Strategic Finance Lead

Posted An Hour Ago
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New York, NY, USA
In-Office
200K-255K Annually
Senior level
AdTech • Artificial Intelligence
The first AI-native platform for creator advertising — empowering brands to scale trust, performance, and revenue.
The Role
Lead capital allocation and marketplace economics for a creator-driven advertising marketplace. Build liquidity and pricing models, design and evaluate incentive experiments with Product/Eng/Data, own pricing and packaging strategy, and deliver long-range forecasts and scenario planning to drive growth and operating decisions.
Summary Generated by Built In
About Agentio

Agentio enables marketers to buy creator led ads as easily and scalably as Meta or Google ads—automating sourcing, pricing, contracting, delivery, and measurement—so work that took months now happens in minutes.

We're on a mission to transform a $800B digital ad ecosystem by shifting digital ad spend into the hands of creators. That means better outcomes for marketers and enabling creators to live off their work—finally being paid in proportion to the value they create. That shift is accelerating: Unilever's CEO has said the company will move roughly half of its ad budget into social and creators—Unilever is among the world's largest advertisers, spending around $9–10B annually. As these dollars move, they need performance-grade pipes; Agentio is how those dollars flow to creators with the speed, control, and measurement marketers expect. We enable brands like Uber, DoorDash, and Bombas to run creator campaigns with the same rigor, control, and accountability as their core performance channels.

Our AI-Native platform enables real-time content understanding at scale, simultaneous reasoning across hundreds of thousands of pieces of content, and intelligent allocation of multi-million dollar budgets. Our models apply more cross-platform performance signal than anyone else in the world, compounding with every campaign through a high-trust marketplace with accelerating network effects. The result is a flywheel: brands get the performance they've been chasing, creators get the intelligence and income they deserve, and Agentio becomes the infrastructure powering a generational shift in where media dollars flow.

The market agrees. Agentio has raised $56M at a $340M valuation, including a Series B led by Forerunner that followed our Series A within a calendar year. Backed by Benchmark, Craft, and AlleyCorp. Named to Forbes' Next Billion Dollar Startups, 2025. Named to Inc.'s Best Places to Work 2026, one of 10 companies nationally recognized in the "On the Rise: 0–4 Years in Business" category.

An $800B market. A once-in-a-generation technology shift. This is the moment. This is the team. Come build something generational with us.

The role

Our Finance & Ops function is scaling alongside the business and you’ll be the founding member of the Strategic Finance team, reporting directly to our VP, Finance & Ops. This is a rare chance to help build the strategic backbone of a category-defining marketplace from the ground up. Strategic Finance at Agentio is an offensive function. Our job is not to find clever ways to spend less. It is to understand where capital can make the business move faster, then deploy it with precision.

That means knowing the business cold: every input, output, constraint, and lever. Where is demand converting? Where is supply tight? Where is liquidity breaking? Where does one more dollar create compounding returns? The work is to find those moments before they are obvious, size them, fund them, and prove them.

Agentio's growth depends on liquidity. Brands need to find the right creators. Creators need to deliver. Both sides need to come back. Strategic Finance puts a number on those dynamics and turns them into operating bets.

The best Strategic Finance work does not look like a budget you protected. It looks like a P&L that got bigger because you found the lever and had the conviction to push it. We do not just forecast the P&L. We design the experiments that change it.

What you’ll own

The main job is capital allocation. You frame the big spend decisions (the next dollar of incentive, headcount, or product investment), build the business case, and bring a real point of view instead of a menu of options. You’ll do that by:

Marketplace dynamics & liquidity economics

  • Build and maintain the economic model of the marketplace: take rate, fill rate, match rate, wallet share, ad spend (the north star), and how they move together.

  • Diagnose liquidity health as a financial question, not just an ops one — where bids go unfilled, where supply sits idle, and what each is costing us.

  • Translate flywheel mechanics into dollars: quantify how a change on one side of the market compounds through to Ad Spend and net revenue.

Incentive design & testing

  • Partner closely with Eng, Product, and Data Science to own incentive design and its financial impact. Design creator- and brand-side incentive experiments end-to-end: hypothesis, financial model, success criteria, and the readout that decides whether it scales or dies.

  • Own the economics of live experiments, including the counterfactual and the breakeven.

Pricing & packaging strategy

  • Own pricing strategy across both sides of the marketplace, including take-rate structure, tiered pricing, creator earnings floors, and sensitivity modeling.

  • Model the second-order effects: what a pricing move does to supply behavior, demand elasticity, and net revenue, not just the first-order rate change.

  • Partner with Product Marketing on pricing and packaging.

Forecasting & long-range planning

  • Build and own the long-range model and the bottoms-up projection blocks that leadership and the board run against.

  • Drive scenario planning and the "what would have to be true" cases behind each major bet.

  • Connect the forecast to operating reality: when actuals diverge, find the driver and feed it back into the model and the strategy.

What we’re looking for
  • 6-10 years across banking, marketplaces, consumer, or high-growth companies where you've owned a number and felt the difference between a model that's right and a bet that worked.

  • You think in unit economics and second-order effects, not just totals. You instinctively ask what a change does to the other side of the market.

  • You've designed experiments, not just analyzed them after the fact. You know how to structure a test so the readout is decision-grade.

  • You're a builder. You'd rather ship a rough model that changes a decision this week than a perfect one next month (speed > precision when it's a two-way door).

  • You bring a point of view and can defend it with insight, then commit when the call goes the other way.

  • You’re fluent in AI data tools to get your own answers instead of waiting in a queue.

Benefits & Perks
  • Flexible PTO – Take the time you need to recharge

  • Comprehensive Health Coverage – Top medical plan through Aetna

  • Dental & Vision Plans – Protect your smile and your sight with coverage from Guardian

  • 401(k) Retirement Plan – Invest in your future while you build your career

  • $100 Monthly Lifestyle Credit – Use it to shop with our amazing Agentio Brand Partners

  • Daily lunches and snacks in the office to keep you at your best

  • Dinner provided Monday - Thursday

  • Gym in the building! —Your workout, right downstairs

Agentio is an equal-opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Skills Required

  • 6-10 years experience across banking, marketplaces, consumer, or high-growth companies owning financial metrics
  • Strong expertise in unit economics and modeling second-order marketplace effects
  • Experience designing and running decision-grade experiments (hypothesis, counterfactuals, breakeven analysis)
  • Ability to build practical financial models quickly (speed > precision) and iterate with leadership
  • Proven cross-functional collaboration with Engineering, Product, and Data Science
  • Fluency in AI data tools to self-serve analyses

Agentio Compensation & Benefits Highlights

  • Healthcare Strength Health, dental, and vision coverage are listed alongside life and disability insurance and an FSA. This indicates robust core healthcare support for a venture-backed, in‑office NYC startup.
  • Leave & Time Off Breadth Unlimited PTO with paid holidays and sick days is advertised. Generous parental leave is also listed, enhancing overall time-off flexibility for employees.
  • Wellbeing & Lifestyle Benefits Daily free lunches, snacks and cold brew, commuter benefits, an onsite gym, and a $100 monthly lifestyle credit provide meaningful day-to-day value. These perks stand out relative to many startups in the same market.

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The Company
HQ: New York, New York
51 Employees
Year Founded: 2023

What We Do

Agentio has raised $56M to date at a $340M valuation, including a recent Series B led by Forerunner, which followed our Series A within a calendar year. Our investors also include Benchmark, Craft, and AlleyCorp. Agentio has been named to Forbes’ Next Billion Dollar Startups, 2025, and our platform is already used and loved by the world’s leading marketers and creators. We are just getting started! Our team is made up of ambitious builders and problem-solvers across Engineering, Product, Sales, Strategy, and Operations. We come from diverse backgrounds, but share one belief: creators are the future of advertising and we have a unique opportunity to build that future together.

Why Work With Us

At Agentio, we’re revolutionizing how brands connect with creators and how creators monetize. Our culture of innovation, ownership, and collaboration empowers everyone to make real impact. By transforming how brands and creators connect, we’re filling a critical gap with AI-driven innovation. Join us to build what’s next in AI-driven marketing.

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In-office by design, we thrive on the daily buzz—big ideas, good vibes, and the kind of fast-moving collaboration you can’t find anywhere else.

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Located in the heart of NoMad, our office sits at the center of one of NYC’s most dynamic neighborhoods. Surrounded by top restaurants, coffee spots, and close to Madison Square Park, it’s a hub for tech, startups, and creative energy. With easy access to multiple subway lines, it’s as convenient as

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