Strategic Finance Associate

About the Role: This role is deliberately broad. You'll own financial models across forecasting, go-to-market planning, cost and gross margin analysis, Board and investor reporting, and CAC payback analyses. You'll work closely with Sales, RevOps, Marketing, EPD, and People to make sure financial clarity informs decisions across the company, not just inside finance. You'll use AI tools actively, both to accelerate your own work and to help build the systems that scale our finance function as we grow. We're looking for someone who combines the analytical rigor of investment banking or private equity with the scrappiness and speed of an early-stage operator. You can build a three-statement model one day and negotiate a vendor contract the next. You won't be on the sidelines. You'll be front and center, turning data and frameworks into the decisions that move the business forward. This is an in-office role based in our San Francisco or New York office. What You'll Do: Build and maintain financial models across revenue forecasting, headcount planning, and cost and gross margin analysis Own Board and investor reporting: packaging financial results, variance analysis, and forward-looking narratives into clear, accurate materials Build dashboards and reporting that give leadership real-time visibility into revenue, burn, unit economics, and key operating metrics Partner with Sales and RevOps on go-to-market planning, quota modeling, pipeline analysis, and CAC payback tracking Support fundraising, investor relations, and strategic transactions, including M&A and partnerships, with data-driven analysis and materials Work cross-functionally with Marketing, EPD, and People to support budgeting, headcount decisions, and business reviews Drive procurement, vendor evaluation, and cost optimization across the company Support the accounting close process and own key elements of financial operations as we build out the function Take on high-priority, ambiguous projects that move the needle: pricing strategy, market analysis, sales compensation design, or whatever the business needs most Identify and solve operational bottlenecks before they become problems Identify process gaps and build systems, using AI tools where they add real leverage to keep finance running efficiently at scale What You'll Bring: You run to the roar: you lean into hard problems, ambiguity, and fast-moving challenges 5+ years of experience in finance, with a mix of investment banking, FP&A, or strategic finance at a high-growth tech company Strong financial modeling skills: you can build a clean, well-structured model from scratch and explain it to a non-finance audience Experience supporting or owning Board and investor reporting in a startup or growth-stage company Familiarity with SaaS or usage-based business models, including ARR, NRR, CAC, and LTV metrics Comfort operating in ambiguity - you don't need a fully defined scope to do good work A genuine interest in AI tools and how they can improve the way finance work gets done Clear written and verbal communication; you'll be presenting to leadership and partnering with people across every team You have start-up DNA: You thrive in fast-paced, ambiguous environments with fast-moving teams where scope and priorities evolve. You are motivated to build something great: you hold a high bar for quality, craft, and impact. You embrace hot takes: you share informed opinions, challenge the status quo, and engage in constructive debate You operate with maximum agency: you take ownership, move work forward independently, and help others unblock Compensation Annual salary: $145,000 - $155,000 Compensation Philosophy: We offer competitive compensation that includes base salary, variable compensation for relevant roles, meaningful equity, benefits, and perks. Actual compensation and offerings will vary based on role, level, and location. Team members in the EU, UK, and APAC receive locally competitive benefits aligned with regional norms and regulations. Benefits Benefits include medical, dental, and vision coverage, flexible vacation, a 401(k) plan, meals on in-office days in the US and more. #J-18808-Ljbffr