Strategy & Corporate Development Associate - Investment Banking, Management Consulting, or PE background

Remote; San Francisco (CA); Presencial; USD 128.000 - 170.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

Dental insurance

Accident and life insurance

401k matching

Paid time off

Education reimbursement

Descripción de la vacante

GHX is seeking a senior finance leader to serve as a trusted advisor to the CEO and executive team in a fast-growing SaaS environment. You will drive analytical rigor, strategic insight, and cross-functional alignment on the company’s highest-priority growth initiatives.

You will own complex FP&A processes, lead market sizing and pricing analytics, and partner with PE sponsors to deliver long-range plans, equity-agnostic deal analysis, and optimized resource allocation across business units.

Formación

• Bachelor’s degree in Finance, Accounting, Business Administration, or Economics.
• 7+ years of progressive FP&A, investment banking, private equity, or corporate strategy.
• Prior PE-backed company experience preferred.
• Strong Excel and BI tooling skills.

Responsabilidades

• Act as the primary financial partner to the CEO on strategic initiatives and long-range planning.
• Lead end-to-end M&A analysis: screening, modeling, valuation, due diligence, and integration tracking.
• Develop TAM/SAM/SOM frameworks and investment theses for new product introductions.
• Own pricing analytics across the SaaS portfolio, including monetization options and elasticity.
• Build dynamic FP&A models for bookings, revenue, OPEX, and capex reporting.
• Translate investments into IRR, NPV, and scenario-weighted returns for the board.
• Prepare annual budgets and monthly reforecasts with variance analysis and drivers.

Conocimientos

Strategic thinker

Executive presence

Financial modeling

SaaS metrics

Pricing strategy

PE familiarity

Educación

B.A. in Finance/Strategy/Accounting

Bachelor's degree in Finance/Accounting/Business Admin/Economics

Descripción del empleo

We are seeking a senior finance professional with a strategic mindset who thrives in a dynamic, private equity-backed business environment. This person will serve as a trusted financial advisor to the CEO and executive leadership team, providing analytical rigor and strategic insight to drive the company's highest-priority growth initiatives. Spanning corporate strategy, M&A, pricing, R&D investment, and new product commercialization, this role sits at the intersection of finance and corporate strategy in a modern SaaS company. The candidate must be a highly motivated self-starter who can independently frame complex problems, develop actionable recommendations, and communicate with conviction to senior stakeholders.

Principal duties and responsibilities:

• Serve as the primary financial partner to the CEO on strategic initiatives, including market expansion, competitive positioning, and long-range planning
• Lead end-to-end M&A analysis: target screening, financial modeling, valuation (DCF, LBO, comparable company/transaction analysis), due diligence support, and post-close integration tracking
• Develop comprehensive market sizing frameworks (TAM/SAM/SOM) and investment theses for new product introductions and R&D allocation decisions
• Own pricing strategy analytics - building models that evaluate monetization options, price elasticity, packaging structures, and margin impact across the SaaS product portfolio
• Construct and maintain dynamic financial models that support go-to-market decisions, including customer lifetime value (LTV), customer acquisition cost (CAC), payback periods, and cohort analysis
• Translate strategic investments into quantified financial outcomes, including IRR, NPV, and scenario-weighted return analyses for board and PE sponsor consumption
• Play a key role in preparing annual budgets and monthly reforecasts across bookings, revenue, operating expense, and capital expenditure
• Demonstrate a clear understanding of financial results, including detailed variance analysis to budget, prior forecast, and prior year; identify key business drivers
• Participate in the compilation of monthly and quarterly reporting to the Board of Directors and PE sponsor
• Present financial information and strategic recommendations to the CFO, CEO, and senior leadership, as well as PE ownership as needed
• Provide insight on financial risks and opportunities toward the company's goals across multiple functional and business unit areas
• Act as a financial liaison for business and functional leaders on cross-functional strategic projects
• Gain and demonstrate a deep understanding of GHX's business model, products, competitive landscape, and industry dynamics
• Participate in the integration of new businesses and acquisitions
• Identify process improvements to drive efficiency and accuracy in FP&A workflows
• Participates in special projects as deemed necessary by management

Preferred Skills:

• Strategic thinker with strong executive presence and ability to distill complex analysis into clear, concise narratives for C-suite and board audiences
• Expert financial modeling skills, including M&A (LBO, DCF, accretion/dilution), SaaS metrics, and scenario/sensitivity analysis
• Deep understanding of SaaS business model economics - ARR, NRR, churn, LTV/CAC, Rule of 40, and unit economics
• Demonstrated experience supporting strategic pricing decisions, including price-to-value frameworks and monetization design
• Familiarity with private equity ownership structures, sponsor reporting requirements, and value creation frameworks
• Experience with market sizing methodologies (TAM/SAM/SOM) and investment thesis development
• Highly detail-oriented self-starter with outstanding communication skills - written and verbal
• High ownership of work product with the ability to manage multiple concurrent priorities under strict deadlines
• Ability to keep highly sensitive and confidential information secure
• Solid proficiency in Microsoft Excel and financial planning tools; familiarity with BI/analytics platforms a plus

Qualifications:

• B.A. from an accredited institution required; concentration in Finance, Strategy, or Accounting preferred
• Bachelor's degree in Finance, Accounting, Business Administration, or Economics
• 7+ years of progressive experience spanning FP&A, investment banking, private equity, or corporate strategy
• Prior experience in a private equity-owned or PE-backed company strongly preferred
• Public accounting or investment banking experience preferred
• Experience in a high-growth SaaS or technology company preferred

Estimated base salary range: $128,000 - $170,000

The base salary range represents the anticipated low and high end of GHX's salary range for this position. Actual salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base salary is one component of GHX's total compensation package for employees. Other rewards and benefits include: health, vision, and dental insurance, accident and life insurance, 401k matching, paid-time off, and education reimbursement, to name a few. To view more details of our benefits, visit us here: https://www.ghx.com/about/careers/

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