Implementation Lead (Financial Consulting & Revenue Analytics)
Location: Needham, MA (Boston Area) or Midtown Manhattan, NY (Hybrid, 4 Days Onsite)
Compensation: $120,000 - $150,000 Base + Competitive Equity
Employment Type: Full-Time
Visa Sponsorship: Not Available (U.S. Citizens and Permanent Residents Only)
About Our Client
Our client is an AI-native financial technology company transforming how finance teams manage revenue data and business insights.
Their platform provides a continuously managed solution that unifies revenue, customer, and operational data into a single source of truth, enabling finance leaders to make faster, more strategic decisions while reducing manual work, complexity, and reporting errors.
Backed by leading investors and experiencing rapid growth, our client partners with high-growth and private equity-backed companies to modernize financial operations through AI-powered analytics and data modeling.
About the Role
Our client is seeking an Implementation Lead to partner with CFOs and finance leaders at high-growth, private equity-backed companies.
In this role, you will own client implementations from kickoff through completion while helping customers build sophisticated revenue models, financial reporting frameworks, and actionable business insights.
This position combines financial consulting, client advisory, analytics, and emerging AI technologies to transform how finance teams analyze and manage their business.
What You'll Do
Lead end-to-end implementation projects for enterprise finance customers from discovery through production.
Partner directly with CFOs and senior finance leaders to understand business operations, revenue models, and reporting requirements.
Analyze historical financial data and reconcile reporting to ensure accuracy and consistency.
Design and build revenue cubes, waterfalls, cohort analyses, and financial data models.
Manage approximately 10 client accounts across implementation and ongoing managed services.
Leverage AI-powered internal tools to automate data modeling, financial analysis, and operational workflows.
Monitor project timelines, deliverables, and client milestones throughout the implementation lifecycle.
Hold customers accountable to project schedules and proactively resolve implementation roadblocks.
Deliver strategic recommendations that improve financial reporting and business decision-making.
Collaborate closely with product, engineering, and data teams to enhance platform capabilities.
Build long-term trusted relationships with executive stakeholders.
Minimum Qualifications
3–7 years of professional experience in:
Financial Consulting
Transaction Advisory Services
Transaction Services
Financial Planning & Analysis (FP&A)
Financial Analytics
Experience working with private equity-backed companies or high-growth organizations.
Strong understanding of:
Revenue waterfalls
Revenue cubes
Cohort analysis
Revenue recognition
Financial reporting
Financial data modeling
Experience managing client relationships independently.
Ability to communicate effectively with CFOs and senior executives.
Strong analytical, problem-solving, and project management skills.
Willingness to work onsite four days per week in Needham, MA or Midtown Manhattan.
Preferred Qualifications
Experience with one or more of the following:
Big Four Transaction Services
Financial Due Diligence
Revenue Analytics
SaaS Finance
Private Equity Portfolio Companies
Enterprise Financial Systems
Experience working with:
SQL
AI-assisted SQL
Salesforce
NetSuite
Data Warehouses
dbt
DuckDB
Large Language Models (LLMs)
OpenAI or Anthropic technologies
Ideal Candidate
We're looking for someone who:
Thrives in fast-paced, high-growth environments.
Enjoys solving complex financial and analytical challenges.
Is highly consultative and customer-focused.
Can independently manage executive-level client relationships.
Takes ownership of projects from kickoff through completion.
Is detail-oriented while maintaining a strategic perspective.
Embraces AI and automation as the future of financial consulting.
Is hands-on and enjoys working directly with data and financial models.
Why Join Our Client?Shape the Future of Finance
Help modern finance organizations leverage AI to modernize financial operations and strategic decision-making.
High Ownership
Lead meaningful client engagements while working directly with executive finance leaders.
Innovative Technology
Work alongside an AI-native team building next-generation financial analytics solutions.
Career Growth
Join a rapidly growing organization where you'll have the opportunity to expand your consulting, finance, and technology expertise while making a measurable impact.
Competitive Compensation
Base Salary: $120,000 - $150,000
Competitive Equity
Comprehensive Benefits
Hybrid Work Environment
Work Environment
Hybrid schedule with four days per week onsite.
Office locations in Needham, Massachusetts (Boston Area) and Midtown Manhattan, New York.
Collaborative, fast-paced startup environment with high visibility and ownership.
Right to Represent (RTR) Authorization
By applying for this opportunity, you acknowledge and authorize LoveFreedom Solution Workforce to represent you exclusively for this position with our client.
By submitting your application, you confirm that:
You have not been submitted to our client for this position by another staffing agency or recruiting firm within the past 12 months.
You authorize LoveFreedom Solution Workforce to present your resume and professional profile to our client for consideration for this specific opportunity.
You understand that representation details will be reviewed and confirmed during your recruiter conversation prior to submission.
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