We’re looking for a Strategic Finance Lead to help shape and execute Atlas' financial strategy across some of the company’s most important long-term investments and growth priorities. This high-impact role sits at the intersection of corporate finance, capital markets, treasury, and cross-functional execution.
Forecasting & Planning
Own the company’s integrated financial model, annual operating plan, and multi-year forecast
Lead company-wide budgeting and planning cycles, aligning functional plans with strategic priorities
Improve forecasting accuracy, planning rigor, and decision-useful reporting across the business
Develop financial frameworks to assess returns, risks, and resource prioritization across the company
Strategic Finance
Support executive team on strategic finance initiatives, including capital planning, financing analysis, and select corporate priorities
Partner cross-functionally to improve financial processes, operating discipline, and scalability as the business grows
Be a thought leader to improve and simplify processes, drive standardization, and build scalable solutions to support the next wave of Atlas’s growth
Building new finance tools and working with software engineers to implement them
Financial Analysis & Metrics
Build scalable dashboards, reporting systems, and analytical tools that improve visibility into business performance
Synthesize and distill key financial business insights for leadership - analyze results, identify key metrics, assess risk and communicate risks & opportunities
Support business leaders with analysis that sharpens decision-making and reinforces accountability
Translate financial and operating performance into clear insights for the executive team and Board
Ideal Candidate
A Bachelor’s Degree in business, finance, economics, or a related field
5+ years of experience in strategic finance, FP&A, banking, strategy consulting, or related finance roles
Strong financial modeling skills and a track record of influencing important business and capital allocation decisions
Strong project management skills and ability to execute collaboratively across complex environments
Excellent judgment in planning, resource allocation, and risk assessment
Ability to distill complex analysis into clear recommendations for executive leadership and Board-level audiences
Demonstrated experience building scalable financial planning, reporting, and operating processes
Comfort operating in dynamic, high-growth environments with evolving priorities
Strong interest in leveraging technology and AI day to day
Skills Required
- Bachelor's Degree in business, finance, economics, or a related field
- 5+ years of experience in strategic finance, FP&A, banking, strategy consulting, or related finance roles
- Strong financial modeling skills
- Strong project management skills
- Ability to distill complex analysis into clear recommendations
What We Do
Atlas is a spend management and lifestyle platform for high net worth individuals and families
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