Corporate Finance, Special Projects

About the role

Partner with Finance, Accounting, and cross-functional partners to mint and report 3-statement forecasts. Drive critical monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials that precipitates business decisions. Pioneer AI-augmented financial modeling for Corporate Finance: apply emerging AI tools in practical, rigorous ways, develop reusable Finance skills and automation workflows, and help evolve our models from static spreadsheets into more modular, AI-enabled systems.

Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team. Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas. Oversee equity burn rate and shareholder pool tracking, ensuring alignment with long-term capital strategy. Partner with Consolidations and Business teams to develop long range plan and evolve forecasting process to uplevel our forecast accuracy. Tackle new & evolving priorities for the team, including ad hoc analyses.

Responsibilities

• Partner with Finance, Accounting, and cross-functional partners to mint and report 3-statement forecasts.
• Drive critical monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials that precipitates business decisions.
• Pioneer AI-augmented financial modeling for Corporate Finance: apply emerging AI tools in practical, rigorous ways, develop reusable Finance skills and automation workflows, and help evolve our models from static spreadsheets into more modular, AI-enabled systems.
• Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team.
• Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
• Oversee equity burn rate and shareholder pool tracking, ensuring alignment with long-term capital strategy.
• Partner with Consolidations and Business teams to develop long range plan and evolve forecasting process to uplevel our forecast accuracy.
• Tackle new & evolving priorities for the team, including ad hoc analyses.

Requirements

• 6+ years experience in investment banking, private equity, and/or corporate finance.
• Excellent financial modeler with analytical mindset.
• Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us.
• Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes.
• Strong work ethic, reliability, and attention to detail - “get it done” attitude.

Skills

• You'll need to bring:
• 6+ years experience in investment banking, private equity, and/or corporate finance.
• Excellent financial modeler with analytical mindset.
• Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us.
• Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes.
• Strong work ethic, reliability, and attention to detail - “get it done” attitude.

Nice to Haves

• Prior experience managing Free Cash Flow (both direct and indirect method).
• Experience with a high-growth SaaS company.
• Experience with Netsuite, Workday, Zip, and planning tools.

Benefits

Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $190,000 - $220,000 per year.