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Strategic Finance Associate / Sr. Associate

Productboard
San Francisco, United Statesfull_timeVerifiedPosted 10 Jun 2024

About the role

We are seeking an experienced Strategic Finance professional to support our high growth business and be a force multiplier for our distributed teams. 

As a critical member of the Strategic Finance team, you will work closely with our Executive Team and key business leaders to drive ROI-driven decision making. 

This is a high impact role that requires a general athlete who can build rapport and earn trust cross-functionally and across our distributed team. If you thrive in a fast-paced and analytically rigorous environment at a company that is deeply committed to diversity of all kinds, we would love to talk to you.

On a typical day, you will…

  • 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

About you

  • 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.)

 

What We’ll Offer:

At Productboard, we believe in providing you with a comprehensive compensation and benefits package that reflects our commitment to your well-being and professional growth. Here's what you can expect:

  • 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.

About Productboard

Productboard exists to help the best product minds out there make products that matter, together. We believe we all deserve to live in a world filled with extraordinary products - products that exceed our expectations in both functionality and delight.

That is why we made our purpose-built and customer-centric product management platform that helps organizations get the right products to market, faster. More than 6,000 companies, including Microsoft, Zoom, Salesforce, and Cartier, use Productboard to understand what users need, prioritize what to build next, and rally everyone around their roadmap.

With offices in San Fr

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Company

Productboard

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