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Finance Associate

115k – 130kNew York, NYHybrid2+ YOE
Summary

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.

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
Skills
ExcelPowerPointFinancial ModelingFP&AForecastingBudgetingAI ToolsData AnalysisStrategic FinanceInvestment Banking
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