommendations

• Create & maintain the board deck / materials (KPIs strategic updates operating cadence)

• Drive consistent executive reporting so leadership can make decisions quickly and confidently

• Translate messy operational realities into clear concise storytelling

2) Planning Budgeting and Runway Strategy

• Own annual planning: budget headcount plan and cross-functional alignment

• Build and maintain a driver-based operating plan tied to funnel metrics

• Run scenario planning and sensitivity analysis (base / upside / downside)

• Be the source of truth on runway burn and capital planning

3) Financial Modeling & Business Insights

• Build/own a robust 3-statement model (IS/BS/CF)

• Own unit economics and cohort-based modeling; deeply understand payback margins retention

• Partner with operators to diagnose variance identify risks/opportunities and drive action

• Build analysis that helps leadership resolve debates faster (what matters why what we do next)

4) Fundraising Support

• Support fundraising execution: deck/model narrative investor Q&A prep data room organization

• Maintain fundraising-ready metrics and materials so the CEO/COO arent reinventing everything

• Help with valuation comps capital structure and fundraising mechanics

5) Finance Ops / Close Coordination

• Coordinate close/reporting ensuring data integrity and consistent KPI definitions

• Work with accounting/finance ops to ensure we have clean timely financials and reporting cadence

• Build systems so finance isnt heroic its predictable

6) Strategic Special Projects / BizOps

• Own ambiguous high-importance projects that touch strategy operations and execution

• Partner across teams to drive outcomes not just analysis

• Be a force multiplier for COO

Must-Haves

• Exceptional financial modeling (3-statement driver-based cohorts scenarios sensitivities)

• Ability to translate analysis into crisp storytelling (memos decks exec communication)

• High ownership: you run workstreams end-to-end without handholding

• Comfort operating in ambiguity with imperfect data

• Strong judgment and ability to make the call when needed

• Well versed in AI and advanced analytics with experience leveraging automation and data-driven insights to inform financial strategy and business planning

• Can be scrappy and fast while still producing polished board/investor-grade output

• Strong cross-functional collaboration (can push align and unblock)

Nice-to-Haves

• Experience with high-growth fundraising and board prep

• Pricing and packaging strategy experience

• Fintech / mortgage domain familiarity (nice not required)

Working Style

• High intensity high ambiguity environment (expect 5060 hours/week)

• We value direct communication respectful disagreement is encouraged

• You will be trusted with significant autonomy

The Type of Person Who Thrives Here

• You love being the person who makes chaos legible

• You can dive deep into numbers and write a narrative that makes executives nod

• You dont wait you hunt down answers build the right model and move the work forward

• Youre comfortable being the adult in the room on finance/strategy workstreams

• You take pride in being safe hands: leadership relaxes because youre on it

Throughout the interview process please remember that emails will only be from email addresses. We will never ask for any personally identifiable information during the interview process itself. Please reach out to if you have any requests to verify the authenticity of an outreach.

Valon is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race color sex religion sexual orientation national origin disability genetic information pregnancy or any other protected characteristic as outlined by federal state or local laws. Valon makes hiring decisions based solely on qualifications merit and business needs at the time.