Strategic Finance Manager

About Baton

Baton equips business owners and buyers with a modern, data‑driven marketplace to buy or sell, offering valuations grounded in real financials and allowing them to close deals 2x faster than the industry norm. We recentlyclosed our Series A to scale this vision further. We are proud to be building in person in New York City.

Why join us

• Rapid momentum — We’re gaining traction quickly & our valuation tools, off‑market listings, and streamlined closing processes are changing how small business deals happen at scale.

• Ownership from day one — As a small, lean team, every hire carries outsized impact; from shaping product direction to building a culture of customer-first execution.

• In-person energy & collaboration — Based in NYC, we foster a tight-knit, energetic team environment where voice matters and decisions move fast.

• Mission with heart — We’re clearing the path for small business owners to take meaningful steps forward by providing them clarity, speed, and confidence when it matters most.

• World-class investors & runway for impact — Backed by Obvious, Giant Ventures, Divergent, Trust Fund, Burst Capital, Bloomberg Beta, and others, our Series A sets a deliberate course for growth and meaningful scale.

• Competitive compensation & perks — Expect market‑competitive pay, equity, fully-covered health benefit options, flexible time off, commuter perks, in-office snacks, and a true culture of low ego and high respect.

Role Overview

As Strategic Finance Manager, you are a high-impact player at the financial nerve center of a mission-driven company with bold ambitions to reshape the financial future for millions of small and medium-sized businesses. Reporting directly to the Head of Finance, you’ll own the models, analyses, and insights that drive Baton’s growth and business operations.

From forecasting and pricing strategy to customer economics, marketing ROI, and cohort analysis, your work will directly inform decisions across the business. This is a unique opportunity to join early, shape the future of finance at Baton, and make an outsized impact at a company where finance isn’t back office, it’s the engine of strategy.

Key Responsibilities

• Financial Management & Forecasting: Manage day-to-day finance functions, including forecasting, budgeting, and cash flow management. Use expert-level spreadsheet skills to build and maintain detailed models to track and project revenue and profitability.

• Data-Driven Insights: Use data analytics and visualization tools to track KPIs, uncover insights, design dashboards, and guide leadership decisions.

• Strategic Pricing & Structuring: Develop pricing strategies and product structures to optimize growth and profitability.

• Customer Economics: Lead analyses of lifetime value (LTV), customer acquisition costs (CAC), and related unit economics by customer cohort. Evaluate marketing ROI and conduct marketing funnel analysis.

• Cross-Functional Support: Partner with growth, sales and transaction teams to align financial strategy with company goals.

• Investor & Board Support: Contribute to reporting and board presentations.

Qualifications

Required:

• 2-5 years of professional experience in investment banking, management consulting, or Big Four auditing/advisory.

• Strong academic background in finance, economics, accounting, or other quantitative fields.

• Expert-level Excel/Sheets skills with experience building dynamic models.

• Strong familiarity with accounting and finance principles.

• High attention to detail, intellectual curiosity, and comfort with ambiguity.

• Excellent written and verbal communication skills.

• SQL skills and experience deriving insights from large datasets via BI and visualization tools such as Hex, Tableau, Power BI, or Google Data Studio.

Preferred:

• Experience in a high-growth startup or technology company.

• Familiarity with SaaS metrics, marketplaces, and/or subscription businesses.

• Exposure to strategic pricing and structuring.

Why Baton

• Mission-driven work: empowering entrepreneurs and shaping the future of small business transitions.

• A collaborative, data-driven, and growth-oriented culture.

• An opportunity to make a significant impact at an early stage in our journey.

Benefits

• Employer contribution for all healthcare options

• 401k plan / short-term disability

• Five weeks of paid time off, generous sick leave, and six weeks of flexible Work From Anywhere days

• On-demand mental health support from Spill

• Laptop of your choice

• Parental leave program

• The opportunity to make a meaningful impact on the lives of small business owners and their communities

Help us create the next great asset for everyone

• We believe that democratizing access to small business ownership with reliable data and tools for buying and selling businesses will reshape the economy.

• At Baton, we’re building the AI-native platform that makes small business transitions transparent, fast, and fair as we support the millions of baby boomers who have poured their life into their small business.

• We’re already the largest marketplace in the space with nearly 100 closed transactions & thousands of listings in front of tens of thousands of active buyers on the platform.