Finance Associate

Posted 7 Days Ago
San Francisco, CA
1-3 Years Experience
Fintech
All-in-one finance for every business.
The Role
As a Finance Associate, you will lead the monthly management reporting process and analyze business opportunities. Responsibilities include improving the Financial Planning System, participating in budgeting and forecasting, and providing analytical support for financing activities. You will collaborate with internal and external executives to report on financial performance and enhance financial models.
Summary Generated by Built In

Why join us

Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises — including DoorDash, Flexport, and Compass — use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Finance at Brex

The Finance team leads financial planning and analysis as well as corporate development, which includes board communications, investor relations, fundraising, and M&A. We strive to be agents of change rather than a reporting function. We’re integrated and partner closely with teams across Brex to evaluate key questions, solve problems, and drive results. Through our corporate development efforts, we are also deeply involved in long-term planning and major strategic decisions for the company.

What you’ll do

As a Finance Associate, you will be working on the Finance team to lead our monthly management reporting process, where you will surface key performance indicators and identify business opportunities in materials that are delivered directly to our Leadership team. In addition, you will be involved in managing and improving our Financial Planning System.

Where you’ll work
This role will be based in our San Francisco office. You must be willing to work in office at least 2 days per week on Wednesday and Thursday, starting the week of January 6th, 2025. Employees will be able to work remotely for up to 4 weeks per year, for a minimum of one week at a time.

Responsibilities

  • Own our monthly management reporting process delivered directly to our Executive Leadership team
  • Review, analyze, confirm, and report on portfolio-level and corporate financial results, as well as operating performance metrics
  • Contribute to building, improving, and maintaining our Financial Planning System
  • Participate in our budgeting, forecasting, and headcount planning processes
  • Provide analytical support for all financing-related activities, including Excel modeling, report generation, and coordinating with teams across the organization
  • Review, evaluate, maintain, and improve financial models used for OKRs, capital markets, operational, and financial reporting

Requirements

  • Bachelor’s degree in Economics, Finance, Business, or related field
  • 2+ years of Corporate Finance, Accounting, or Investment Banking experience
  • High Excel proficiency; Financial Planning Systems and Looker experience are a plus
  • Comfortable interacting with internal and external senior-level executives
  • Strong communication, teamwork, quantitative, and analytical skills
  • A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
  • A penchant for multi-tasking and self-starting
  • Must be willing to work in office 2 days per week on Wednesday and Thursday

Compensation

The expected salary range for this role is $108,480 - $135,600 However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

Top Skills

Excel
The Company
San Francisco, CA
800 Employees
On-site Workplace

What We Do

Brex is all-in-one finance for growing businesses. We help companies spend, save, and earn smarter—and take every dollar further—by doing more than a bank, bookkeeping, or reward program could ever do alone. After completing the Y Combinator accelerator program in 2017, Brex has grown to over 600 employees and raised over US $940 million in venture capital. Learn more at brex.com.

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