Finance GTM Associate

Brex; San Francisco (CA); Hybrid; USD 118,000 - 147,000; Full time

Job summary

Brex, the intelligent finance platform, seeks a Strategic Finance professional to partner with GTM leadership, shaping the financial strategy and driving ROI across go-to-market investments. You will analyze forecasts, support sales capacity planning, and deliver data-driven insights to Executive Leadership.

The role sits in the Finance team with exposure to cross-functional stakeholders, and requires strong communication and collaboration skills.

Qualifications

• Bachelor's degree in Economics, Finance, Business, or related field is required.
• Experience with financial modeling and data analysis in a high-growth environment preferred.
• Strong Excel and PowerPoint skills with familiarity in Looker and Salesforce advantageous.

Responsibilities

• Maintain the New Business revenue forecast and sales team performance analysis.
• Provide analytical support for development and tracking of sales programs and objectives.
• Analyze data to evaluate performance against sales goals, quotas, and forecast.
• Set planning goals, track outcomes, and connect marketing leads to financial and sales goals.
• Monitor sales and margin data for trends and insights.
• Collaborate with Revenue Operations to drive ROI and align with the financial plan.
• Collaborate with FP&A and other departments for alignment with the company plan and reporting.
• Prepare and deliver leadership presentations with narratives on strategy and performance.

Skills

Excel

PowerPoint

Looker

Salesforce

Executive communication

Cross-functional collaboration

Multi-tasking

Education

Bachelor's degree in Economics, Finance, Business, or related field

Tools

Excel

PowerPoint

Looker

Salesforce

Job description

Why join us

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Finance at Brex

The Finance team is a strategic engine at Brex. We lead planning, forecasting, capital allocation, and ROI analysis — partnering across the business to drive clarity and unlock opportunity. We partner across teams at Brex to ensure our business is building and planning with the same dream big goals throughout our entire organization. We’re not here to report on outcomes; we shape them. If you want to influence company direction and think long-term about value creation, this is where your ownership starts.

Where you’ll work

This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week Monday, Wednesday, and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

What You’ll Do

We are expanding the Strategic Finance team and looking for someone to join the GTM Finance function and partner with the Executive team to maximize ROI from our GTM investments.

In this role, you will work closely with the GTM leadership to shape and execute on our financial strategy for the GTM organization, driving alignment between financial planning and GTM execution. You will support these leaders by developing and implementing data-driven and high-impact initiatives aimed at driving growth, improving efficiency, and increasing profitability while serving as a connective tissue within the business.

You will support sales capacity planning, own revenue conversion forecasting, and create frameworks for evaluating sales performance and efficiency. You will bring both the financial and commercial points of view and need to embrace challenges and complex problems. This role will involve high exposure to Executive Leadership, as you will regularly deliver analysis and recommendations directly to the Leadership team.

The GTM Finance team sits within the broader Finance team at Brex, and our team excels in the below skill sets:

Cross-functional alignment: We work on complex problems that cut across Sales, Marketing, Product, Engineering, Operations, and more. This requires the ability to generate buy-in from a wide set of stakeholders on key initiatives.

Business intelligence: We are a data-driven organization that always provides data to support our decision-making. When data is not available, we find it in market and competitive research. We effectively convey complex financial information to various stakeholders in order to influence decisions.

Problem-solving: We lead with solutions by defining an ambiguous problem, processing information, applying decision-making skills and creativity, and generating buy-in around the solution. This requires the ability to not only track and improve key metrics, but define what those key metrics are.

The ideal candidate will have a proven track record of success in financial management, coupled with exceptional communication and collaboration skills. This is an exciting opportunity to join our dynamic team and make a meaningful impact on our business.

Where You’ll work

This role will be based in either our New York, San Francisco, or Vancouver office. You must be willing to work in office at least 3 days per week on Monday, Wednesday and Thursday. Employees will be able to work remotely for up to 4 weeks per year.

Responsibilities

• Maintain the New Business revenue forecast and sales team performance analysis.
• Provide analytical support required for the development and tracking of sales programs, plans and objectives; attend and participate in sales strategy meetings.
• Collect and analyze data to evaluate performance to monthly and annual sales goals, quotas, and forecast; provide explanations for variances to forecasts.
• Help set goals in planning, track to outcomes, and provide metric deep-dive analysis. Help tie marketing-related goals (leads, meetings, conversion) to financial and sales goals.
• Proactively monitor sales and margin data looking for trends, anomalies, and other insights.
• Partner with the Revenue Operations team to provide analytical support to drive ROI and align their initiatives with the business’ financial plan
• Partner with the FP&A team and other departments to ensure alignment with the consolidated company plan and performance reporting
• Prepare and deliver management presentations for Leadership to analyze results and present forecasts. Build narratives that describe business strategy and performance, assess business risk and operating health, and align cross-functional teams to effective solutions.

Requirements

• Bachelor’s Degree in Economics, Finance, Business, or related field
• 2+ years of Corporate Finance, Investment Banking, Private Equity experience, or in a high growth SaaS or Fintech company
• Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data (familiarity with Looker databases and Salesforce is a plus)
• Comfortable interacting with internal and external senior level executives
• Exceptional communication and interpersonal skills with proven success partnering and collaborating across various functions
• A creative curiosity, collaborative ethic, hardworking enthusiasm and driving personal vision
• A penchant for multi-tasking and self-starting

Compensation

The expected salary range for this role is $117,520 USD - $146,900 USD. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package

Brex LLC is a wholly owned subsidiary of Capital One, N.A.