Strategic Finance Associate

Elicit Executive Search, Inc.

San Francisco (CA)

On-site

USD 140,000 - 160,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Pension plan

Job summary

A fast-growing AI technology startup in San Francisco is seeking a Strategic Finance Associate to support revenue strategy and financial modeling. This high-impact role partners with Go-to-Market leaders to influence investment decisions and resource allocation. Required qualifications include over 2 years of experience in finance, strong financial modeling skills, and familiarity with SaaS models. Benefits include medical and vision insurance, a 401(k) plan, and paid parental leaves.

Qualifications

2+ years of private equity, investment banking, consulting, or similar experience.
Familiar with technology/SaaS business models.
Experience in strategic finance at a high-growth technology company is a plus.

Responsibilities

Design and own core financial models for annual plan and long-range forecast.
Partner with GTM leaders to set targets and evaluate resourcing decisions.
Prepare high-quality board materials for executive decision-making.
Drive forecasting and reporting processes across key metrics.

Skills

Financial modeling

Quantitative skills

Written communication

Verbal communication

Attention to detail

Ownership mindset

SQL proficiency

Tools

BI dashboard tools

Job description

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Elicit Executive Search, Inc. provided pay range

This range is provided by Elicit Executive Search, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $160,000.00/yr

Strategic Finance Associate – GTM

We are a Technology AI/SaaS Startup, disrupting & transforming a $48B industry. We are in hyper-growth looking for Strategy Finance Associate to join the team.

We are revolutionizing FinTech. We are in hyper-growth. Today, the world’s leading companies like Snowflake, OpenAI and Anthropic are our customers and rely on our offering to manage billions of dollars in spend.

We are seeking a Strategic Finance Associate to join our growing finance team, with a focus on Go-to-Market Finance. In this role, you will partner closely with GTM leaders to shape the revenue strategy of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities. Think Chief of Staff for anything GTM, as you will help propel the business to move forward.

This is a high-visibility, high-impact role where you will understand our full business at the driver level, and from that foundation drive resource allocation decisions and influence long‑term strategy.

Responsibilities

Design and own core financial models that support our annual plan, long‑range forecast, and GTM strategy
Partner with GTM leaders to set topline targets, evaluate resourcing decisions, and track performance against KPIs to dynamically influence strategic priorities and decision making
Support executive decision‑making by preparing high‑quality board materials, investor updates, and leadership presentations
Drive company‑wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics

Qualifications

2+ years of private equity, investment banking, consulting, or similar experience
Familiarity with technology / SaaS business models
Excellent financial modeling and quantitative skills
Extreme attention to detail and a high regard for precision
Strong written and verbal communication
Ownership mindset with the ability to collaborate across diverse teams and stakeholders
SQL proficiency and experience using BI dashboard tools strongly preferred
Experience in strategic finance at a high‑growth technology company is a plus

Seniority level