Strategic Finance Associate

Bullpen Talent

3d•Remote

About The Position

Our client is a PE-backed, leading AI SaaS that helps teams plan, connect, and perform in the workplace. They are seeking a Strategic Finance Associate to join their Finance and RevOps team. Serving as a trusted advisor to functional leaders across the organization, you will own the end-to-end financial planning process and drive the analytical rigor behind executive decision-making. You will gain a comprehensive understanding of how the business generates revenue—from top-of-funnel acquisition and sales conversion to customer retention and bottom-line impact. You will build models, evaluate performance, and generate insights that influence growth, operational efficiency, and clarity. This position is ideal for an agile problem solver who effectively translates data into actionable insights.

Requirements

3–5 years of experience in strategic finance, investment banking, private equity, consulting, FP&A, or RevOps
Advanced financial modeling skills, including driver-based forecasting, 3-statement modeling, and scenario/sensitivity analysis
Strong analytical and quantitative capabilities, with proven expertise in modeling and data interpretation
Excellent communication skills, with the ability to distill complex financial analyses into crisp narratives tailored for an executive audience

Nice To Haves

Experience with CRM/reporting systems, BI tools, and SQL is a plus

Responsibilities

Develop a comprehensive view of revenue flow across the business: Marketing → Sales → Customer Success → Financial outcomes
Analyze funnel, pipeline, revenue, and retention performance to pinpoint key drivers, risks, and opportunities
Track GTM KPIs and financial metrics, concentrating on the levers that influence growth and profitability
Build and maintain operational models (financial statements, revenue models, and unit economics)
Support recurring forecasts and executive reporting, maintaining clear visibility into performance relative to expectations
Perform variance analysis and deliver concise explanations alongside actionable recommendations to leadership
Prepare board and investor reporting, ensuring the accurate presentation of financial results and key business metrics
Synthesize complex data into clear, actionable insights to guide strategic and operational decisions
Evaluate pricing, packaging, GTM investments, and strategic initiatives through quantitative impact analysis
Partner cross-functionally to accelerate decision velocity and elevate execution
Leverage AI tools to accelerate analysis, enhance reporting quality, and automate manual workflows
Identify opportunities to apply AI toward forecasting, data processing, and operational optimization
Proactively experiment with and adopt emerging AI capabilities