Strategic Finance Associate

2 hours ago

San Francisco, California, United States productboard Full time
About the Role

We are seeking an experienced Strategic Finance professional to support our high growth business and 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.

As a critical member of the Strategic Finance team, you will work closely with our Executive Team and key business leaders to drive strategic initiatives and special projects.

Key Responsibilities
  • Monitor and analyze the financial trajectory of the business and drive monthly reporting and forecasting.
  • 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

We are looking for a highly skilled and experienced Strategic Finance professional with a strong background in investment banking, private equity, management consulting, strategic finance, or FP&A.

You should have a deep understanding of the key drivers of a B2B SaaS business and 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 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.
Equal Opportunity Employer Statement

We are an equal opportunity employer and champion equity. We aim to help people from all backgrounds, cultures, and groups realize their full potential at Productboard.

We do not tolerate any discrimination or harassment based on gender identity, race, color, religion, age, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or any other bias covered by appropriate law.

All aspects of employment, including hiring, training, promotion, and terminations, are based on merit, competence, performance, and business needs.

We are committed to an inclusive hiring process and provide all candidates with equal opportunity to demonstrate their abilities.

Togetherness is one of our core values, and our Diversity Council helps to ensure that we uphold the values of authenticity, humanity, and diversity to create an environment where every person matters.

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