Strategic Finance
At a glance
Mid-level FP&A role at Nooks. San Francisco · full-time · $180,000–$235,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Set company KPI targets with leaders, review results monthly and help teams act when performance veers off plan
- Build dashboards and AI-enabled finance workflows that give executives a dependable view of business performance
- Model unit economics across customer groups, cohorts and sales motions to guide investment and growth choices
- Work with Sales, RevOps and Marketing on quota planning, team capacity, sales efficiency and pipeline analysis
- Lead finance projects such as scenario planning and pricing economics, while contributing to board materials and fundraising
What you bring
- Four to seven years in strategic finance, FP&A or corporate finance at a fast-growing SaaS or AI business
- Strong financial modeling skills and command of SaaS measures, unit economics, P&L and cash connections
- Hands-on experience building with AI tools for finance, plus strong Excel and Google Sheets skills
- Clear executive communication and a record of turning analysis into business results
Who this fits
This suits a hands-on finance professional who wants to shape decisions beyond planning, partnering with the VP Finance and senior leaders. The role is based in San Francisco and hybrid.
From the employer
About Nooks.ai:
Nooks is an applied AI lab building the Agent Workspace for GTM. We design AI agents that operate across the full sales action set, from account strategy to prospect research and outreach. Building 0→1 has never been easier, but selling at the speed of the market remains the last frontier for AI. Our mission is to 10x every seller by automating the busywork so they can focus on what humans do best: closing deals.
Today, over 2000 customers run on Nooks, including Notion, HubSpot, Cursor, and Rippling. We've raised over 70M USD from top VCs like Kleiner Perkins, and we've at least tripled ARR each year for 3 years running.
About the role
Nooks is hiring a Strategic Finance professional in San Francisco to turn our financials into insights & decisions. You will own the company's KPI framework, drive unit economics, manage strategic initiatives, and partner with leaders to drive results.
Working directly with the VP Finance & senior leadership, you'll lead high-impact special projects across Finance, GTM efficiency, fundraising and new initiatives. This role sits adjacent to FP&A: FP&A builds the plan, and Strategic Finance works with them on execution, insights, and strategic decision making. You’ll be hands on, given significant ownership from Day 1, and be trusted to drive real change in our next phase of electric growth.
What you'll do
Own and drive company KPIs
Own Nooks' KPI framework and drive insights. Flag risks early and partner with department leaders on the actions that move the number
Set targets with leaders and hold a regular operating cadence (monthly business reviews) that tracks progress against plan
Build the dashboards and AI-powered workflows that give leadership a single, trusted view of the business
Shape business strategy
Be a thought partner to the VP Finance and the executive team on growth strategy, capital allocation and investment trade-offs. Drive narratives.
Build unit economics by segment, customer cohort and go-to-market motion to decide where we lean in
Partner with Sales, RevOps, and Marketing on quota and capacity planning, GTM efficiency, and Pipeline analysis
Own key parts of board and investor materials, and support fundraising and investor diligence
Work with FP&A and Accounting so that variance analysis leads to decisions & action, not just explanations
Run high-impact, cross-functional projects from 0->1, including scenario planning, commissions design, pricing economics, and other initiatives
About you
4–7 years in strategic finance, FP&A or corporate finance at a high-growth SaaS or AI company
Expert financial modeling
Outcomes-focused and a track record of driving real results. You challenge assumptions and ask why
Fluency in SaaS metrics and unit economics, and how they connect to the P&L and cash
Strong written and oral executive and inter-department communication skills. You can drive a narrative and be a strong business partner
Hands-on building experience with AI tools in finance
Strong Excel and Google Sheets skills. SQL, database, and a BI tool (Looker, Power BI, Hex or similar) are a strong plus
High ownership, self-driven, and comfort in a fast-paced, rapid growth environment
Experience in sales tech, GTM software or usage- and consumption-based pricing
Exposure to fundraising, board reporting or investor diligence
Equal Employment Opportunity Statement
Nooks is an equal opportunity employer committed to fostering a diverse and inclusive workforce. We believe in providing equal employment opportunities to all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by law.
Nooks does not discriminate in hiring, promotion, compensation, or any other employment practices, and we are committed to ensuring a workplace that is free from discrimination, harassment, and retaliation. We encourage individuals from all backgrounds to apply and join our team.
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