Strategic Finance Associate — GTM Growth & Forecasting

Triwill Group; San Francisco (CA); On-site; USD 128,000 - 184,000; Full time

Benefits offered by this job

Startup equity

Health coverage

Catered meals

Commuter benefit

Team events

Flexible PTO

Home office budget

401k plan

Job summary

Zip is seeking a Strategic Finance Associate / Sr. 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 and optimize the revenue strategy of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities. This is a high-visibility, high-impact role where you will understand our full business at the driver level,

Qualifications

• 2+ years of private equity, investment banking, consulting, or similar experience.
• Strong analytical and modeling skills with fluency in Excel/GSheets; SQL experience is a plus
• Extreme attention to detail and a high regard for precision
• Strong written and verbal communication

Responsibilities

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

Skills

Excel/Google Sheets

SQL

Financial modeling

Communication

Job description

Zip is seeking a Strategic Finance Associate / Sr. 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 and optimize the revenue strategy of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities. This is a high-visibility, high-impact role where you will understand our full business at the driver level,