Head of Finance & Strategy at UpCounsel

Head of Finance & Strategy

Job Description

We are looking for an experienced professional to play an integral part in UpCounsel’s success by taking our financial strategy and operational decision-making across the company to the next level. You will work directly with the CEO and the rest of the management team, leading financial planning, business forecasting, and financial roadmapping for strategic growth alongside key business owners. To be successful in the role, you will need a proven track record of being an inspiring people leader, a strong cross-functional collaborator, an outstanding communicator, and a nimble, innovative, and strategic thinker. You will have the ability to understand UpCounsel’s long-term strategies and translate them into actionable, motivating, and measurable goals. Your financial insight and strategy will be instrumental in UpCounsel achieving its mission, be highly visible to UpCounsel leadership, and drive key insights for Board discussions.

At UpCounsel you will:

  • Be responsible for our consolidated strategic and financial planning processes (e.g., Forecast, Budget, Long Range Plan) and the underlying integrated financial forecast models, systems, and tools.
  • Collaborate with leadership across UpCounsel to provide analytical rigor and evaluate strategic initiatives and key decision processes.
  • Be responsible for scenario models and in-depth analyses, and be a key decision-maker in investment and operational strategies.
  • Develop and monitor critical success metrics, and communicate actionable insights to relevant stakeholders.
  • Prepare presentations to the Board of Directors and Executive Team.
  • Play a key role in fundraising for UpCounsel’s future rounds of financing
  • Apply an analytical approach to support strategic decisions, including projects on pricing design and analysis, customer behavior analysis and economics, LTV / ROI of marketing efforts, product/competitive landscape benchmarking, and other data-driven analysis
  • Distill data using SQL and create analyses that facilitate clear and timely decision making; improve visibility and usability of our existing data; create and monitor performance goals

The ideal candidate will have:

  • 8+ years of relevant experience in corporate planning, business finance, investment banking, management consulting, private equity, or related fields.
  • Demonstrated abilities to ask the right questions and to use sound business judgment when collaborating with a wide-range of stakeholders.
  • A keen analytical eye, and extensive experience building integrated models from scratch (in Excel or other planning applications) and experience with data visualization tools (Looker, Tableau)
  • The ability to maintain high-performance under tight timelines, and a “roll up your sleeves” mindset to get any job done.
  • Excellent verbal and written communication skills, and a willingness to proactively work with functions across the company.
  • Proven track record of holding themselves and teams to high expectations and exceeding targets
  • Proven track record of driving organizational change
  • Ability to motivate and inspire cross-functional teams
  • Strong and structured communication style, both verbal and written
  • Strong presentation and public speaking skills
  • Ability to communicate vision to a large team
  • Quantitative and data-driven; able to draw insights from data, but also to make decisions based on imperfect data

Perks & Benefits

Health + Vision + Dental Insurance

Full medical, dental and vision to keep you healthy

Competitive salary + equity

Competitive salary & generous stock option package


We encourage our team to be thinking about their future

Open vacation policy

We don’t track PTO - take the time that you need

Enjoy delicious meals

Enjoy lunch at the office

Flexible work hours

Flex your schedule to start and end work when is best for you

Commuter reimbursements

Get reimbursed for your public transportation costs each month

Customize your workstation

Build your workstation and desk to make it comfortable

Team Retreats

Quarterly off-site team retreats full of fun surprises and team inspiration


When it comes to games, we know how to have fun! Foosball, Xbox, fantasy football, and more!

Great coffee 24/7

We're serious about getting quality coffee from throughout the world

We're in San Francisco