Senior Finance & Strategy Associate
Leads financial planning, analysis, modeling, and strategic reporting to drive business decisions. Partners cross-functionally on forecasting, KPIs, and growth initiatives in a high-growth SaaS environment. Requires 3+ years FP&A experience, advanced Excel, and bachelor's in quantitative field.
Financial Planning & Analysis
- Lead monthly, quarterly, and annual forecasting processes, ensuring alignment with business objectives and translating actuals into forward-looking projections
- Build and maintain financial models for strategic initiatives, program growth, scenario analysis, and long-range planning
- Support unit economics analysis, customer cohort modeling, and revenue forecasting to optimize growth levers
- Prepare variance analysis and business reviews that identify trends, risks, and opportunities
Strategic Insights & Reporting
- Build and maintain dashboards and models that track financial and operational performance across teams
- Create executive-level presentations that communicate business performance, strategic recommendations, and key metrics
- Design and implement KPIs that drive decision-making across go-to-market, product, and operations
- Develop reporting infrastructure and automation to scale insights as the business grows
- Support evaluation of M&A opportunities, partnerships, and new business initiatives
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related quantitative field
- 3+ years of experience in FP&A, corporate finance, management consulting, investment banking, or related analytical roles
- Advanced proficiency in Excel (pivot tables, complex formulas, financial modeling)
- Strong financial modeling and forecasting capabilities with experience building models from scratch
- Solid understanding of financial statements, SaaS metrics, and how business operations translate to financial performance
- Exceptional analytical and problem-solving skills with ability to distill complex information into clear recommendations
- Strong communication and presentation skills with ability to influence cross-functional stakeholders
- Self-starter mentality with ability to manage multiple priorities and thrive in ambiguity
Nice-to-haves
- Experience in high-growth startups, SaaS, or technology companies
- Proficiency in SQL or other data querying languages
- Track record of building financial planning processes or implementing new systems
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