Strategic Finance Associate / Sr. Associate - GTM

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

ABOUT ZIP

Zip is the AI platform for enterprise procurement — built for humans and agents working together. By orchestrating procurement across teams, tools, and suppliers with the help of AI agents, companies can secure the resources they need to innovate faster than ever before.

The world’s most influential enterprises trust Zip, including T-Mobile, OpenAI, AMD, Mars, Dollar Tree, and more. Together they’ve saved over $8 billion and processed over $500 billion in spend. Zip’s team includes product leaders from Apple, Airbnb, and Meta, as well as former procurement leaders from United Health, Sanofi, MGM Resorts, Discover, and NASA.

Backed by Adams Street, Alkeon, BOND, CRV, DST, Tiger Global, and Y Combinator, Zip has raised $371 million, most recently at a $2.2 billion valuation and has been recognized by Forbes Fintech 50, Fast Company’s Most Innovative Companies, Inc. Best in Business, and LinkedIn Top Startups.

YOUR ROLE

We are 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, and from that foundation drive resource allocation decisions and influence long-term strategy. This role is highly cross-functional and will help set targets and assess the ROI of projects across departments in the GTM org.

WHAT YOU’LL DO

• 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

WHAT YOU’LL NEED

• 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
• Ownership mindset with the ability to collaborate across diverse teams and stakeholders
• Familiarity with technology / SaaS business models
• Experience in strategic finance at a high-growth technology company is a plus

The salary range for this role is $128,000-$184,000. 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!