Director, Finance Strategy & Operations

Job Description

Job Description

About Us

HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users  with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.

Our People

With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.

Our Impact

As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.

Position Overview

We’re hiring a Director, Finance Strategy & Operations to serve as a strategic operating partner to our Chief Financial Officer (CFO) and Finance leadership team. This is a strategic, execution-heavy role responsible for ensuring our Finance function has the operating rhythm, systems, and efficiency to scale in a fast-growing, global SaaS company.

Unlike a traditional Finance role, this position will act as the program architect and operator for high-impact initiatives on behalf of the CFO. You’ll be a force multiplier for Finance helping design, manage, and execute initiatives that keep the organization disciplined, efficient, and forward-looking. You’ll also serve as the eyes and ears of the CFO in key meetings, representing Finance priorities and ensuring follow-through. This is a Director-level individual contributor role with high visibility inside the Finance, Accounting, and Billing Operations teams.

What You’ll Do -

Finance Program Project Management Office (PMO)

• Establish and lead a Program Management Office (PMO) for the CFO to drive accountability for critical Finance and Accounting initiatives (e.g., close optimization, public company readiness, financial reporting, budgeting, forecasting, revenue  and billing operations, systems / process improvements).
• Translate strategic financial goals into operational action items across departments.
• Develop and maintain templates, planning tools, milestone tracking, and reporting cadences.
• Act as a central coordination point, ensuring accountability, momentum, and consistent progress across Finance and Accounting.
• Monitor key financial metrics and develop dashboards to inform executive decision-making.

Planning, Goal Tracking & Operating Rhythm

Finance Operations & Special Projects

Systems, Process, & AI Enablement

Executive Partnership

What You’ll Bring -

Equal Employment Opportunity Information

The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.