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Strategic Finance Associate

145k – 155kNew York, NYSan Francisco, CAFinance & AccountingOnsite5+ YOE
Summary

Builds and maintains financial models for forecasting, headcount, margins, and investor reporting. Partners cross-functionally on GTM planning, budgeting, and strategic projects at a high-growth AI startup. Requires 5+ years in finance with strong modeling and SaaS metrics experience.

About the role

What You’ll Do

  • Build and maintain financial models across revenue forecasting, headcount planning, and cost and gross margin analysis
  • Own Board and investor reporting: packaging financial results, variance analysis, and forward-looking narratives into clear, accurate materials
  • Build dashboards and reporting that give leadership real-time visibility into revenue, burn, unit economics, and key operating metrics
  • Partner with Sales and RevOps on go-to-market planning, quota modeling, pipeline analysis, and CAC payback tracking
  • Support fundraising, investor relations, and strategic transactions, including M&A and partnerships, with data-driven analysis and materials
  • Work cross-functionally with Marketing, EPD, and People to support budgeting, headcount decisions, and business reviews
  • Drive procurement, vendor evaluation, and cost optimization across the company
  • Support the accounting close process and own key elements of financial operations as we build out the function
  • Take on high-priority, ambiguous projects that move the needle: pricing strategy, market analysis, sales compensation design, or whatever the business needs most
  • Identify and solve operational bottlenecks before they become problems
  • Identify process gaps and build systems, using AI tools where they add real leverage to keep finance running efficiently at scale

What You’ll Bring

  • You run to the roar: you lean into hard problems, ambiguity, and fast-moving challenges
  • 5+ years of experience in finance, with a mix of investment banking, FP&A, or strategic finance at a high-growth tech company
  • Strong financial modeling skills: you can build a clean, well-structured model from scratch and explain it to a non-finance audience
  • Experience supporting or owning Board and investor reporting in a startup or growth-stage company
  • Familiarity with SaaS or usage-based business models, including ARR, NRR, CAC, and LTV metrics
  • Comfort operating in ambiguity - you don't need a fully defined scope to do good work
  • A genuine interest in AI tools and how they can improve the way finance work gets done
  • Clear written and verbal communication; you'll be presenting to leadership and partnering with people across every team
  • You have start-up DNA: You thrive in fast-paced, ambiguous environments with fast-moving teams where scope and priorities evolve
  • You are motivated to build something great: you hold a high bar for quality, craft, and impact
  • You embrace hot takes: you share informed opinions, challenge the status quo, and engage in constructive debate
  • You operate with maximum agency: you take ownership, move work forward independently, and help others unblock

Compensation

Annual salary: $145,000 - $155,000

Skills
financial modelingExcelSaaS metricsARRNRRCACLTVdashboardsAI toolsFP&A
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