Strategic Finance Associate/Sr. Associate - Product

ZipHQ, Inc.; San Francisco (CA); On-site; USD 128,000 - 184,000; Full time

Benefits offered by this job

Start-up equity

Health coverage

Catered lunches

Commuter benefit

Team building events

Flexible PTO

Home office budget

401k plan

Job summary

ZipHQ, Inc. is looking for a Strategic Finance Associate / Sr. Associate to join their fast-growing team.

You'll work closely with Product, Engineering, and GTM leaders to drive the financial strategy and influence product investments. In this high-impact role, you will design financial models, analyze the pricing of AI products, and prepare executive materials. The position offers a salary range of $128,000-$184,000, along with comprehensive perks including startup equity and full health

Qualifications

• 2+ years of private equity, investment banking, or similar experience.
• Experience in strategic finance at a high-growth technology company is a plus.
• Familiarity with technology, SaaS, and usage-based business models.
• Extreme attention to detail with a high regard for precision.

Responsibilities

• Design and manage financial models for annual plans and forecasts.
• Partner with various leaders to set targets and evaluate investments.
• Model financial impacts of AI products and pricing scenarios.
• Create KPI frameworks for product performance and sales efficiency.
• Prepare high-quality board materials and investor updates.
• Drive forecasting and reporting processes across metrics.

Skills

Financial modeling

Quantitative skills

Communication

Attention to detail

Collaboration

Job description

About Zip

Zip is the AI platform for enterprise procurement — built for humans and agents working together.
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 Strategic Finance team, with a focus on Product finance. In this role, you will work closely with Product, Engineering, and GTM leaders to shape the financial strategy of our business. You will build and maintain financial models, develop KPI frameworks, and deliver insights that influence product investments and growth priorities.

You’ll also be a core finance partner on Zip's AI strategy, from how we price and package to how we forecast AI revenue and the inference costs that come with it.

This is a high-visibility, high-impact role where you'll play a critical part in connecting product strategy with financial outcomes, supporting long-range planning, and influencing decisions at the executive and board level.

What you’ll do

• Design and manage the financial models that support our annual plan, long-range forecast, and multi-product growth strategy

• Partner with Product, Engineering, and GTM leaders to set topline targets, evaluate roadmap investments, and align on strategic priorities across the business

• Model the financial impact of Zip's AI products and decisions, including pricing scenarios, unit economics, gross margin, and investment cases for new capabilities

• Create and maintain KPI frameworks that track product performance and sales efficiency, giving leadership a holistic view of the business to guide resource allocation

• 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

What you’ll need

• 2+ years of private equity, investment banking, or similar experience

• Experience in strategic finance at a high-growth technology company is a plus

• Familiarity with technology, SaaS, and usage-based business models

• Excellent financial modeling and quantitative skills

• Extreme attention to detail with a high regard for precision

• Strong written and verbal communication

• Ownership mindset with the ability to collaborate across diverse teams and stakeholders

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!