Strategic Finance Associate

Reposted Yesterday
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San Francisco, CA
In-Office
Mid level
Payments • Sales • Software • Financial Services
The Role
The Strategic Finance Associate will manage financial models, drive budgeting processes, conduct pricing analysis, and maintain key business metrics to guide strategic decisions for growth.
Summary Generated by Built In

Anrok is the leading AI-driven tax automation platform enabling businesses to expand globally without compliance complexity.

As the digital economy has grown 6x over the last decade, software businesses have gone from not worrying about sales tax to needing to monitor exposure, calculate rates, and file returns across 20+ US states and many countries worldwide. This creates a critical bottleneck for companies that should be able to transact with customers everywhere.

Anrok eliminates this complexity by connecting with billing and payment systems to automate tax monitoring, calculations, and filing end-to-end. Our unified platform handles the ever-changing maze of tax laws at municipal, state, and federal levels—so companies can focus on growth, not compliance.

Our customers include:

  • 40% of Forbes Top 50 AI companies

  • 20% of Forbes Top 100 Cloud companies

  • Top companies like Notion, Anthropic, and Cursor

We're making compliant digital commerce a reality for companies big and small, backed by over $50M from leading investors including Sequoia, Index, and Khosla Ventures.

We're seeking a Strategic Finance team member to join our Finance organization. This is a high-impact role for a finance professional who thrives in a fast paced environment. You'll be instrumental in driving strategic financial decisions and providing critical insights that shape our company's growth trajectory.

In this role, you will

Own Financial Models

  • Own and maintain a corporate financial model, which includes usage-based revenue forecasting

  • Perform scenario planning and sensitivity analysis for new revenue verticals and strategic initiatives

Lead Financial Planning & Budgeting

  • Drive the internal financial planning and budgeting process

  • Collaborate with company leads on annual and quarterly budget cycles

  • Review and analyze monthly financial performance and surface key insights

  • Lead cross-functional alignment on financial targets and resource allocation

Support Strategic Pricing Decision

  • Conduct in-depth pricing analysis and develop pricing recommendations

  • Analyze customer usage patterns and monetization opportunities

  • Model pricing impact on unit economics and customer behavior

Own Key Business Metrics & Growth Analysis

  • Own and maintain key analysis ( CAC, LTV, ARR, churn and etc.)

  • Develop industry-specific analytics relevant to tax compliance technology

  • Partner with GTM Operations on go-to-market analytics

What excites us
  • 2-4 years of strategic finance or FP&A experience, preferably at usage-based B2B SaaS companies

  • Investment banking or private equity background strongly preferred

  • Expert-level Excel/Google Sheets modeling capabilities

  • Expertise in SaaS metrics and unit economics

  • Proficiency with BI tools (Tableau, Looker, or similar)

  • SQL knowledge preferred but not required

  • Strong analytical thinking with ability to translate data into actionable insights

  • Excellent communication skills for executive-level presentations

  • Proven ability to work independently in fast-paced, high-growth environments

  • Collaborative mindset with ability to partner across GTM, Engineering, Product, and Operations teams

What we offer
  • The equity upside of an early-stage startup with the product-market fit of a later-stage company.

  • Daily lunch and snacks for those working out of our office hubs.

  • Medical, dental, and vision insurance covered 100%.

  • One Medical membership covered, flexible sick benefits, and more.

  • Annual learning and development stipend for books, online courses, and conferences, as well as a curious team to share your learnings with.

  • Annual team offsites and in-person opportunities around our growing Anrok hubs.

  • Home office setup stipend to ensure you have the equipment you need to thrive at work.

At Anrok, we embrace a dynamic and flexible hybrid work environment based out of our growing office hubs - San Francisco, New York City, and Salt Lake City where we collaborate in-person 3 days per week.

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

Top Skills

Excel
Google Sheets
Looker
SQL
Tableau
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The Company
HQ: San Francisco, California
60 Employees
Year Founded: 2020

What We Do

Anrok is the modern sales tax solution for SaaS businesses. With Anrok, finance leaders can easily monitor, calculate, and remit tax across any financial stack.


By connecting your invoicing, payment, and employee systems to a single platform for tax compliance, businesses can automate the manual work and reduce unnecessary expenses around sales tax and VAT. Take tracking remote employees for example. With Anrok, you can just click a button and set up alerts for whenever you hire a remote employee in a jurisdiction that taxes your software products.


Based in San Francisco, Anrok is backed by the world's best investors - including Sequoia Capital and Index Ventures.

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