Senior Associate, Finance

About Our Client

The organization operates within the technology startup space, focusing on impactful consumer solutions and experiencing rapid growth. It addresses challenges in operational and financial planning at scale by leveraging an evolving finance tech stack and data-driven decision-making to support strategic growth and operational excellence.

About the Opportunity

The Senior Associate, Finance is responsible for owning and maintaining the organization’s long-term financial model, supporting budgeting, forecasting, and scenario planning processes. This role provides critical financial insights and analytics that inform executive decision-making and board reporting, directly influencing the company’s strategic direction and operational success.

Responsibilities

• Own and update the 3-statement monthly operating financial model
• Develop forecasts in collaboration with the executive team
• Conduct scenario planning and explain variances between projections and actuals
• Lead annual and quarterly budgeting processes with department heads
• Collaborate on budget-to-actual reviews with accounting and budget owners
• Manage monthly customer cohort analyses and financial KPI reviews
• Perform ad hoc financial and operational analyses to identify improvement opportunities
• Drive automation of financial planning and analysis processes through AI-native tools
• Support financing activities, including partnership exploration and due diligence

Requirements

• Bachelor’s degree in finance or accounting
• Minimum 3 years of experience in financial analysis or related roles (investment banking, private equity, corporate development)
• Proficiency in building 3-statement financial models and scenario analysis
• Familiarity with subscription or SaaS revenue and expense recognition
• Strong skills in Excel and PowerPoint
• Detail-oriented with the ability to work under tight deadlines
• Effective multitasking and efficient analytical output
• Strong communication skills to explain financial concepts to non-financial stakeholders

Pay

Cash compensation range: $125,000 to $150,000 USD per year. Equity compensation as part of the overall package. Eligibility for discretionary fiscal year-end bonus.

• Unlimited paid time off
• Insurance
• Remote-flexible work
• Fully paid parental leave
• 401(k) match
• Stipends for spiritual development
• Stipends for health & wellness
• Stipends for home-office
• Stipends for learning

Benefits

• Medical insurance
• Paid maternity leave
• Paid paternity leave
• 401(k)