Strategic Finance Associate/Sr. Associate - Product

Posted Yesterday
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San Francisco, CA, USA
Hybrid
128K-184K Annually
Senior level
Software
Agentic procurement orchestration built for scale
The Role
Partners with Product, Engineering, and GTM leaders to shape financial strategy. Builds forecasts, financial models, KPI frameworks, pricing and unit economics analyses for AI products, and investment cases. Supports annual planning, long-range forecasting, company-wide reporting, resource allocation, and executive decision-making through board materials, investor updates, and leadership presentations.
Summary Generated by Built In
About Zip

Zip is the AI platform for enterprise procurement — built for humans and agents working together. By orchestrating procurement across teams, tools, and suppliers with the help of AI agents, companies can secure the resources they need to innovate faster than ever before.
The world’s most influential enterprises trust Zip, including T-Mobile, OpenAI, AMD, Mars, Dollar Tree, and more. Together they’ve saved over $8 billion and processed over $500 billion in spend. Zip’s team includes product leaders from Apple, Airbnb, and Meta, as well as former procurement leaders from United Health, Sanofi, MGM Resorts, Discover, and NASA.
Backed by Adams Street, Alkeon, BOND, CRV, DST, Tiger Global, and Y Combinator, Zip has raised $371 million, most recently at a $2.2 billion valuation and has been recognized by Forbes Fintech 50, Fast Company's Most Innovative Companies, Inc. Best in Business, and LinkedIn Top Startups.

Your Role

We are seeking a Strategic Finance Associate / Sr. Associate to join our growing Strategic Finance team, with a focus on Product finance. In this role, you will work closely with Product, Engineering, and GTM leaders to shape the financial strategy of our business. You will build and maintain financial models, develop KPI frameworks, and deliver insights that influence product investments and growth priorities.

You'll also be a core finance partner on Zip's AI strategy, from how we price and package to how we forecast AI revenue and the inference costs that come with it.

This is a high-visibility, high-impact role where you'll play a critical part in connecting product strategy with financial outcomes, supporting long-range planning, and influencing decisions at the executive and board level.

What you’ll do
  • Design and manage the financial models that support our annual plan, long-range forecast, and multi-product growth strategy

  • Partner with Product, Engineering, and GTM leaders to set topline targets, evaluate roadmap investments, and align on strategic priorities across the business

  • Model the financial impact of Zip's AI products and decisions, including pricing scenarios, unit economics, gross margin, and investment cases for new capabilities

  • Create and maintain KPI frameworks that track product performance and sales efficiency, giving leadership a holistic view of the business to guide resource allocation

  • Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations

  • Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics

What you’ll need
  • 2+ years of private equity, investment banking, or similar experience

  • Experience in strategic finance at a high-growth technology company is a plus

  • Familiarity with technology, SaaS, and usage-based business models

  • Excellent financial modeling and quantitative skills

  • Extreme attention to detail with a high regard for precision

  • Strong written and verbal communication

  • Ownership mindset with the ability to collaborate across diverse teams and stakeholders

The salary range for this role is $128,000-$184,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise.

Perks & Benefits

At Zip, we’re committed to providing our employees with everything they need to do their best work.

  • 📈  Start-up equity

  • 🦷  Full health, vision & dental coverage

  • 🍽️  Catered lunches & dinners for SF employees

  • 🚍  Commuter benefit

  • 🚠  Team building events & happy hours

  • 🌴  Flexible PTO

  • 💻  Apple equipment plus home office budget

  • 💸  401k plan

We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!

Skills Required

  • 2+ years of private equity, investment banking, or similar experience
  • Familiarity with technology, SaaS, and usage-based business models
  • Excellent financial modeling and quantitative skills
  • Extreme attention to detail with a high regard for precision
  • Strong written and verbal communication skills
  • Ownership mindset and ability to collaborate across diverse teams and stakeholders
  • Experience in strategic finance at a high-growth technology company

Zip Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Zip and has not been reviewed or approved by Zip.

  • Equity Value & Accessibility — Feedback suggests equity is broadly offered, increasing access to ownership across roles. This builds perceived long‑term value alongside cash compensation.
  • Healthcare Strength — Comprehensive medical, dental, and vision coverage is consistently highlighted as part of the package. Wellness resources, stipends, and mental‑health days further strengthen healthcare support.
  • Leave & Time Off Breadth — Flexible or unlimited PTO, paid holidays, and sick days are emphasized. Parental leave and additional family‑related leaves expand time‑off options beyond industry basics.

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The Company
HQ: San Francisco, CA
550 Employees
Year Founded: 2020

What We Do

Zip is the world’s leading intake-to-procure solution. Providing a single platform for any employee to initiate a purchase or vendor request, Zip helps businesses gain clear and timely visibility across all purchases, while dramatically improving the employee experience. The platform’s no-code configuration and intelligent workflows integrated across disparate systems enable businesses to automatically route requests for faster approval across finance, legal, procurement, IT, security and other teams. Leading enterprises and high-growth startups like Databricks, Canva, Airtable, Webflow and over 100 others use Zip to streamline their procurement processes while delighting their business users.

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