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Strategic Finance Business Partner - Corporate Finance

harvey

Híbrido New York
Administrative Human Resources Product Owner

Job Score

100 pts
Hybrid model (+80) Administrative (+10) Human Resources (+10) Product Owner (+10)

Why Harvey

At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.

This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.

Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.

At Harvey, the future of professional services is being written today — and we’re just getting started.

Role Overview

As a Strategic Finance Partner at Harvey, you will play a crucial role in guiding the financial strategy and planning for the company to support both rapid growth and our long-term financial profile. You will be responsible for providing key insights and financial frameworks that underpin the company's most consequential decisions and help shape the company’s biggest investments. This is a cross-functional and strategic role that will partner with executives and teams across the entire company.

What You'll Do

  • Build & own core operating models to help identify key business drivers and maintain a dynamic forecast in a fast changing environment.

  • Prepare and deliver clear, concise, and insightful financial analyses to support strategic decision-making by executives and cross-functional partners.

  • Uplevel our financial infrastructure and reporting - build scalable processes, dashboards, and systems that grow with the company.

  • Provide thoughtful recommendations on financial strategies, investments, and resource allocation decisions, grounded in an in-depth understanding of the company's financial objectives.

  • Drive annual and long-range planning cycles, including target-setting, budgeting, benchmarking, and scenario analysis across the corporate cost base.

What You Have

  • 6+ years of experience, including strategic finance roles at high-growth technology companies.

  • Low-ego high-drive work style, with a focus on detail and high personal bar for quality

  • Strong financial modeling skills and the ability to build complex operating models from scratch, including experience with unit economics and cost structure analysis.

  • Exceptional communication skills - the ability to distill complex financial concepts into clear, actionable insights for executive and cross-functional audiences.

  • Comfort with ambiguity and a bias toward ownership - a track record of thriving in fast-moving, unstructured environments and driving stakeholders toward decisions.

Compensation

$160,000 - $220,000 USD

Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices here.

#LI-BG1

Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai

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About Administrative

The Administrative area is responsible for ensuring the efficient functioning of all organizational operations. Administrative professionals manage processes, human resources, procurement, and facility management.

Key skills include process management, Office 365, administrative ERPs, compliance, and people management. Knowledge of automation and AI tools is becoming increasingly relevant.

The digitization of administrative processes has created new opportunities for professionals who master technology and management.

About Human Resources

The Human Resources area is responsible for all people management in organizations, from attracting and selecting talent to developing, retaining, and ensuring employee well-being. HR professionals are fundamental to building strong organizational cultures and engagement.

Key skills include recruitment and selection, compensation and benefits management, learning and development (L&D), organizational climate, employee engagement, labor law, labor relations, and HR tools (Workday, SAP SuccessFactors, Bamboo HR). Knowledge of people analytics and data-driven HR is a differentiator.

HR professionals in technology companies are highly valued, especially those who master employer branding, people analytics, and talent retention strategies. The field offers opportunities from HR analyst to Chief People Officer, with a focus on culture, engagement, and people growth.

About Product Owner

The Product Owner (PO) is the professional responsible for maximizing the value of the product delivered by the development team. They act as the voice of the customer and stakeholders, managing and prioritizing the product backlog, defining clear user stories, and ensuring the team works on the most valuable items for the business.

Key skills include backlog management, user story writing, prioritization (Mascow, RICE), agile methodologies (Scrum, Kanban), and stakeholder communication. Knowledge of tools like Jira, Trello, Azure DevOps, and Miro is essential.

Product Owners are highly sought-after professionals in the technology market, working collaboratively with Scrum Masters, Product Managers, and engineering teams to drive agility and continuous value delivery.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Business Analysis

The Business Analyst (BA) is the professional responsible for identifying problems, opportunities, and solutions in organizational processes, acting as a bridge between business areas and the technology development team. They gather and specify requirements, map value streams, design future processes, and help ensure that software deliveries align with the company's strategic goals.

About Product Manager

The Product Manager (PM) is the professional responsible for defining the strategy, vision, and roadmap of a digital product. They work at the intersection of technology, business, and user experience (UX), leading the discovery and delivery of solutions that solve real problems in a viable way for the company.

Key skills include product discovery, data and metrics analysis (AARRR, NPS, LTV), user research, go-to-market strategy, roadmapping, strategic prioritization, and leadership by influence. Tools like Amplitude, Mixpanel, Hotjar, Jira, and Notion are fundamental.

Product Managers play a central role in the growth of startups, scale-ups, and large technology companies, with career progression opportunities to Product Leader, Head of Product, and Chief Product Officer (CPO).

About IT Governance

IT Governance is the area responsible for ensuring that information technology resources are used strategically, efficiently, and in compliance with standards and regulations. IT governance professionals ensure that technology supports business objectives in a secure and reliable manner.

Key skills include IT service management (ITIL), IT audit and compliance, risk management, business continuity, disaster recovery, metrics and indicators (SLAs, KPIs), and strategic alignment between IT and business. Frameworks like COBIT, ITIL, ISO 27001, and compliance standards are essential.

IT Governance professionals in technology companies are highly valued, especially those who master ITSM, IT audit, and risk management. The field offers opportunities from governance analyst to CIO/CTO, with a focus on efficiency, compliance, security, and business value.

About Frontend

The Frontend area is responsible for creating the visual interfaces that users interact with on websites and web applications. Frontend professionals combine technical skills with design to deliver intuitive, responsive, and accessible digital experiences.

Key skills include HTML, CSS, JavaScript/TypeScript, frameworks like React, Angular, and Vue, build tools (Webpack, Vite), CSS (Tailwind, Sass), testing (Jest, Cypress), and knowledge of web performance and accessibility (WCAG). Familiarity with design systems and reusable components is a differentiator.

Frontend developers in technology companies are highly valued, especially those who master React, Next.js, web performance, and accessibility. The field offers opportunities from junior developer to frontend architect, with a focus on user experience, performance, and code quality.

About Systems Analyst

The Systems Analyst is the professional responsible for analyzing, designing, and implementing technology solutions that meet business needs. They act as a bridge between business areas and the development team, ensuring that systems deliver real value to the organization.

Key skills include requirements gathering and analysis, process modeling (BPMN), data modeling, technical and functional documentation, system integration (APIs, microservices), and knowledge of ERPs and CRMs. Tools like Jira, Confluence, Visio, and project management platforms are essential.

Systems Analysts in technology companies are highly valued, especially those who master agile requirements analysis (user stories, backlog), system integration, and solution architecture. The field offers opportunities from junior analyst to solution architect, with a focus on efficiency, quality, and technological innovation.

Career Guides

Technology Career Guide

Planning, skills, interviews, and professional growth in IT, Data Science, DevOps, and Product.

Read full guide →

Design Career Guide

UX/UI, Graphic Design, Product Design. Portfolio, tools, interviews, and growth in the Design field.

Read full guide →

Marketing Career Guide

SEO, Paid Media, Growth, Content Marketing. Certifications, tools, and strategies to grow in Digital Marketing.

Read full guide →

Finance Career Guide

Financial market, investments, corporate finance, certifications, and strategies to grow in the financial field.

Read full guide →

Communication Career Guide

Journalism, PR, Corporate Communication, Content Marketing, and Multimedia Production.

Read full guide →

Administration Career Guide

Business Management, HR, Logistics, Consulting, Project Management, and Entrepreneurship.

Read full guide →

Data Career Guide

Data Science, Data Engineering, BI, Machine Learning, and AI. From training to the job market.

Read full guide →

Product Career Guide

Product Management, Product Ownership, Agile, Scrum, and OKRs. From strategy to execution.

Read full guide →

Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

The Evolution of Support and Customer Success

The Evolution of Support and Customer Success: Opportunities, Tools, and the New Professional Profile

Discover how customer service evolved from a cost center into the ultimate growth and retention engine for the world's leading tech and SaaS companies.

The Current Landscape: From Cost Center to Revenue Engine

Historically, customer support was viewed by companies merely as a reactive department, focused on troubleshooting technical issues and closing tickets. However, with the consolidation of the SaaS (Software as a Service) business model and the subscription economy, the game has drastically changed.

Today, Customer Experience (CX) and Customer Success (CS) are the pillars of a company's financial sustainability. The logic is simple: in a highly competitive market, the Customer Acquisition Cost (CAC) is incredibly high. Losing a customer (Churn) means bleeding money. The modern support professional is, in reality, a strategist focused on retention, account expansion (Upsell/Cross-sell), and ensuring that the client achieves their desired outcomes using the product.

"Acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one." — Harvard Business Review

Customer Support vs. Customer Success: Understanding the Difference

Although both areas walk hand-in-hand, their roles and success metrics in the job market are distinct. Understanding this difference is crucial for anyone looking to enter or advance in this career:

  • Customer Support: Predominantly reactive and transactional. The focus is on the speed and efficiency of issue resolution. Common metrics include First Response Time (FRT), Mean Time to Resolution (MTTR), and Customer Satisfaction Score (CSAT).
  • Customer Success: A proactive and long-term function. The goal is to ensure the customer extracts maximum value from the product. CS professionals analyze the Health Score, conduct Quarterly Business Reviews (QBRs), and directly target Net Retention Revenue (NRR) while combating Churn.

Market Opportunities and Global Remote Work

The global market for B2B Support and CS professionals is hotter than ever. Startups and major international corporations are massively hiring talent worldwide to provide 24/7 coverage across different time zones.

Opportunities range from entry-level roles, such as Customer Support Representative (CSR), to high-level executive positions like Key Account Manager, Implementation Specialist, Customer Success Manager (CSM), and Head of CX. For professionals with native or fluent English, "Global Remote" and "US Remote" positions offer highly competitive six-figure compensation packages, equity, and aggressive benefits.

Tech Stack: The Tools You Must Master

To pass through the rigorous ATS (Applicant Tracking Systems, like Greenhouse or Ashby) used by top-tier tech companies, your resume must showcase familiarity with the platforms that orchestrate the customer journey. The most demanded tools include:

  • Zendesk and Intercom: The global leaders in ticket management, asynchronous chat, and omnichannel support automation.
  • Salesforce and HubSpot: Essential CRMs (Customer Relationship Management) to maintain data history and alignment between Sales and Support teams.
  • Jira and Confluence: Atlassian tools crucial for escalating frontline bugs directly to the Engineering and Product teams.
  • Gainsight and Totango: Enterprise-grade platforms specifically built for Customer Success, used to monitor portfolio health predictively.

The Profile of the Modern CX Professional

The stereotype of the agent reading from a rigid script is a thing of the past. Tech recruiters are looking for a profile that blends emotional intelligence with analytical (data-driven) capabilities. The most valued competencies today are:

  1. Empathy and Resilience: The ability to de-escalate frustrated clients and turn crises into loyalty-building opportunities.
  2. Flawless Asynchronous Communication: Especially in remote work environments, clarity in writing emails, documentation, and chat threads is non-negotiable.
  3. Data Literacy: Knowing how to read dashboards, spot where users are getting stuck in the product, and suggest improvements based on hard data.
  4. Product Vision: Modern support acts as the primary feedback loop between the end-user and the Engineering and UX Design teams.