Associate- Corporate FinancePalo Alto, California, United States

Associate- Corporate FinanceDevRev's AgentOS, purpose-built for SaaS companies, comprises three modern CRM apps for support, product, and growth teams. It connects end users, sellers, support, product people, and developers, reducing nine business apps and converging six teams onto a common platform. Unlike horizontal CRMs, DevRev takes a blank canvas approach to collaboration, AI, and analytics, enabling SaaS companies to increase product velocity and reduce customer churn. DevRev is used by thousands of companies in search of low latency analytics and customizable LLMs to thrive in this era of GenAI. Headquartered in Palo Alto, California, DevRev has offices in seven global locations. We have raised $100 million in funding from investors like Khosla Ventures and Mayfield at a $1.1 billion valuation. We are also honored to be named on the Forbes 2024 list of America's Best Startup Employers. Founded in October 2020 by Dheeraj Pandey, former co-founder and CEO of Nutanix, and Manoj Agarwal, former SVP of Engineering at Nutanix, DevRev continues to push the boundaries of innovation, helping thousands of companies thrive in the rapidly evolving landscape of AI-driven SaaS.Location: Palo Alto, CA (2-3 days in office)About the FP&A TeamThe FP&A team plays a critical role in shaping DevRev's financial strategy. Our mission is to deliver data-driven insights, robust financial models, and actionable analysis that empower senior leadership and functional teams to make informed decisions. We ensure the company's financial health by driving budgeting, forecasting, and performance tracking, all while aligning with our long-term strategic goals.Team members are expected to own key financial areas and champion financial excellence across the business. Our work blends financial, strategic, analytical, and technical expertise. We engage deeply with DevRev's people, processes, data, and systems- identifying both transformational opportunities and quick wins through AI and automation. Cross-functional collaboration is core to how we operate and drive meaningful business impact.The RoleWe are looking for a motivated, analytical, and intellectually curious Associate to join our Corporate Finance team. This role sits at the intersection of finance, strategy, and operations, partnering closely with senior leadership to guide business decisions across the company.The ideal candidate has 1-3 years of experience in investment banking or strategy consulting and is eager to take on a high-impact, high-visibility role in a fast-paced startup. This is a unique opportunity to help shape the financial foundation of a growing, product-led tech company.What You'll OwnFinancial Modeling & MetricsLead day-to-day forecasting, budgeting, and long-term planningBuild and maintain financial models to assess unit economics and evaluate strategic initiativesAnalyze key performance metrics- revenue growth, CAC, churn, sales efficiency- and deliver actionable insightsCross-functional Business PartneringCollaborate with GTM, product, and operations leaders to align forecasts with strategic goalsInfuse AI-driven efficiencies into reporting and insightsServe as a key link between business strategy and financial executionData-driven Insights & StorytellingUse analytics and structured frameworks to shape strategic conversations and track progressTranslate data into compelling narratives for board decks, leadership updates, and functional reviewsGo beyond reportingdrive decisions that shape the future of the businessWhat You BringBachelor's degree in Finance, Accounting, Economics, or a related field1-3 years of experience in investment banking or strategy consultingAdvanced financial modeling skills and proficiency in Excel and PowerPointStrong business judgment, attention to detail, and a high degree of intellectual curiosityAbility to distill complex data into clear, concise insights and presentationsComfort operating in ambiguity within a high-growth, fast-changing environmentBonus: Experience with SQL, Looker, or SaaS metricsThe foundation of DevRev is its culture -- our commitment to those who are hungry, humble, honest, and who act with heart. Our vision is to help build the earth's most customer-centric companies. Our mission is to leverage design, data engineering, and machine intelligence to empower engineers to embrace their customers.That is DevRev