# Finance Associate

**Company:** [Brex](https://hotfix.jobs/companies/brex)
**Location:** San Francisco, CA
**Role:** Finance & Accounting
**Salary:** $115k – $130k/yr
**Experience:** 2+ years
**Skills:** Excel, PowerPoint, Financial Modeling, Forecasting, Budgeting, AI Tools, FP&A, Management Reporting, Headcount Planning, Quantitative Analysis
**Posted:** 2026-04-02

> Finance Associate owns forecasting, planning, modeling, and management reporting for executive leadership, while building AI tooling to automate workflows. Requires 2+ years in FP&A or related, bachelor's degree, and mastery of Excel/PowerPoint.

## Job Description

## Responsibilities

### Financial Planning & Modeling
- Own our forecasting & planning process, managing our operational model and collaborating with stakeholders to make recommendations that drive the business forward
- Review, evaluate, maintain, and improve financial models used for OKRs and operational & financial reporting
- Participate in budgeting, forecasting, headcount planning, and G&A finance processes

### Management Reporting & Performance
- Own our monthly management reporting and bi-weekly rolling forecast process delivered directly to our executive leadership team
- Support Finance Business Partners with the creation of Budget vs. Actuals materials

### Shared Across Both Workstreams
- Build out and maintain Finance AI tooling and financial systems infrastructure, identifying opportunities to automate reporting and scale the team's impact
- Contribute to special projects and ad hoc analyses supporting senior leadership

## Requirements
- Bachelor’s Degree in Economics, Finance, Business, or related field
- 2+ years of Strategic Finance, FP&A, or Investment Banking experience
- An AI-first mindset: you default to asking how AI can improve every workflow, you actively experiment with new tools, and you have used AI to accelerate analysis or automate a task
- Mastery of **Excel** and **PowerPoint** with proven experience in building financial models and managing complex data
- Strong communication, team-working, quantitative and analytical skills
- Intellectual curiosity, a collaborative work style, and the drive to take ownership in a fast-moving environment
- Comfort managing multiple workstreams simultaneously and proactively driving work forward without being asked
- A bias toward proactive insight over reactive reporting
- Ability to operate independently, build structure in ambiguous environments, and prioritize effectively

## Compensation
The expected salary range for this role is **$115,000-$130,000 USD**. However, the starting base pay will depend on a number of factors, including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

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