Role Description
We are looking for a Head of Strategic Finance to lead Jeeves' planning function. This role will own key strategic financial initiatives, corporate-level forecasting and budgeting, and be a trusted partner to the leadership team. Reporting to the President & CFO, this person will own board and investor materials together with the President & CFO, and will partner closely with the Head of GTM - Strategic Finance.
Job Responsibilities
-
Drive Strategic Finance function, and support entire leadership team with strategic recommendations supported by quantitative analysis with qualitative takeaways.
-
Manage key financial processes, including annual budgeting, forecasting, monthly performance analysis, headcount planning, and product forecasting.
-
Design and run bottoms-up annual budgeting and headcount planning across the company.
-
Own the consolidated operating model and long-range plan.
-
Deeply understand and evangelize unit economics across all products and geos, including FIAT and crypto.
-
Synthesize company and financial performance in monthly performance package for Jeeves Leadership team and Board of Directors.
-
Set up and run a budget-vs-actuals (BvA) cadence with the leadership team.
-
Build segment reporting that gives leadership a clear view of performance across the business.
-
Analyze financial and operational results to better understand the company’s overall financial health & performance.
-
Key partner of Data team, and transform Jeeves into becoming data-driven organization, and provide insights to leadership.
-
Own high-impact board, investor materials in partnership with the President & CFO.
-
Manage Strategic Finance’s internal systems and tooling roadmap for the infrastructure that both Strategic Finance and the broader finance org run on.
-
Partner directly with Finance, Capital Markets, Financial Operations, and Risk to bring credit book into the plan to ensure capital efficiency in scaling a global org.
Qualifications
-
Ideal background: 2–4 years in banking or credit investing, followed by 4–8 years in operating roles at fast-paced, high-velocity global fintechs.
-
Operating experience is essential.
-
Background in a balance-sheet business (lending, cards, or payments with facilities).
-
AI-Native: you have already built out agentic automation and workflows with Claude (or other models / harness) to streamline financial analysis, modeling, reporting, and other finance workflows.
-
Fluent in crypto/stables, or able to get there fast; crypto-adjacent finance experience is a plus.
-
Have personally built and run at least one full budget and planning cycle.
-
Experience and strong track record of developing and mentoring a team of professionals into a high-performance team.
-
Must thrive in entrepreneurial fast paced, rapid change, hyper-growth environments; agile and able to pivot quickly with the changing environment.
-
Comfortable in front of a board of directors or institutional investors.
-
Want to build, not maintain; can own processes from end-to-end.
Requirements
-
Jeeves uses AI-assisted tools to help review and organize applications and support interview scheduling and notes.
-
All advance/decline decisions are made by a person.
-
For details or to request an accommodation or an alternative to any AI-assisted step, email
[email protected]
.
-
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.
-
These tools assist our recruitment team but do not replace human judgment.
-
Final hiring decisions are ultimately made by humans.
-
If you would like more information about how your data is processed, please contact us.