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Strategic Finance Lead

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteLeadTeam 201-500H1B SponsorCompany SiteLinkedIn

Location

PST (UTC-8)

Posted

1 day ago

Salary

0

Seniority

Lead

No structured requirement data.

Job Description

Strategic Finance Lead

Oceans

Role Description As a Strategic Finance Lead, you will play a critical role in supporting a modern family office platform serving high-net-worth individuals and multi-entity households. You'll work closely with clients to oversee financial operations while delivering strategic insights, financial planning, and decision support across complex financial environments. This role is ideal for someone who combines strong financial and accounting expertise with strategic thinking, commercial judgment, and exceptional communication skills. You will act as a trusted financial partner, translating complex financial information into clear recommendations that help clients make confident, informed decisions. Accountability Your success as a Strategic Finance Lead will be defined by your ability to provide accurate financial visibility, deliver strategic insights, and help clients make informed financial decisions across multiple entities. Here's how you'll make an impact: - Financial Operations & Accounting Ownership - Own full-cycle accounting across multiple client entities. - Manage general ledger activities, reconciliations, journal entries, and month-end close processes. - Oversee bill payments, approvals, audit trails, and cash management activities. - Monitor cash flow, liquidity, and banking operations. - Maintain accurate financial records using platforms such as QuickBooks, Xero, or Intacct. - Client Reporting & Financial Analysis - Prepare and deliver client-ready financial reporting packages, including profit and loss statements, balance sheets, net worth statements, and cash flow reports. - Perform variance analysis against budgets, forecasts, and prior performance. - Ensure reporting is accurate, reconciled, and decision-ready. - Transform financial reporting into actionable insights that support business and personal financial decisions. - Present financial information clearly to both financial and non-financial stakeholders. - Strategic Finance & Advisory - Translate financial data into meaningful recommendations and strategic insights. - Lead financial planning discussions around liquidity, spending optimization, and major financial decisions. - Build scenario models to evaluate investments, real estate decisions, hiring plans, and other strategic initiatives. - Identify financial risks, inefficiencies, and opportunities proactively. - Support clients in making informed decisions through thoughtful financial analysis. - Family Office Coordination - Coordinate with CPAs, legal advisors, payroll providers, and other external stakeholders. - Support tax planning workflows by preparing financial information and documentation. - Maintain strong financial governance, controls, and documentation standards. - Monitor unusual financial activity and proactively escalate potential issues. - Help ensure seamless financial operations across multiple entities and stakeholders. - Systems & Process Improvement - Evaluate and implement improvements to financial systems and reporting workflows. - Support automation and dashboard initiatives that improve financial visibility. - Strengthen financial controls, documentation, and audit readiness. - Identify opportunities to improve operational efficiency and reporting quality. - Help build scalable financial processes that support long-term growth. Qualifications - Experience: 5–10+ years of experience in strategic finance, FP&A, family office environments, public accounting, corporate finance, or similar finance leadership roles. - Accounting Expertise: Strong foundation in full-cycle accounting, financial reporting, reconciliations, month-end close, and financial controls across multiple entities. - Strategic Finance: Demonstrated experience building financial models, scenario analyses, forecasts, and decision-support tools that influence business outcomes. - Financial Systems: Proficiency with accounting platforms such as QuickBooks, Xero, Intacct, and advanced Excel or Google Sheets. - Client Advisory: Strong ability to communicate financial information clearly and confidently with clients and senior stakeholders, translating complex financial concepts into practical recommendations. - Analytical Thinking: Excellent financial analysis, commercial judgment, and problem-solving skills with a proactive approach to identifying risks and opportunities. - Ownership & Autonomy: Ability to independently manage complex financial responsibilities while balancing execution with strategic advisory work. - Professional Qualification: CPA (or equivalent professional accounting qualification) strongly preferred. Role Specifications - This is a remote role where you'll be expected to work a split shift with meaningful overlap with our client's Pacific Time (PT) working hours. - You will also be expected to be present for in-person training programs during your first 3.5 weeks with us.

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