Strategic Finance Associate

Job Title: Strategic Finance Associate
Location: Mexico, Colombia (Remote)
Job Type: Full-Time

Our client is a PE-backed, leading AI SaaS that helps teams plan, connect, and perform in the workplace. They are seeking a Strategic Finance Associate to join their Finance and RevOps team. Serving as a trusted advisor to functional leaders across the organization, you will own the end-to-end financial planning process and drive the analytical rigor behind executive decision-making.

You will gain a comprehensive understanding of how the business generates revenue—from top-of-funnel acquisition and sales conversion to customer retention and bottom-line impact. You will build models, evaluate performance, and generate insights that influence growth, operational efficiency, and clarity.

This position is ideal for an agile problem solver who effectively translates data into actionable insights.

Key Responsibilities

Business Understanding & Performance Analysis

• Develop a comprehensive view of revenue flow across the business: Marketing → Sales → Customer Success → Financial outcomes

• Analyze funnel, pipeline, revenue, and retention performance to pinpoint key drivers, risks, and opportunities

• Track GTM KPIs and financial metrics, concentrating on the levers that influence growth and profitability

Modeling, Forecasting & Reporting

• Build and maintain operational models (financial statements, revenue models, and unit economics)

• Support recurring forecasts and executive reporting, maintaining clear visibility into performance relative to expectations

• Perform variance analysis and deliver concise explanations alongside actionable recommendations to leadership

• Prepare board and investor reporting, ensuring the accurate presentation of financial results and key business metrics

Insight Generation & Decision Support

• Synthesize complex data into clear, actionable insights to guide strategic and operational decisions

• Evaluate pricing, packaging, GTM investments, and strategic initiatives through quantitative impact analysis

• Partner cross-functionally to accelerate decision velocity and elevate execution

AI-Enabled Efficiency & Analysis

• Leverage AI tools to accelerate analysis, enhance reporting quality, and automate manual workflows

• Identify opportunities to apply AI toward forecasting, data processing, and operational optimization

• Proactively experiment with and adopt emerging AI capabilities

What You'll Bring:

• 3–5 years of experience in strategic finance, investment banking, private equity, consulting, FP&A, or RevOps

• Advanced financial modeling skills, including driver-based forecasting, 3-statement modeling, and scenario/sensitivity analysis

• Strong analytical and quantitative capabilities, with proven expertise in modeling and data interpretation

• Excellent communication skills, with the ability to distill complex financial analyses into crisp narratives tailored for an executive audience

• Experience with CRM/reporting systems, BI tools, and SQL is a plus

• A curious, resourceful mindset with comfort operating in fast-moving environments

Why Join

• Competitive compensation in USD.

• Fully remote

• High visibility with leadership and direct business impact.

• Strong learning and growth opportunity within a scaling SaaS company.