Senior Manager​/Director - Finance and Strategy

Senior Manager/ Director - Finance and Strategy

Senior Manager/Director, Finance & Strategy

Are you a strategic finance leader who thrives at the intersection of data, people, and big decisions? Do you enjoy rolling up your sleeves in financial modeling one minute and presenting to executives the next? Are you excited to influence how a fast-growing company plans, invests, and scales for long‑term success?

If so, we invite you to be a part of our innovative team.

As a Senior Manager or Director (DOE) in Ridgeline’s Finance & Strategy organization, you’ll be a key partner to leaders across Product, GTM, and G&A, shaping how the business allocates resources, makes decisions, and measures success. You will lead, coach, and develop a team of analysts while driving financial strategy and operational clarity. This role requires a sharp analytical mind, strong executive presence, and deep understanding of how to connect financial data to real‑world outcomes.

Working in a dynamic environment with cutting‑edge technologies—including tools like ChatGPT—you’ll influence decisions that define Ridgeline’s trajectory.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high‑performing culture.

If this excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

• Lead and develop a high‑performing team of FP&A analysts, fostering a culture of growth, accountability, and collaboration
• Act as a strategic advisor to senior leaders across Product, GTM, and G&A, delivering insights that influence planning and execution
• Own and evolve Ridgeline’s forecasting, budgeting, and scenario modeling processes, ensuring alignment with long‑term goals
• Manage the company wide annual operating plan, supporting clarity and cross‑functional accountability
• Build and maintain financial systems, tools, and KPI frameworks that empower data‑driven decisions
• Partner with Strategy/Ops to drive automation and improve the quality and reliability of financial data
• Deliver compelling, executive‑ready analysis that highlights what matters and recommends clear actions
• Connect operational plans with financial outcomes through partnership, analysis, and structured insight
• Push forward a mindset of ownership, transparency, and continuous improvement across the Finance & Strategy function

• 8–12+ years of progressive experience in FP&A or Strategic Finance within SaaS or technology companies
• Proven ability to influence senior stakeholders (e.g., CTO, CRO) with clarity, confidence, and data
• Hands‑on experience with financial modeling, forecasts, scenario analysis, and executive reporting
• Demonstrated success managing and mentoring a team of analysts or managers
• Expertise with FP&A tools (e.g., Adaptive Planning, Workday) and passion for scaling infrastructure
• Strong analytical and communication skills, with the ability to simplify complexity and tell clear financial stories
• High emotional intelligence and a track record of building trusted cross‑functional partnerships
• Experience thriving in fast‑paced, ambiguous environments with a bias toward action and continuous improvement

• Background in investment management or enterprise SaaS
• Experience with pricing, headcount modeling, or product economics
• Familiarity with BI tools and dashboard development
• Comfort working with executives and board‑level stakeholders

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co‑founder of both People Soft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry…