Strategic Finance Associate

Posted 2 Days Ago
Be an Early Applicant
Mountain View, CA
Junior
Financial Services
The Role
The Strategic Finance Associate will lead business analytics and financial planning, develop financial models and forecasts, partner with teams to uncover growth opportunities, and contribute to the company's financial strategy.
Summary Generated by Built In

About Us:

Finance in a Box is an Accounting & Financial Consulting firm based in California, USA. Currently, we are assisting one of our clients, a leading Series B-stage technology company, in finding the right candidate for the role of Strategic Finance Associate. This organization is at the forefront of innovation, with a proven product and a strong trajectory toward growth and profitability.


The Opportunity:

We are seeking an experienced Strategic Finance Associate to join this dynamic organization. You will play a pivotal role in financial planning, business analytics, and strategic decision-making. This is a unique opportunity to leverage your expertise to shape the financial strategy of a fast-growing tech company.

Key Responsibilities

  • Lead business analytics and financial planning efforts, transforming complex data into actionable insights.
  • Develop and maintain detailed financial models, forecasts, and analyses to guide strategic decision-making.
  • Partner with cross-functional teams to understand business drivers and identify growth opportunities.
  • Contribute to the company's financial strategy to support scalable success.

Qualifications

  • 2-4 years of experience in investment banking, private equity, or startup strategic finance.
  • 1+ year of operating experience in a startup or dynamic environment is a plus.
  • Strong analytical and problem-solving skills with attention to detail.
  • Collaborative mindset with intellectual curiosity and a hands-on approach.
  • Practical experience is highly valued; no MBA required.

Work Environment

  • This is a full-time, in-office role based in Mountain View, CA. Regular coordination with executive leadership and business teams will be essential for success.

  • Why Join:

    This is your chance to contribute to an innovative company’s journey to success. The role offers exposure to dynamic challenges, opportunities for growth, and the chance to make a meaningful impact.


    We encourage candidates from diverse backgrounds, including historically underrepresented groups, to apply.

The Company
HQ: Alamo, California
23 Employees
On-site Workplace
Year Founded: 2018

What We Do

One stop shop for finance function needs.

MISSION: Our mission is to foster our clients’ success through scaling their G&A operations by providing high-value, high-integrity services and solutions. We achieve this by impacting People, Process, and Platforms.

VISION: Our vision is that Finance in a Box will be the one-stop solution for all things G&A.

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