ERP•AI is redefining business automation with innovative technology solutions. We’re on a mission to fuse bleeding-edge AI with the backbone of modern enterprises-ERP. Think of us as the place where machine learning meets supply chains, finance, and decision-making at scale. We’re building a platform that doesn’t just automate workflows but makes them smarter, adaptive, and downright predictive.
Role SummaryThe Strategic Finance Manager owns financial modeling, long-range planning, and capital analysis to support executive decision-making and investor engagement. This role sits at the intersection of finance, strategy, and leadership, translating complex business realities into clear financial narratives.
Key ResponsibilitiesFinancial Modeling & PlanningBuild and own bottom-up financial models covering revenue, costs, cash flow, and unit economics
Develop scenario, sensitivity, and downside models to support strategic decisions
Lead annual planning, reforecasting, and long-range planning (3–5 year outlooks)
Evaluate new initiatives, pricing changes, investments, and partnerships
Prepare investor, board, and lender materials (models, decks, metrics, FAQs)
Support fundraising, capital structure analysis, and valuation work
Partner with leadership on capital allocation and runway management
Act as a key finance point of contact for select investor interactions (as required)
Partner with Product, GTM, and Operations teams to assess financial impact of decisions
Define and track key performance metrics tied to growth, efficiency, and scale
Turn ambiguous problems into clear financial insights and recommendations
Improve financial processes, tools, and data quality
Ensure alignment between strategy, operating plans, and financial outcomes
Maintain high standards for accuracy, clarity, and timeliness
Accounting, bookkeeping, or statutory compliance ownership
Payroll processing or transactional finance work
Pure reporting without strategic context
Passive analysis without decision ownership
Experience in strategic finance, FP&A, investment banking, PE, VC, or consulting
Strong hands-on experience with complex financial models
Comfort working with senior leadership and investors
Ability to operate in ambiguous, fast-moving environments
Excellent business judgment and written/verbal communication skills
Advanced Excel / Sheets proficiency; familiarity with BI tools a plus
MBA or equivalent experience preferred (not mandatory)
Skills Required
- Experience in strategic finance, FP&A, investment banking, private equity, venture capital, or consulting
- Strong hands-on experience building and maintaining complex financial models
- Comfort working with senior leadership and investors
- Ability to operate in ambiguous, fast-moving environments
- Excellent business judgment and written/verbal communication skills
- Advanced Excel and Google Sheets proficiency
- Familiarity with BI tools
- MBA or equivalent experience
What We Do
ERP•AI builds an enterprise AI platform that enables organizations to generate and deploy AI-driven business applications and autonomous agents without coding. The product unifies enterprise data with a knowledge graph/GNN, automates end-to-end workflows, and offers on-prem/private deployment options so companies can accelerate process automation and surface insights while keeping sensitive data under their control.
