Finance & Strategy Manager

Prismatic is the integration platform that helps B2B software companies build integrations fast and deliver them at scale. Were turning integrations from a bottleneck into a growth driver for hundreds of companies, from high-growth startups to Fortune 500s.

Our platform handles everything that breaks at scale, so teams can ship integrations, not infrastructure. It provides flexible, AI-enabled build experiences through code-native, low-code, and an embedded workflow builder, plus self-service configuration and an embedded marketplace.
We’re looking for a Strategic Finance Manager to further evolve the way we drive decision-making at Prismatic. You’ll report to the CFO, serving as the lead point of contact whenever we need to make a critical decision grounded in trusted data and analysis. This role will bring the unique vantage point of understanding company-wide data at a deep level to help drive strategy both at the entire company and individual team levels.
You’ll work cross-functionally across the entire company to identify the data that is critical to evaluating key functions/processes, ensure that data’s accuracy, and generate/disseminate insights from that data to drive decision-making. You will sit within Finance, but will be a critical partner to every team across the company with high-frequency collaboration. Lead ad hoc strategic planning efforts, partnering with leadership to evaluate new initiatives, market opportunities, and business tradeoffs.
Own the entire breadth of FP&A functions for the company, including Board and investor reporting, long- and short-term financial planning, variance analysis, and other financial reporting.
Ensure the integrity of the underlying data that reporting depends on, directly addressing or partnering with teams to fix quality issues at the source rather than patching them downstream.
Build, maintain, and continuously improve data models and reporting capabilities, leveraging AI to maintain ownership of more technical aspects of our data infrastructure.
Communicate findings clearly to non-financial audiences, translating data into recommendations that drive decisions.
3-5 years of experience spanning investment banking, private equity, or a similar high-rigor analytical background, combined with experience in FP&A or strategic finance at an operating company (ideally a high-growth SaaS or software startup).
~ and how they connect to the underlying business.
~ Excellent financial modeling skills — able to build models that are clean, well-structured, and hold up under scrutiny.
~ A proven track record in building processes/tooling from scratch, ideally utilizing AI to reliably accelerate development.
~ Demonstrated ability to operate as a strategic thought partner to leadership by providing data with context and a viewpoint, not just reporting numbers.
~ Excellent written and verbal communication skills, with the ability to distill complex analysis into clear takeaways for non-finance audiences.
~ Highly organized and responsive — capable of juggling multiple concurrent requests from different teams without dropping the ball on data quality or deadlines.
~ Bonus points for:

Experience with dbt and Snowflake, or comparable modern data-stack tooling.
Understanding of SQL.
Familiarity with BI/dashboarding tools.
Familiarity with FP&A tools.
The pay range for this role is $155,000 - $185,000/yr USD + Equity

Same Team

– We recognize that we succeed or fail as a group and help each other out. Youll be joining a team thats highly engaged, customer-obsessed, and constantly solving new problems that help B2B software companies scale their integration strategies.
We offer comprehensive benefits, unlimited PTO, and top-tier equipment for remote work.
Remote work:

Our team works remotely across the US; we travel together 2x times a year for company kick-offs and mid-year meetings.
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Unlimited PTO:

We have an unlimited & flexible paid time off (PTO) policy that encourages our team to recharge when they need to.

Medical, dental & vision:

Prismatic offers high-quality medical (Cigna Medical), dental (Guardian Dental) and vision (Guardian VSP) care for full-time employees and their dependents.
️ Life insurance:

We provide company-paid life insurance, short-term disability insurance, and long-term disability insurance through Guardian.

Computer & technology equipment:

We provide the equipment you need to do your best work, applicable to your role + $1k new hire setup stipend.
Ready to Help Turn Integrations Into Growth Drivers?
We consider every application thoughtfully and will either move forward with you, connect you with another team that might be a better fit, or keep in touch for future opportunities.