Strategic Finance Associate

What You'll Do

• Own the development and maintenance of financial models that support budgeting, forecasting, and long-range planning across the business.
• Partner with GTM leaders to analyze pipeline performance, quota attainment, and revenue trends — surfacing insights that inform go-to-market strategy.
• Serve as a trusted finance business partner to Operations, helping translate operational drivers into financial outcomes and improving visibility into unit economics.
• Build and maintain executive-level reporting and dashboards that give leadership a clear, accurate view of business performance.
• Drive the monthly and quarterly close process from a finance perspective — identifying variances, investigating root causes, and communicating findings with clarity.
• Identify opportunities to improve financial processes, reporting infrastructure, and analytical frameworks as the company scales.
• Support M&A and fundraising processes end-to-end, including financial due diligence, valuation analysis, and preparation of investor-facing materials.

What You'll Bring

• 3+ years of experience in strategic finance, FP&A, investment banking, private equity, or a comparable high-rigor, fast-paced finance environment.
• Demonstrated ability to own analytical projects end-to-end — from framing the question to delivering a clear recommendation — with minimal oversight.
• A track record of partnering effectively with non-finance stakeholders — translating complex financial data into plain language that drives decision-making.
• Strong working knowledge of financial planning tools, Excel/Google Sheets modeling, BI platforms and SQL or data querying tools.
• A first-principles approach to problem-solving — you dig into root causes, challenge assumptions, and build durable solutions rather than patching symptoms.
• Clear, structured communication skills — you can synthesize ambiguous information and present it confidently to executive audiences.
• A high ownership orientation: you surface risks early, follow through without reminders, and hold yourself accountable for outcomes, not just outputs.

Bonus Points For

• Experience in a high-growth SaaS or healthcare technology company.
• Familiarity with NetSuite, Salesforce, or similar ERP and CRM platforms.
• Exposure to SQL or data querying tools for self-serve financial analysis.