Corporate Strategic Finance

Notion Notion · Enterprise · San Francisco, CA · Finance

This role is in Corporate Strategic Finance at Notion, focusing on financial planning, forecasting, and strategic analysis. While the role involves actively using and experimenting with AI tools to improve financial workflows and reporting, the core function is not building or shipping AI models or systems. The primary output is financial insights and strategic guidance for executive decision-making, making it a product-focused role within the enterprise AI domain, with an AI maturity signal of 'Exploring' due to the emphasis on adopting AI tools.

What you'd actually do

  1. Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting.
  2. Lead the long-range planning (LRP) process and annual budgeting cycle - including setting and pressure-testing the company's financial targets across Revenue, Expense, and Headcount. Translate multi-year business assumptions into a cohesive financial outlook that leadership can plan and make decisions against.
  3. Own Notion’s financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
  4. Build and maintain sophisticated, dynamic financial models - stress-test scenarios, surface risks / opportunities early, and continuously sharpen forecast methodology in high-impact areas.
  5. Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.

Skills

Required

  • 5+ years experience in Corporate FP&A, Corporate Finance, Strategic Finance, Investment Banking, Private Equity, Management Consulting, or related fields in the technology industry
  • Experience with financial modeling, consolidations, P&L Management, forecasting, Budget vs Actuals, annual and long-range planning
  • Exceptional financial modeling skills - you build models that are flexible, scenario-ready, and auditable
  • Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
  • Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
  • Strong work ethic, reliability, and attention to detail - “get it done” attitude

Nice to have

  • Experience with a high-growth SaaS company
  • Experience with NetSuite, Workday, Zip, and FP&A planning tools (Pigment, Adaptive, Anaplan)
  • Hands-on experience building automations or AI-assisted workflows within a Finance context (e.g. using LLM APIs, no-code tools, or scripting to eliminate manual work)
  • Working knowledge of SQL

What the JD emphasized

  • Actively apply AI tools to transform how we work
  • Champion AI adoption on the team by experimenting with new tools and sharing what works
  • You actively use AI tools (e.g. Claude, Gemini, ChatGPT) in your day-to-day work