Senior Strategic Finanace Associate

Responsibilities

• Own the end-to-end financial planning process for a major domain (GTM, R&D, or G&A) — from brief to delivery — setting quality standards and accountability mechanisms
• Define the 6–12 month financial strategy for your domain, validating assumptions with business partners and translating strategy into financial outcomes and leading indicators
• Build business cases for major investments with clear assumptions, risk quantification, and second-order effects
• Design and improve planning processes, tooling, and data definitions that reduce rework across teams and raise the quality of financial outputs org-wide
• Lead cross-functional analyses with clear milestones and owners, resolving forecast disagreements with principled rationale and crisp financial narratives
• Partner with functional budget owners to ensure data quality, metric consistency, and alignment on assumptions

Requirements

• 5–8 years of FP&A or Strategic Finance experience, ideally in high-growth SaaS; demonstrated ownership of a planning domain end-to-end
• Proven ability to design planning processes and frameworks and to influence decisions across teams without direct authority
• Expert-level financial modeling skills; fluent in SaaS unit economics, driver-based forecasting, 3-statement modeling, and scenario/sensitivity analysis
• Deep expertise across multiple planning domains (GTM, R&D, G&A); experience partnering with senior functional leaders on budget strategy and investment decisions
• Strong SQL skills and experience working with BI tools, FP&A platforms, and ERP systems; comfortable specifying data needs and improving data quality upstream
• Excellent communication skills — can distill complex financial analysis into crisp narratives tailored to exec audiences
• BS/BA in Economics, Finance, Accounting, or related field; MBA or CFA a plus

Nice-to-Haves

• MBA or CFA