Chief of Staff / Strategic Finance

Posted 3 Days Ago
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San Francisco, CA, USA
In-Office
Mid level
Artificial Intelligence • Enterprise Web • Software • Automation
The Role
The Chief of Staff/Strategic Finance role involves financial modeling, identifying bottlenecks in business pipelines, and managing strategic initiatives across the company. Responsibilities include goal setting, running reviews, and managing board meetings.
Summary Generated by Built In

About Freehand

Freehand (freehand.ai) is building autonomous AI agents for enterprise spend management, replacing internal and outsourced (BPO) headcount and shared service centres with "AI Employees" across procure-to-pay and order-to-cash workflows, selling to Global 2000 CFOs.

Founded two years ago and out of stealth as of two months back with a $75M raise led by Battery & Nexus, Freehand counts Apple, Meta, J&J, Pfizer, Cardinal Health, Dunkin', and Samsara among its customers. We're now scaling the team across GTM, product, and operations.

The Role

We're hiring two Founder's Office roles to take on the highest-leverage strategic projects across the company: fundraising, board and investor comms, org design, key customer expansions, revenue operations, cost optimization, and special initiatives that don't yet have an owner. You'll work directly with the CEO and leadership team, with end-to-end ownership of workstreams that shape how Freehand scales. This is a front-row seat to building a category-defining enterprise AI company in San Francisco.

How we think about the business

Freehand, like any business, runs on five pipelines: capital, talent, sales, implementations, and product. Each has its own throughput, conversion, and cycle time, and each both constrains and feeds the others, and the overall business. The Chief of Staff / Strategic Finance role is to make those interactions legible, financially, operationally, and visually, and to actively de-bottleneck them.

What you'll do

  • Build the top-down financial model of the business as the intersecting output of the five pipelines, and decompose it into functional models for sales, implementations, product, talent, and capital

  • Identify the dynamic binding constraint in each pipeline and at the company level; quantify the cost of each bottleneck and the ROI of unblocking it

  • Stand up dashboards for each pipeline and a consolidated business view, leading indicators, throughput, conversion, cycle time, unit economics

  • Partner with each function head to set weekly, monthly and quarterly goals tied to the model, and drive a prioritized list of debottlenecking initiatives across the company

  • Run weekly functional reviews and fortnightly business reviews alongside the CEO

  • Own strategic initiatives across customer expansion, pricing, org design, and cost optimization, and other high-leverage problems that don't yet have an owner

  • Run board meetings end-to-end: materials, narrative, follow-ups, investor materials, modeling, process management

Ideal background

  • CS undergrad from top tier college in India (IIT/NIT) or the US (Ivy League school); MBA from HBS, Wharton, or Stanford

  • At least 2-4 years in investment banking or private equity

  • At least 2-4 years in an operating role (BizOps / Strategic Finance) at a consumer tech or B2B software company

  • Founder or very early-stage startup experience is a strong plus

  • Proven track record of hands on financial modelling across GTM, product, tech and ops; comfortable moving between board-level strategy, management decision making and hands-on functional execution

Working at Freehand

We proudly offer the following Benefits to all our full-time employees:

  • Take what you need Vacation Policy

  • Monthly home-internet costs

  • Full health coverage (with multiple gold-standard carriers across medical, dental & vision)

  • Life Insurance and Disability benefits

  • HSA/FSA Access

  • 401(k) with a 4% Employer Match

Equal Opportunity

Freehand hires on merit — your thinking, your track record, your potential — without regard to race, gender, age, religion, sexual orientation, national origin, disability, or any other protected characteristic. If you meet most of the criteria above but not all of it, apply anyway. We care more about your willingness to learn & take initiative than whether your resume maps perfectly to every line.

Skills Required

  • CS undergrad from top tier college or Ivy League school
  • MBA from HBS, Wharton, or Stanford
  • 2-4 years in investment banking or private equity
  • 2-4 years in an operating role at a consumer tech or B2B software company
  • Experience in financial modeling across GTM, product, tech and ops
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The Company
0 Employees
Year Founded: 2026

What We Do

Freehand is a San Francisco-based company that provides an agentic AI platform for supply chain spend management. The platform reads emails, documents, and internal messages to reason across contracts and policies, executing decisions directly within ERP, procurement, and finance systems. It helps enterprises automate tasks such as invoice matching, exception management, and supplier communication, aiming to resolve disputes and recover margins autonomously.

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