Strategic Finance Associate

Posted Yesterday
Be an Early Applicant
San Francisco, CA
100K-150K Annually
3-5 Years Experience
Payments • Sales • Software • Database • Business Intelligence
Modern spend approval with 100+ customers in less than 2 years!
The Role
As a Strategic Finance Associate, you'll drive annual and long-range planning, manage financial models, and support investment decisions across various departments. You'll be responsible for internal and external reporting, collaborate with accounting, and assist in communications with investors and the Board.
Summary Generated by Built In

Our co-founders started Zip in 2020 to address this seemingly intractable problem with a purpose-built platform that provides a simple, consumer-grade user experience. Within just a few short years, Zip created the procurement orchestration category and developed the leading solution in this $50B+ TAM space. Today, leading companies like Instacart, Anthropic, Sephora, Discover, Reddit, and Lyft rely on Zip to manage billions of dollars in spend.

We're a fast-growing team that helped scale category-defining companies like Airbnb, Meta, Salesforce, Apple, X, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, BOND, DST Global, and CRV, we’re focused on developing cutting-edge technology, expanding into new global markets, and—above all–driving incredible value for our customers. Join us!

As a Strategic Finance Associate at Zip, you will drive the strategy and analysis behind our annual and long range company planning processes, own internal and external reporting workstreams, and partner with leaders across the org as they set targets and make investment decisions.  You will be in a unique position to understand our full business at the driver level, and from that foundation will build our growth plans and help define our investor messaging.  This role is highly cross-functional and will help set targets and assess the ROI of projects across the Sales, Marketing, Product, and Engineering teams.

What you’ll do

  • Drive our annual and long-range planning processes, and use them to help guide resource allocation across the business
  • Own internal and external reporting workstreams to track our performance against plan and progress towards key goals
  • Architect and own our core financial models, including those supporting our annual and long range plans, our treasury strategy, and our third party payments product strategy
  • Provide analytical support and financial rigor as we evaluate new investments and support strategic decision making across functions
  • Collaborate with the accounting team to prepare financial statements and oversee budgets
  • Support leadership on communications to investors, the Board, and other external stakeholders

What you’ll need

  • 2+ years of private equity, investment banking, or similar experience
  • A strong sense of ownership and outcome-oriented drive
  • Excellent financial modeling and quantitative skills
  • Extreme attention to detail and a high regard for precision
  • Strong written and verbal communication
  • Ability to collaborate productively with a range of teams / personalities

Nice to Haves

  • SQL proficiency and experience using BI dashboard tools strongly preferred
  • Past exposure to B2B SaaS business models
  • Past experience in a Finance role at a Growth stage company

The salary range for this role is $100,000-$150,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise.

Perks & Benefits

At Zip, we’re committed to providing our employees with everything they need to do their best work.

  • 📈  Start-up equity
  • 🦷  Full health, vision & dental coverage
  • 🍽️  Catered lunches & dinners for SF employees
  • 🚍  Commuter benefit
  • 🚠  Team building events & happy hours
  • 🌴  Flexible PTO
  • 💻  Apple equipment plus home office budget
  • 💸  401k plan

We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!

 

Top Skills

SQL
The Company
San Francisco , CA
150 Employees
Hybrid Workplace
Year Founded: 2020

What We Do

We’re building the future of B2B spend. Help us pave the way.

Zip is the world's leading intake-to-procure solution (Zip makes it easy for companies to make purchases). Zip is tackling the $50B+ TAM space to transform the way businesses manage spend. We started Zip because we saw the challenges companies had using outdated 20 year old software to manage hundreds of millions of dollars every year.

Zip’s mission is to increase the pace of innovation for every business in the world. We strive to offer companies the fastest way to purchase, the best insights to confidently make spend decisions, and the easiest way to transact business anywhere. We're growing quickly and we need your help! See our job listings below and contact us at [email protected].

Why Work With Us


Gallery

Gallery

Similar Companies Hiring

Monte Carlo Thumbnail
Software • Cloud • Big Data Analytics • Big Data
San Francisco, CA
165 Employees
Headway Thumbnail
Software • Social Impact • Professional Services • Healthtech • Consumer Web
San Francisco, CA
624 Employees
Tarro Thumbnail
Software • Payments • Information Technology • Hospitality • Food
Menlo Park, CA
1300 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account