Productboard · 2 days ago

Strategic Finance Associate / Sr. Associate

San Francisco, CA

Full-time

Hybrid

Senior Level

2+ years exp

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Consumer ResearchProduct Management

Insider Connection @Productboard

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Responsibilities

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

Qualification

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Investment BankingPrivate EquityManagement ConsultingStrategic FinanceFP&B2B SaaS BusinessGAAP AccountingCorporate FinanceProject ManagementData AnalysisProcess ImprovementInterpersonal SkillsProblem-SolvingCritical ThinkingERP SolutionsReporting AnalyticsNetSuiteLooker

Required

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