Strategic Finance Associate

Develop a comprehensive view of revenue flow across the business: Marketing → Sales → Customer Success → Financial outcomes

Analyze funnel, pipeline, revenue, and retention performance to pinpoint key drivers, risks, and opportunities

Track GTM KPIs and financial metrics, concentrating on the levers that influence growth and profitability

Build and maintain operational models (financial statements, revenue models, and unit economics)

Support recurring forecasts and executive reporting, maintaining clear visibility into performance relative to expectations

Perform variance analysis and deliver concise explanations alongside actionable recommendations to leadership

Prepare board and investor reporting, ensuring the accurate presentation of financial results and key business metrics

Synthesize complex data into clear, actionable insights to guide strategic and operational decisions

Evaluate pricing, packaging, GTM investments, and strategic initiatives through quantitative impact analysis

Partner cross-functionally to accelerate decision velocity and elevate execution

Leverage AI tools to accelerate analysis, enhance reporting quality, and automate manual workflows

Identify opportunities to apply AI toward forecasting, data processing, and operational optimization

Proactively experiment with and adopt emerging AI capabilities

3–5 years of experience in strategic finance, investment banking, private equity, consulting, FP&A, or RevOps

Advanced financial modeling skills, including driver-based forecasting, 3-statement modeling, and scenario/sensitivity analysis

Strong analytical and quantitative capabilities, with proven expertise in modeling and data interpretation

Excellent communication skills, with the ability to distill complex financial analyses into crisp narratives tailored for an executive audience

Experience with CRM/reporting systems, BI tools, and SQL is a plus

A curious, resourceful mindset with comfort operating in fast-moving environments