What are the responsibilities and job description for the Strategic Finance Lead position at Rogo?
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
Key Qualifications and Experience
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
- 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
- Prepare board materials, KPI reporting, and executive readouts
- Ensure consistency and credibility across metrics, forecasts, and external storytelling
Key Qualifications and Experience
- 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
- 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
- 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.
- 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.