Strategic Finance and Investor Relations Manager
About the position
We are seeking a Strategic Finance & Investor Relations Manager to support monday.com’s growing public-company finance function. This role sits at the intersection of investor communications, corporate development, financial planning, and strategic analysis, partnering closely with the Head of Investor Relations, Head of Corporate Development, CFO, executive leadership, and cross-functional teams.
The ideal candidate is highly analytical, detail-oriented, and comfortable operating in a fast-paced, high-visibility environment. This role offers significant exposure to senior leadership and the investment community, with opportunities to shape external messaging and internal decision-making as monday.com continues to scale.
Please note that this is a hybrid position of 3 days/week in our NYC office.
About The Role
Investor Relations & Capital Markets
Support quarterly earnings processes, including earnings materials, Q&A preparation, earnings call scripts, and post-earnings follow-ups
Prepare and maintain investor presentations, fact books, and long-term financial narratives
Track and analyze investor feedback, sell-side research, consensus estimates, and market sentiment
Assist in managing investor meetings, conferences, roadshows, and Investor Day events
Help ensure consistent, accurate, and compliant external communications in partnership with Legal and Finance
Strategic Finance & Executive Analysis
Conduct financial and strategic analyses to support long-term planning, capital allocation, and key business initiatives
Analyze KPIs such as ARR, NDR, RPO, customer cohorts, and multi-product adoption to inform executive-level discussions
Support M&A and corporate development initiatives, including target screening, strategic rationale development, financial modeling, valuation analysis, and integration planning in partnership with senior finance and business leaders
Assist with due diligence processes, investment committee materials, and post-acquisition performance trackingPartner with FP&A, GTM, Product, and Strategy teams to evaluate growth levers, pricing, packaging, and investment ROI
Support board materials and executive presentations with clear, data-driven insights
Market & Competitive Intelligence
Monitor public SaaS peers, macro trends, and capital markets developments relevant to monday.com
Develop competitive benchmarking and scenario analyses to support strategic decision-making
Responsibilities
• Support quarterly earnings processes, including earnings materials, Q&A preparation, earnings call scripts, and post-earnings follow-ups
• Prepare and maintain investor presentations, fact books, and long-term financial narratives
• Track and analyze investor feedback, sell-side research, consensus estimates, and market sentiment
• Assist in managing investor meetings, conferences, roadshows, and Investor Day events
• Help ensure consistent, accurate, and compliant external communications in partnership with Legal and Finance
• Conduct financial and strategic analyses to support long-term planning, capital allocation, and key business initiatives
• Analyze KPIs such as ARR, NDR, RPO, customer cohorts, and multi-product adoption to inform executive-level discussions
• Support M&A and corporate development initiatives, including target screening, strategic rationale development, financial modeling, valuation analysis, and integration planning in partnership with senior finance and business leaders
• Assist with due diligence processes, investment committee materials, and post-acquisition performance trackingPartner with FP&A, GTM, Product, and Strategy teams to evaluate growth levers, pricing, packaging, and investment ROI
• Support board materials and executive presentations with clear, data-driven insights
• Monitor public SaaS peers, macro trends, and capital markets developments relevant to monday.com
• Develop competitive benchmarking and scenario analyses to support strategic decision-making
Requirements
• 3+ years of experience in strategic finance, investor relations, investment banking, equity research, or a related role
• Strong financial modeling and analytical skills; ability to synthesize complex data into clear narratives
• Familiarity with public-company reporting, SaaS metrics, and capital markets dynamics
• Excellent written and verbal communication skills, with a high bar for precision and clarity
• High degree of ownership, discretion, and attention to detail
• Experience working cross-functionally and with senior executives
Benefits
• Opportunity to join a well-funded, proven company with big ambitions, competitive salary and benefits package, bonus potential, and eligibility to take part in the company equity incentive program
• An amazing company culture that values transparency and collaboration while never forgetting to have fun while we work!
• Monthly stipends for food, wellness, and commuting
• Fully dedicated learning and development team that provides opportunities for our employees to hone and gain new skills
• Award-winning work environment - named a “Best Place to Work” by BuiltIn as well as “Great Place To Work” certified
• We foster diversity, inclusion, and belonging through our Employee Resource Groups in addition to providing access to resources and education to support our team, facilitate conversations, and encourage understanding
• A global work environment with employees in Tel Aviv, New York, Denver, London, Paris, Warsaw, Munich, São Paulo, Sydney, Melbourne, Tokyo and Singapore
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