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Senior Director, Strategic Finance & Corporate Development

Role overview

Qualifications

  • Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred
  • 8-12+ years of progressive experience in finance leadership roles and a background in investment banking
  • Highly proficient in Microsoft Excel, with the ability to build and maintain complex spreadsheets and financial models
  • Strong understanding of financial planning, forecasting, and reporting processes

Responsibilities

  • Partner with the CEO, CFO, and executive leadership to provide financial insights that inform strategic decision-making
  • Lead the ongoing build-out and refinement of the corporate financial model to support budgeting, forecasting, and strategic decision-making
  • Prepare materials and support quarterly and ad hoc reporting for executive leadership, the Audit Committee, and the Cardlytics Board
  • Build financial models and business cases to evaluate strategic initiatives, investments, and growth opportunities

Key facts

Other skills

  • Decision Making
  • Budgeting
  • Forecasting
  • Analytical Skills
  • Problem Solving
  • Communication
  • Team Leadership

About the company

Cardlytics logo

Cardlytics

AdTech & Programmatic Advertising

Cardlytics (NASDAQ: CDLX) is an advertising platform in banks' digital channels. We partner with financial institutions to run their banking rewards programs that promote customer loyalty and deepen banking relationships. In turn, we have a secure view into where and when consumers are spending their money. We use these insights to help marketers identify, reach, and influence likely buyers at scale, as well as measure the true sales impact of marketing campaigns. At Cardlytics, we are analysts, developers, and data scientists. We are marketers, account managers, and consultants to our clients. We are all focused on making sense of the data we see to make it informative and actionable for our partners. Headquartered in Atlanta, GA with additional offices in New York, Menlo Park, Los Angeles, Troy, Champaign and London, our team rallies around a common desire to win and to help our clients win. We are focused on building a revolutionizing company, but we still care about each other as human beings, and in fact, we know this is a big part of what makes us great. For more information, visit www.cardlytics.com.

Company details

Company typeSME
IndustryAdTech & Programmatic Advertising
Company size201 - 500

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Job description

About Cardlytics
Founded in 2008, Cardlytics (NASDAQ: CDLX) is the industry-leading purchase intelligence and incentives platform. We make commerce smarter and more rewarding for everyone by helping businesses attract, understand, and incentivize consumers through our partners' digital reward programs. Join us on our mission to make commerce smarter and more rewarding for everyone!

About the Team:

The Strategic Finance team partners closely with leadership across the company to drive financial clarity, operational discipline, and long-term growth. The team sits at the center of the business, connecting strategy, planning, and performance.

About the Position:

Cardlytics is seeking a Senior Director, Strategic Finance & Corporate Development to serve as a strategic finance partner to leadership and help shape the company’s financial direction. This role will play a key part in delivering financial insights, supporting strategic decision-making, and driving planning processes across the business.

Reporting to the Senior Director, Strategic Finance & FP&A, this individual will support the company’s budgeting, forecasting, long-range planning, and financial performance analysis. They will partner closely with cross-functional leaders to provide actionable insights, support executive and Board reporting, and contribute to strategic initiatives that drive the company’s long-term growth and financial objectives. 

You will:

  • Partner with the CEO, CFO, and executive leadership to provide financial insights that inform strategic decision-making

  • Lead the ongoing build-out and refinement of the corporate financial model to support budgeting, forecasting, and strategic decision-making 

  • Prepare materials and support quarterly and ad hoc reporting for executive leadership, the Audit Committee, and the Cardlytics Board

  • Partner with Accounting, Investor Relations, and business leaders to ensure accurate financial reporting and support external communications

  • Mentor members of the Strategic Finance team while fostering strong financial rigor and business partnership

  • Build financial models and business cases to evaluate strategic initiatives, investments, and growth opportunities

  • Identify opportunities to improve financial planning processes, reporting, and decision-support capabilities through automation and best practices

  • Support a strong control environment by partnering with Accounting to ensure the accuracy and integrity of financial information

  • Develop and own financial models, valuation analyses, and business cases to support investment decisions and strategic transactions.

  • Analyze market trends, competitive dynamics, and industry opportunities to inform long-term growth strategy.

  • Develop business cases and financial analyses to support capital allocation and long-term strategic decision-making.

You have:

  • Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred

  • 8-12+ years of progressive experience in finance leadership roles and a background in investment banking

  • Highly proficient in Microsoft Excel, with the ability to build and maintain complex spreadsheets and financial models

  • Strong understanding of financial planning, forecasting, and reporting processes

  • Excellent analytical and problem-solving skills with the ability to translate complex financial data into actionable insights

  • Experience presenting to C-level executives, board members, and external stakeholders

You are:

  • Experienced in a public company environment and familiarity with SEC reporting requirements

  • Knowledgeable of the broader software and technology landscapes

  • Experienced with International finance, particularly in working with global teams and cross-border financial operations (a plus)

Technical Environment

We primarily use macOS and Google Workspace (Docs, Sheets, Slides). While our preferred platform is macOS, we support both macOS and Windows. Familiarity with or willingness to work within this environment is required.

Core Values

Our shared values are the driving force behind everything we do. Across all roles, we are looking for teammates who embody these values:

  • Customer and partner first

  • Act with urgency and focus

  • Integrity with our partners and data

  • Accountability even when challenged

  • Empowerment over hierarchy

  • Growth over comfort

Benefits and Perks

  • Flexible paid time off plus company holidays

  • Medical, dental, and vision insurance begins on your first day

  • 401(k) retirement plan with company match, plan also includes a student loan debt repayment option

  • Employee Stock Purchase Plan

  • Educational assistance for continuing education

  • Lifestyle Spending Account for physical, emotional, and financial wellness (like gym memberships, home down payments, art classes, park passes, and more!)

  • Complimentary Calm app subscriptions to support employee mental health and wellbeing

As an equal opportunity employer, Cardlytics is committed to diversity, equity, and inclusion. Our people bring our products and organization to life, and every unique perspective makes us better. If you can do the job and you’re excited about growing with us as we scale our best-in-class advertising platform, we’d love to hear from you. If you need accommodation in the recruiting process due to a disability, please email recruiting@cardlytics.com or inform your recruiter.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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