Finance Associate role owning forecasting, modeling, and executive reporting at Brex. Requires 2+ years FP&A or IB experience, bachelor's degree, and AI-first mindset with Excel/PowerPoint mastery.
115k – 130k
Hybrid2+ YOEFinance & Accounting
About the role
Responsibilities
Financial Planning & Modeling
Own forecasting & planning process, managing operational model and collaborating with stakeholders to drive business recommendations
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 monthly management reporting and bi-weekly rolling forecast process delivered to executive leadership team
Support Finance Business Partners with 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 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
AI-first mindset: default to asking how AI can improve workflows, actively experiment with new tools, and have used AI to accelerate analysis or automate tasks
Mastery of Excel and PowerPoint with proven experience building financial models and managing complex data
Strong communication, team-working, quantitative and analytical skills
Intellectual curiosity, collaborative work style, and drive to take ownership in fast-moving environment
Comfort managing multiple workstreams simultaneously and proactively driving work forward
Bias toward proactive insight over reactive reporting
Ability to operate independently, build structure in ambiguous environments, and prioritize effectively
Compensation
Expected salary range: $115,000-$130,000 USD
Equity and other compensation may be provided as part of total package
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