Associate- Corporate Finance

Reposted 6 Days Ago
Be an Early Applicant
Palo Alto, CA
In-Office
Junior
Software
The Role
The Associate will lead financial modeling, budgeting, forecasting, and provide data-driven insights while partnering with senior leadership to guide business decisions.
Summary Generated by Built In

DevRev

At DevRev, we’re building the future of work with Computer – your AI teammate.

Computer is not just another tool. It’s built on the belief that the future of work should be about genuine human connection and collaboration – not piling on more apps.
Computer is the best kind of teammate: it amplifies your strengths, takes repetition and frustration out of your day, and gives you more time and energy to do your best work.

How?

Easy: it’s the only platform capable of…
Complete data unification
Most AI products focus on either structured data (like CRM records and support tickets), or unstructured data (like documents and emails). Computer AirSync connects everything, unifying all your data sources (like Google Workspace, Jira, Notion) into one AI-ready source of truth: Computer Memory.
Powerful search, reasoning, and action
Once connected to all your tools and apps, Computer is embedded in your full business context. It can find and summarize, sure. Even more impressive: it offers employees insights, strategic and proactive suggestions, plus powerful agentic actions.

Extensions for your teams and customers
Computer doesn’t make you choose between new software and old. Its AI-native platform lets you extend existing tools with sophisticated apps and agents. So your teams – and your customers – can take action, seamlessly. These agents work alongside you: updating workflows, coordinating across teams, and syncing back to your systems.

This isn’t just software. Computer brings people back together, breaking down silos and ushering in the future of teamwork, through human-AI collaboration. Stop managing software. Stop wasting time. Start solving bigger problems, building better products, and making your customers happier.

We call this Team Intelligence. It’s why DevRev exists.

Trusted by global companies across multiple industries, DevRev is backed by Khosla Ventures and Mayfield, with $150M+ raised. We are 650+ people, across eight global offices.

Associate- Corporate Finance

Location: Palo Alto, CA (2-3 days in office)

 About the FP&A Team

The FP&A team plays a critical role in shaping DevRev’s financial strategy. Our mission is to deliver data-driven insights, robust financial models, and actionable analysis that empower senior leadership and functional teams to make informed decisions. We ensure the company’s financial health by driving budgeting, forecasting, and performance tracking, all while aligning with our long-term strategic goals.

Team members are expected to own key financial areas and champion financial excellence across the business. Our work blends financial, strategic, analytical, and technical expertise. We engage deeply with DevRev’s people, processes, data, and systems- identifying both transformational opportunities and quick wins through AI and automation. Cross-functional collaboration is core to how we operate and drive meaningful business impact.

 The Role

We are looking for a motivated, analytical, and intellectually curious Associate to join our Corporate Finance team. This role sits at the intersection of finance, strategy, and operations, partnering closely with senior leadership to guide business decisions across the company.

The ideal candidate has 1- 3 years of experience in investment banking or strategy consulting and is eager to take on a high-impact, high-visibility role in a fast-paced startup. This is a unique opportunity to help shape the financial foundation of a growing, product-led tech company.

 🔹 What You’ll Own

Financial Modeling & Metrics

  • Lead day-to-day forecasting, budgeting, and long-term planning

  • Build and maintain financial models to assess unit economics and evaluate strategic initiatives

  • Analyze key performance metrics- revenue growth, CAC, churn, sales efficiency- and deliver actionable insights

Cross-functional Business Partnering

  • Collaborate with GTM, product, and operations leaders to align forecasts with strategic goals

  • Infuse AI-driven efficiencies into reporting and insights

  • Serve as a key link between business strategy and financial execution

Data-driven Insights & Storytelling

  • Use analytics and structured frameworks to shape strategic conversations and track progress

  • Translate data into compelling narratives for board decks, leadership updates, and functional reviews

  • Go beyond reporting—drive decisions that shape the future of the business

 🔹 What You Bring
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field

  • 1- 3 years of experience in investment banking or strategy consulting

  • Advanced financial modeling skills and proficiency in Excel and PowerPoint

  • Strong business judgment, attention to detail, and a high degree of intellectual curiosity

  • Ability to distill complex data into clear, concise insights and presentations

  • Comfort operating in ambiguity within a high-growth, fast-changing environment

  • Bonus: Experience with SQL, Looker, or SaaS metrics

Culture

The foundation of DevRev is its culture -- our commitment to those who are hungry, humble, honest, and who act with heart. Our vision is to help build the earth’s most customer-centric companies. Our mission is to leverage design, data engineering, and machine intelligence to empower engineers to embrace their customers. 

That is DevRev! 

Top Skills

Excel
Looker
PowerPoint
SQL
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The Company
HQ: Palo Alto, CA
127 Employees
Year Founded: 2020

What We Do

DevRev is a business software company that brings developers (dev) and customers (rev) together in the era of product-led growth. The company is building an API-first dev-centric CRM that leverages data, design, and machine intelligence to empower devs to build, support, and grow their revs. In times of anemic NPS and high customer churn, DevRev strives to create the world's most customer-centric companies led by happy developers

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