Senior Associate, Finance

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the long-term, three-statement monthly operating model.

• Collaborate with the executive team to create forecasts and maintain scenario planning.

• Clarify discrepancies between actual outcomes and projections.

• Prepare materials for Board reporting and reviews with the executive team.

• Develop annual and quarterly budgets and targets in conjunction with department heads and the executive team.

• Partner with accounting to conduct monthly budget-to-actual reviews for the company, segments, and budget owners.

• Oversee the monthly customer cohort model.

• Conduct weekly and monthly financial KPI reviews.

• Perform analyses to uncover opportunities for operational enhancements.

• Collaborate with company leaders to gain insights into business operations.

• Spearhead the transition to an AI-native finance technology framework and automated FP&A processes.

• Identify potential partnership and financing avenues in conjunction with the executive team.

• Assist in due diligence activities.

• Create pro forma business cases for prospective strategic partnerships.

• Work closely with the CFO and Co-Founder on materials for operational decision-making and Board presentations.

⛳️ Requirements

• A bachelor's degree in finance or accounting.

• Over 3 years of experience as a financial analyst or associate, or equivalent roles (e.g., investment banking, private equity, corporate development).

• Proficient in constructing three-statement financial projection models.

• Comfortable with scenario modeling techniques.

• Knowledgeable about revenue and expense recognition principles in consumer subscription or enterprise SaaS.

• Exceptional skills in Excel.

• Strong proficiency in PowerPoint.

• Meticulous attention to detail.

• Capable of working under tight deadlines and pressure.

• Able to produce substantial output efficiently.

• Skilled in managing multiple priorities concurrently.

• Competent in clearly explaining financial work and underlying assumptions.

• Bonus, though not mandatory: Experience with automated financial planning and KPI reviews.

🏝️ Benefits

• Equity compensation.

• Unlimited paid time off (PTO).

• Comprehensive insurance coverage.

• Flexible remote work options.

• Fully paid parental leave.

• 401(k) matching program.

• Stipend for spiritual development.

• Health and wellness stipend.

• Home-office setup stipend.

• Learning and development stipend.

• Consideration for discretionary bonuses at the end of each fiscal year.