Strategic Finance Lead
Why Rogo
At Rogo, we are building Wall Street's first true AI analyst. Our mission is to empower finance professionals at the world’s top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We are not just improving financial workflows; we are redefining them from the ground up.
This is a unique opportunity to join a generational company at a key inflection point. With a rapidly growing client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.
Our team is sharp, motivated, and deeply committed to the mission. We operate with intensity, take ownership of complex problems, and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.
The Role:
We’re seeking a Strategic Finance Lead who will be joining at an inflection point and directly shape our path to market leadership. You will partner closely with the leadership team and collaborate across all departments, and be a key player in driving our financial and business strategy.
This role will be at the center of decision making, connecting product, go-to-market, and investments to financial outcomes. This is a high-impact role for someone who enjoys building models, shaping narratives, and influencing strategy in a fast-moving, data-intensive environment. As the company scales, you’ll have the opportunity to leave an outsized impact and grow with the business.
What You Will Own:
FP&A, Forecasting & Unit Economics
Lead monthly business reviews, and annual planning processes
Build and maintain long term forecast model
Develop deep insight into AI-native unit economics, including:
CAC, LTV, payback
Gross margin by customer segment and product
Cost of inference, model usage, and infrastructure efficiency
Translate complex financial and technical inputs into clear recommendations
Business Partnership & Strategic Analyses
Act as the primary finance partner to GTM, Product, and Operations leaders
Support functional KPI reviews and build dashboards to drive visibility and accountability
Support executive team and functional leaders on analyses such as:
Enterprise GTM scaling, pricing, and packaging
Product and investment tradeoffs (e.g., inference costs, gross margin impact)
ROI for major investments across sales, product, and AI infrastructure
Bring structure and financial clarity to ambiguous, fast-evolving questions
Board, Investor & Executive Support
Prepare board materials, KPI reporting, and executive readouts
Ensure consistency and credibility across metrics, forecasts, and external storytelling
Key Qualifications and Experience
Required
6+ years of experience in strategic finance, FP&A, investment banking, or investing, with meaningful time in a high-growth tech company
Proven track record in building and managing complex financial models, along with strong analytical skills to derive insights from data
Preferred
Experience at a Series B–D venture-backed SaaS or AI-native company
Strong understanding of enterprise SaaS and/or usage-based pricing models
Experience working with Sales, Marketing, Operations, Product, and Engineering
Excellent data skills including strength with SQL is a plus
Who You Are
You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.
You are ambitious. You have fun solving problems that others think are impossible.
You are curious. You find joy in learning about AI, technology, and finance.
You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.
You are collaborative, organized, thoughtful, and kind.
Why Join Rogo?
Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms.
World-class team: we take talent density seriously. We like working with incredibly smart, driven people.
Velocity: we work fast, which means you learn a lot and constantly take on more.
Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of reinforcement learning and published research, redefining what's possible, and inventing the future.
Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing finance works.