Strategic Finance Manager

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more. About the role This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high growth business helping Americans save for their future. We are looking for a highly collaborative Finance Manager to act as the strategic FP&A lead for our Product & Engineering and Customer Support teams. In this role, you will bridge the gap between finance and operations, embedding yourself with cross-functional stakeholders to build the forward-looking models and interactive dashboards that guide our product and customer strategies. You’ll also champion vital company-wide initiatives, supporting the execution of our Monthly Business Review (MBR) and steering the analytical insights that optimize our customer retention initiatives. What you get to do every day Architect Customer Support Capacity Planning: Build, scale, and maintain a robust Customer Support capacity model. You will partner directly with Support and Product leadership to translate operational and financial drivers into collaborative, strategic headcount and resource plans. Serve as the FP&A Lead for CS & IT: Act as the dedicated strategic financial advisor for both orgs. You will lead forecasting, budget-vs-actual analysis, and monthly close support, delivering the high-impact ad hoc analysis that helps these leaders navigate their budgets. Champion Customer Experience Performance Metrics: Own the analytical narrative around SaaS retention and core CS metrics (e.g., utilization, SLA attainment, cost-to-serve) to provide a clear, data-driven picture of customer health and operational efficiency. Democratize Financial Data: Design, build, and maintain interactive, foundational dashboards that empower your cross-functional partners with real-time visibility into operational performance, costs, and forward-looking forecasts. Spearhead Critical Company-Wide Initiatives: Help manage and evolve highly collaborative, cross-functional deliverables such as our Monthly Business Review (MBR) and comprehensive churn/retention reporting - combining rigorous financial insight with strong project leadership. Optimize Cost of Revenue & IT Spend: Partner across the customer-experience cost base to forecast and analyze spend, driving visibility and efficiency across our largest software vendors and IT investments. What you bring to the role 5+ years of FP&A or strategic finance experience, ideally with a high-growth SaaS or FinTech company. Strong financial modeling and FP&A fundamentals — forecasting, variance analysis, and building models others can trust and use. High bias to action, curiosity, and partnership. You move quickly, dig into problems yourself, and build trust with business stakeholders. Advanced SQL. Comfortable working with data directly — writing complex queries, joining across sources, and validating your own numbers without waiting on others. Clear communication — able to turn analysis into a concise, decision-ready narrative for leadership. Nice-to-Haves Python for data analysis or automation (preferred, not required). Experience partnering with Customer Support, IT, or Product/Engineering organizations. Exposure to modern data stacks (e.g. Snowflake, dbt) and BI/das…