The Role
Lead financial planning and analysis, business partnership, deal desk, and investor relations functions, while driving financial strategy, oversight, and readiness for IPO.
Summary Generated by Built In
About Us
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.
Our People
With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our Impact
As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Who you are
We are seeking a strategic, analytical, and tech-forward Vice President of Finance to lead core functions that drive HighLevel’s financial clarity, operational rigor, and future readiness. Reporting directly to the CFO, this role will oversee Financial Planning & Analysis (FP&A), business partnership, deal desk, and investor relations.
The ideal candidate is a dynamic finance leader who brings deep experience operating in a public company or IPO environment, excels at partnering across the business — including Sales, Marketing, Product, People, and Revenue Operations — and is energized by the possibilities that AI can unlock in modern finance teams. This leader will drive financial strategy and discipline while helping build a scalable, insight-driven, and future-ready finance function.
What You'll Be Doing
Financial Planning & Analysis (FP&A)
- Lead company-wide planning, forecasting, and performance tracking, ensuring visibility into key business and financial drivers.
- Design and maintain forward-looking financial and headcount models, scenario planning tools, and dashboards.
- Drive continuous improvements in planning accuracy, financial insights, and strategic decision-making.
Business Partnership
- Act as a trusted partner to the executive team and departmental leaders.
- Translate business strategy into actionable financial plans, resource allocations, and operational KPIs.
- Drive alignment between business performance and financial outcomes to support growth and efficiency.
Deal Desk
- Lead the deal desk function, guiding pricing, commercial terms, and contract structuring in close collaboration with Sales and Legal.
- Establish governance frameworks to ensure deal quality, financial integrity, and velocity.
- Build and refine approval workflows, guardrails, and playbooks to scale the deal desk effectively.
Investor Relations
- Partner with the CFO on all investor-facing activities, including quarterly earnings, roadshows, board communications, and financial disclosures.
- Deliver financial storytelling and market guidance that reflects strategic priorities and long-term value creation.
- Must have public company or IPO experience, with a proven track record supporting or leading investor
engagement and communicating financial guidance to the Street.
Finance Leadership & Strategy
- Build and lead a high-performing finance team with deep expertise in FP&A, business operations, and analytics.
- Promote a culture of accountability, transparency, and cross-functional alignment.
- Champion data literacy and financial enablement across the company.
- Play a pivotal role in IPO readiness including S-1 prep, KPI reporting standardization, and interfacing with external auditors, bankers, and legal teams.
AI & Innovation
- Embrace a tech-first approach by leveraging emerging tools, particularly AI/ML-powered technologies, to enhance finance processes, improve forecasting accuracy, and support data-driven decision-making.
- Foster a culture of experimentation and adoption of AI within the team to improve productivity, automation, and insight generation.
- Stay ahead of finance innovation trends and incorporate them into team workflows and planning infrastructure.
What You’ll Bring
- 15+ years of progressive finance leadership experience, with significant exposure to FP&A, business partnership, and investor relations.
- Experience operating in a public company or leading IPO preparation and execution is required.
- Demonstrated comfort with SEC regulations, earnings call participation, and delivering financial forecasts
- Deep understanding of SaaS business models, key metrics (e.g., NRR, CAC payback), and growth-stage scaling.
- Track record of partnering with executive leadership across functions, including Sales, Marketing, Product, People, and Revenue Ops.
- Technically strong in financial modeling, scenario planning, and dashboard creation; fluency with modern tools like Adaptive/Planful, NetSuite, and BI platforms.
- Demonstrated interest in AI/automation, with experience identifying and deploying modern finance technologies.
- Outstanding communication and storytelling skills — comfortable presenting to board members, investors, and the broader executive team.
- Bachelor’s degree in Finance, Economics, Accounting, or related field required; MBA or CFA preferred.
Equal Employment Opportunity Information
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
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Top Skills
Adaptive
AI
Bi Platforms
Ml
NetSuite
Planful
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The Company
What We Do
https://www.gohighlevel.com/quick-links
One white-labeled marketing app to rule them all. HighLevel is everything your business needs to succeed!
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!
Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!
Use our built in tools to collect payments, schedule appointments, and track analytics
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