Strategic Finance Lead

Why Harvey

Harvey is a secure AI platform for professionals in law, tax, and finance that augments productivity and automates complex workflows. Harvey uses algorithms with reasoning-adept LLMs that have been customized by our expert team of lawyers, engineers and research scientists. We’ve found product market fit and are scaling our team very quickly. Some reasons to join Harvey are:

• Exceptional product market fit: We have partnered with the largest law firms and professional service providers in the world like A&O, PwC, and many others.
• Strategic investors: Raised over $100 million from strategic investors including Sequoia, Kleiner Perkins, and the OpenAI Startup Fund.
• World-class team: Harvey is hiring the best technical and non-technical talent from places like DeepMind, Google Brain, Stripe, FAIR, Tesla Autopilot, Superhuman, and Glean.
• Partnerships: Our engineers and researchers work directly with OpenAI to build the future of generative AI and redefine professional services.
• Performance: $0-20M ARR in the last 12 months.
• Value: Top of market cash and equity compensation.

Role 

As the Strategic Finance Lead at Harvey, you will play a crucial role in guiding the financial strategy, decision-making, and planning for our organization. You will report to the CFO and work closely with the executive team to shape the future of the company and provide key insights that drive business success. The ideal candidate is a highly analytical and self-motivated professional with exceptional financial acumen and a proven track record in strategic financial leadership. 

Responsibilities

• Establish the strategic finance function that will support the executive team in strategic decisions (resource investments, business planning, pricing, etc.)
• Lead the company’s annual financial planning process supported by a detailed bottoms-up budget including P&L, cash flow, and balance sheet projections
• Build and own bottoms-up operating model which includes bookings and associated topline, cash collections, cost of sales, etc.
• Identify and track business and departmental KPIs, uncover trends and assess current and future business risks and opportunities
• Collaborate effectively cross-functionally to provide guidance and facilitate financial integration across the organization.
• Utilize analytical skills to extract valuable insights from financial data, market trends, and industry benchmarks to inform strategic decisions. 
• Establish a monthly/quarterly reporting package, and lead the preparation of presentation materials for the Executive team and Board
• Ongoing improvement of financial processes and implementation of tools to enable automation and improve efficiency

Qualifications 

• 7+ years of relevant finance experience, including investment banking / private equity + high-growth start-up experience
• Fundamental understanding of SaaS, subscription, and usage-based business model and KPIs
• Strategic and systems thinker and expert analytical skills
• Demonstrated ability to manage and lead teams
• Ability to multitask, work independently, think critically and problem solve structurally in an ever-changing fast-paced and sometimes ambiguous environment
• Exceptional written and verbal communication skills, with excellent and proven cross-functional and business partnering skills
• Experience with company systems including ERP and CRM systems
• Bachelor's degree in quantitative field preferred

Compensation

In consideration of market analysis and relevant factors, the salary range for this position is set between $200,000 and $250,000. However, adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description. Additionally, this role is eligible to participate in our equity plan and benefits program. Benefits include, but not limited to: Comprehensive health, dental and vision coverage, retirement benefits (401k match up to 4%), and flexible PTO.

Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.