Strategic Finance Associate

Posted 8 Days Ago
Be an Early Applicant
Mountain View, CA
Mid level
Financial Services
The Role
As a Strategic Finance Associate, you will lead financial planning and business analytics, develop financial models, and collaborate with teams to identify growth opportunities.
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 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.

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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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