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Financial Strategy Associate

2 months ago

San Francisco, California, United States Cloudtrucks Full time

We are seeking to appoint a key associate to our Strategic Finance Team. In this role, you will take charge of financial forecasting, business collaboration, and analytical tasks to facilitate informed decision-making. Your contributions will be pivotal in constructing and refining the corporate financial model while formulating strategies to influence our business trajectory. As an early-stage member of the strategic finance division, you will play a crucial role in establishing the finance organization's foundation, serve as a thought leader for our business collaborators, and engage regularly with company executives.

Key Responsibilities
  • Translate intricate financial data into practical insights, develop and sustain financial models, evaluate emerging trends and initiatives, and conduct ad-hoc modeling and analysis as necessary.
  • Enhance, maintain, and refine the forecasting precision of the corporate financial model.
  • Act as a financial resource for business partners, assisting with projects such as ad hoc modeling, ROI assessments, and overall budget variance analysis.
  • Support the preparation of board presentations, investor communications, executive reports, and fundraising activities as required.
  • Establish forecasting, budgeting, and reporting processes, along with the financial systems framework.
  • Ensure the accuracy of reports prior to the final monthly close in collaboration with accounting stakeholders.
  • Facilitate the annual planning and quarterly budgeting processes.
  • Advise senior executives on financial performance, key performance indicators (KPIs), and identify potential areas for enhancement.
Qualifications and Skills
  • A minimum of 2 years of experience in investment banking, corporate finance, or financial planning and analysis (FP&A) within a high-growth startup environment.
  • Solid understanding of the three financial statements and the impact of business decisions on each.
  • Highly organized with a proven ability to manage multiple projects concurrently.
  • A forward-thinking, innovative, and intellectually curious approach that can elevate the team's potential.
  • Demonstrated capability to cultivate trusting relationships with business partners and present insights to executives.
  • A meticulous work style that can analyze detailed numbers while also considering the broader context.
  • Experience with financial planning software and ERP systems such as Anaplan or Netsuite.
  • Exceptional proficiency in Excel and Google Sheets; comfortable working with large datasets.
  • Familiarity with business intelligence tools, and knowledge of SQL or another analytics language/tool is advantageous.

About CloudTrucks

CloudTrucks operates as a virtual trucking carrier within the expansive trucking industry. This sector is supported by over 3.5 million truck drivers who transport more than 70% of all goods across the U.S., yet it remains highly fragmented, presenting significant opportunities for innovative products, services, and automation. Our mission is to provide solutions that empower truck drivers to enhance their operational efficiency, boost their earnings, and simplify business complexities. We are in search of exceptionally talented individuals to join us as we scale our operations into a transformative industry leader.

We are committed to providing equal employment opportunities to all employees and applicants, prohibiting discrimination and harassment of any kind based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.