Strategic Finance and Business Operations Associate (Relocation to Washington, DC)

DealHub Ltd; San Francisco (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

Flexible paid time off

401(k) with pre-tax and Roth options

Job summary

DealHub Ltd is seeking a Finance and Operations Specialist to join our team in San Francisco, CA. This role will be responsible for building and managing financial models, budgeting, and partnering with leadership on fundraising initiatives. The ideal candidate will possess 1–5 years of experience in investment banking or strategic finance.

We value skills like financial modeling and communication, and candidates should be detail-oriented, eager to tackle complex problems, and thrive in a fast-paced environment.

Our benefits include medical coverage, paid parental leave, flexible PTO, and a 401(k) plan. Join us in making a critical impact!

Qualifications

• 1–5 years in investment banking, private equity, or strategic finance.
• Mastery with Excel and Google Sheets for financial modeling.
• Ability to create urgency and navigate ambiguity.

Responsibilities

• Build and own the company's financial model.
• Run budgeting and headcount planning.
• Partner with leadership on fundraising initiatives.
• Manage operational systems and processes.
• Handle special projects, including market research.

Skills

Analytical skills

Financial modeling

Excel proficiency

Communication skills

Detail-oriented

Job description

Location

This role is based full-time in our Arlington, VA headquarters. Candidates currently based in SF must be willing to relocate to the Washington, DC area.

Role Summary

The Finance and Operations team focuses on some of Twenty’s most critical business problems with a high degree of visibility into the entire organization. The team is responsible for annual planning, resource allocation, performing financial analysis, and acting as a business partner with leaders across the company. This role requires someone who is highly analytical and strategic, a great communicator, a structured problem solver, and level‑headed when faced with ambiguity. This role is ideal for a former banker, investor, or startup finance operator who wants to skip business school and jump into a high‑velocity generalist seat from the ground floor. You are eager to stop spreading comps and start building a company.

What You'll Own (Core Responsibilities)

• The Model. Build and own Twenty's financial model end-to-end. Drive annual planning, the headcount ledger, board reporting, and the analytical engine the company uses to make decisions. When investors ask questions in the next fundraise, your modeling work is what helps answer them.
• FP&A & Reporting. Run semi‑annual budgeting and ongoing headcount planning. Stand up the reporting infrastructure that gives every function visibility into how it's actually performing. Translate the financials into something team leaders can act on.
• Fundraising & Investor Relations. Partner with the Founders and VP Finance on the next fundraise. Build the data room and own diligence. Between rounds, own monthly executive updates and quarterly board reporting.
• The Operating Cadence. Run the systems that keep a company moving: compensation design, offer generation, performance structure, and spend policies.
• Special Projects. Some examples are real estate, market research, vendor strategy, software procurement.

Who You Are

• 1–5 years in investment banking, private equity, or strategic finance at a top‑tier startup.
• Mastery with Excel and Google Sheets. You can build a highly legible three‑statement model, and you can layer in scenario modeling to answer urgent questions.
• Detail‑obsessed. You believe formatting is a tool for cross‑functional communication, not a chore. You sweat the small stuff because small mistakes can compound.
• High horsepower. You dive in head first, whether it’s a one‑page memo for the CEO, a slide for the Board, or an offer package for a new hire.
• Urgency. You don't wait for directions—you figure things out. You create your own urgency, whether it is because the status quo frustrates you or because you see the path to a better end state.
• Generalist by instinct. You enjoy a wide problem space. You apply first principles across finance, hiring, contracts, and ops because the underlying skill is the same: think clearly, move fast, get to the answer.
• In‑person builder. You want to spend your career around kind and smart people—refining your craft while advancing a critical mission.

Nice to Have

• Industry Experience. Prior background or interest in software, AI, cyber, defense, or intelligence.
• AI Pilled. Daily ChatGPT, Claude, or Gemini user. Use Claude Code or Cowork, Rogo, Hebbia, or equivalent AI tools. You see agents as the way to automate routine tasks and as the future of work.
• Sense of Humor. Nano Banana image generation ability.

Benefits

What's on the table:

• Health. Medical, dental, and vision plan options. Life / AD&D, disability coverage options.
• Family. Paid parental leave for eligible full‑time employees. 12 weeks for birthing parents, 4 for non‑birthing parents, 6 weeks for adoptive, foster, or intended parents through surrogacy.
• Vacation. Paid holidays and flexible PTO. Take what you need.
• Retirement. 401(k) with pre‑tax and Roth options. HSA/FSA options, dependent care FSA.
• At the office. Commuter benefits. On‑site garage parking. Bike storage. Building fitness center. Desk setup stipend.

Benefits vary by location, role, and eligibility. Full plan details provided during the interview and offer process.

Equal Opportunity and Accommodations

Twenty is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability, or any other protected status. If you need a reasonable accommodation during the hiring process, let us know and we will work with you.