Strategic Finance Lead (Senior Financial Planning & Analysis)
Job Overview
About Utility Profit
Utility Profit is reimagining the moving experience for renters and property managers. Our platform is the first-ever national database of utilities and telecom services, making it effortless for renters to discover service options specific to their home—and enabling property managers to unlock new revenue streams and reduce operational headaches.
We’re a profitable, product-led startup growing rapidly and focused on sustainable, capital-efficient growth. Our outsourced finance firm manages bookkeeping and accounting, while we look to bring in a strategic finance partner to lead planning and analysis as we scale.
We’re scaling fast and making serious waves in the real estate tech space. Founded by the team behind Favor (acquired by H-E-B), we’ve raised $15M+ from top-tier investors (the same ones behind SpaceX and PayPal).
About This Role
You’ll own financial planning and analysis at a fast-growing startup scaling quickly. You’ll work closely with the CEO and cross-functional teams—including sales, marketing, and product—to build and maintain financial models, track pacing, and ensure tight cost control.
This is a high-impact, hands-on role for someone who can independently manage forecasting, budgeting, and scenario planning in a lean, founder-led organization. You’ll be a key partner in helping the company deliver strong, predictable financial results every quarter.
What You’ll Do
Own Financial Modeling: Build and maintain detailed models covering revenue, expenses, cash flow, and headcount.
Lead Budgeting: Collaborate with department heads to create and manage quarterly budgets.
Track Performance: Monitor budget vs. actuals and flag risks or opportunities early.
Analyze Metrics: Deep dive into unit economics, gross margins, and key financial KPIs.
Scenario Planning: Support growth and hiring decisions with dynamic “what-if” analyses.
Coordinate Monthly Close: Work with our outsourced accounting team to ensure clean, accurate financial data.
Drive Cost Discipline: Identify and help implement cost control measures across the company.
Support Planning Cadence: Help prepare for quarterly business reviews and strategic planning sessions.
Scale Finance Function: Provide input on how to evolve the finance org as we grow.