Strategic Finance Associate / Sr. Associate

June 11

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Productboard

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Make products that matter, together.

Product Management • Product Strategy • Product Marketing • User Experience • Product Excellence

201 - 500

💰 $125M Series D on 2022-02

Description

• Monitor and analyze the financial trajectory of the business and drive monthly reporting and forecasting and own weekly and monthly reporting • Identify issues, develop hypotheses, and execute in-depth analysis to translate data into actionable insights and make recommendations to key decision makers and the executive team • Formulate and drive strategic and long-term comprehensive business plans in collaboration with key business stakeholders • Drive alignment with GTM leaders to inform strategic decisions and goal setting. • Be a thought partner and finance lead to key decision makers across the company to help drive strategic initiatives and special projects • Prepare and maintain various complex financial models (i.e. what-if analysis) to provide support for strategic initiative decision-making • Prepare analyses and materials to communicate business performance and trends to the executive team, board members, and investors • Partner with our GTM Ops team to ensure a unified source of truth for all critical KPIs • Provide real-time visibility into KPIs for our business leaders and identify opportunities to improve our GTM motion • Lead annual planning and quarterly forecasts for cross-functional teams and evaluate organizational tradeoffs • Proactively identify opportunities for process improvements and tool implementation in Finance & Operations departments • Prepare quarterly board presentations and investor updates.

Requirements

• Minimum 2-5 years of combined experience in investment banking, private equity, management consulting, strategic finance, or FP&A (preferably partnering with go-to-market organizations at a high growth SaaS company) • Bachelor’s degree in Finance, Economics, or other relevant disciplines • Strong interpersonal skills and experience building strong internal and external relationships • Deep understanding of the key drivers of a B2B SaaS business • An understanding of GAAP accounting and corporate finance principles • Excellent project management skills, ability to manage and extract insights from large data sets, critically analyze existing processes, and identify opportunities for process improvement • Preferred experience with ERP solutions and reporting and analytics tools (e.g. NetSuite, Looker, etc.).

Benefits

• Competitive base salary reflecting your role's value. • Stock options for company success. • Robust 401k for long-term financial health. • Life insurance and disability coverage. • Best-in-class health benefits with contributions, including a convenient One Medical Membership for quality healthcare. • Subsidized gym and wellness memberships. • Commuter benefits for convenience. • Dedicated mental wellness programs and personal access to Soulmio for mindfulness. • Generous paid time off: Flexible PTO + 9 sick days. • 8 weeks of Paternity leave and 12 weeks of Maternity leave. • Annual volunteer day for your chosen causes. • Daily office lunches catering to your preferences. • Professional development budget for growth. • Regular team events to foster camaraderie.