[Remote] Director of Strategic Finance
Note: The job is a remote job and is open to candidates in USA. ClearOne Advantage is a rapidly growing debt settlement organization seeking a highly analytical and execution-oriented Director of Strategic Finance. This role involves leading financial strategy, M&A initiatives, capital planning, and enterprise financial modeling, while serving as a key business partner to the executive leadership team.
Responsibilities
- Lead corporate development initiatives including M&A sourcing, financial evaluation, due diligence, valuation analysis, and integration planning
- Develop acquisition models, synergy analyses, accretion/dilution models, and investment committee presentations
- Evaluate strategic partnerships, new market opportunities, and growth investments
- Conduct industry, competitor, and market analysis within the debt settlement, fintech, and financial services sectors
- Present strategic recommendations to executive leadership and board members
- Build, maintain, and enhance sophisticated three-statement financial models (Income Statement, Balance Sheet, and Cash Flow Statement)
- Develop integrated operating models supporting revenue forecasting, customer acquisition, servicing operations, and cash flow planning
- Create scenario analyses, sensitivity models, and stress-testing frameworks
- Build long-range financial plans (3–5 years) to support strategic decision-making
- Develop KPI dashboards and financial performance tracking systems
- Lead enterprise cash flow forecasting and working capital management
- Monitor liquidity positions and develop short-term and long-term cash planning models
- Optimize capital deployment and operating cash conversion
- Identify opportunities to improve cash generation, margin expansion, and operational efficiency
- Partner with treasury and accounting teams to improve cash forecasting accuracy
- Support debt financing transactions, refinancing initiatives, and lender negotiations
- Build models evaluating debt structures, covenant compliance, and capital optimization strategies
- Prepare lender reporting packages and financing presentations
- Analyze funding alternatives and capital structure scenarios
- Manage relationships with banks, lenders, and capital providers
- Own annual budgeting, forecasting, and long-range planning processes
- Deliver monthly executive financial reviews highlighting performance against plan
- Develop actionable insights from financial and operational data
- Drive forecasting accuracy across revenue, expenses, profitability, and cash flow
- Support strategic planning initiatives across departments
- Prepare board-level financial presentations and strategic analyses
- Develop KPI reporting packages for executive leadership
- Translate complex financial information into clear business recommendations
- Support investor, lender, and stakeholder communication
- Analyze settlement portfolio performance, enrollment trends, client retention, and settlement rates
- Evaluate profitability by channel, program, and customer cohort
- Build forecasting models related to settlement timing, creditor behavior, and program outcomes
- Partner with operations and sales leadership to optimize business performance
- Support regulatory and compliance-driven financial analyses
Skills
- Bachelor's degree in Finance, Accounting, Economics, or related field
- MBA, CFA, or similar advanced credentials preferred
- 8–12+ years of progressive experience in investment banking, private equity, corporate development, strategic finance, or FP&A leadership
- Prior experience within financial services, fintech, consumer finance, debt settlement, lending, restructuring, or related industries strongly preferred
- Advanced expertise in three-statement financial modeling and valuation methodologies
- Extensive M&A transaction experience, including due diligence, valuation, negotiations, and integration planning
- Strong understanding of cash flow management, capital structure, debt financing, and liquidity planning
- Experience preparing executive, board, and lender presentations
- Advanced Excel and financial modeling capabilities
- Former Investment Banking Associate, Vice President, Director, or Managing Director
- Experience in leveraged finance, restructuring, financial services, or specialty finance sectors
- Background supporting private equity-backed or high-growth organizations
- Experience leading strategic finance functions through rapid scaling and acquisition activity
- Demonstrated ability to influence executive decision-making through financial analysis
Company Overview