Revenue Finance Associate, Brex

$117.5-146.9k

Looker
Excel
Salesforce
Junior and Mid level
San Francisco Bay Area

More information about location

2 days a week in office

Brex

All-in-one finance for business

Open for applications

Brex

All-in-one finance for business

1001+ employees

FintechB2BPaymentsFinancial ServicesSaaS

Open for applications

$117.5-146.9k

Looker
Excel
Salesforce
Junior and Mid level
San Francisco Bay Area

More information about location

2 days a week in office

1001+ employees

FintechB2BPaymentsFinancial ServicesSaaS

Company mission

To empower employees anywhere to make better financial decisions.

Role

Who you are

  • The ideal candidate will have a proven track record of success in financial management, coupled with exceptional communication and collaboration skills
  • Bachelor’s Degree in Economics, Finance, Business, or related field
  • 2+ years of Corporate Finance, Investment Banking, Private Equity experience, or in a high growth SaaS or Fintech company
  • Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data (familiarity with Looker databases and Salesforce is a plus)
  • Comfortable interacting with internal and external senior level executives
  • Exceptional communication and interpersonal skills with proven success partnering and collaborating across various functions
  • A creative curiosity, collaborative ethic, hardworking enthusiasm and driving personal vision
  • A penchant for multi-tasking and self-starting

What the job involves

  • We are building the Strategic Finance team and looking for someone to join the Sales Finance function and partner with the Executive team to maximize ROI from our GTM investments
  • In this role, you will work closely with the Sales leadership to shape and execute on our financial strategy for the Sales organization, driving alignment between financial planning and sales execution
  • You will support these leaders by developing and implementing data-driven and high-impact initiatives aimed at driving growth, improving efficiency, and increasing profitability while serving as a connective tissue within the business
  • You will lead sales capacity planning, own revenue conversion forecasting, and create frameworks for evaluating sales performance and efficiency
  • You will bring both the financial and commercial points of view and need to embrace challenges and structure complex problems
  • This role will involve high exposure to Executive Leadership, as you will regularly deliver analysis and recommendations directly to the Leadership team and participate in the narrative and analysis for the Board of Directors and other investors
  • Cross-functional alignment: We work on complex problems that cut across Product, Engineering, Sales, Marketing, Product Marketing, Operations, CX, and more. This requires the ability to generate buy-in from a wide set of stakeholders on key initiatives
  • Business intelligence: We are a data-driven organization that always provides data to support our decision-making. When data is not available, we find it in market and competitive research. We effectively convey complex financial information to various stakeholders in order to influence decisions
  • Problem-solving: We lead with solutions by defining an ambiguous problem, processing information, applying decision-making skills and creativity, and generating buy-in around the solution. This requires the ability to not only track and improve key metrics, but define what those key metrics are
  • Maintain the Sales Capacity to forecast, bookings, revenue, and sales team performance
  • Provide analytical support required for the development and tracking of sales programs, plans and objectives; attend and participate in sales strategy meetings
  • Collect and analyze data to evaluate performance to monthly and annual sales goals, quotas, and forecast; provide explanations for variances to forecasts
  • Help set goals in planning, track to outcomes, and provide metric deep-dive analysis. Help tie marketing-related goals (leads, meetings, conversion) to financial and sales goals
  • Proactively monitor sales and margin data looking for trends, anomalies, and other insights
  • Partner with the Sales and Revenue Operations team to provide analytical support to drive ROI and align their initiatives with the business’ financial plan
  • Analytical support of all financing-related activities, including Excel modeling, report generation, and coordinating with Sales organization
  • Partner with the FP&A team and other departments to ensure alignment with the consolidated company plan and performance reporting
  • Prepare and deliver management presentations for Leadership to analyze results and present forecasts. Build narratives that describe business strategy and performance, assess business risk and operating health, and align cross-functional teams to effective solutions

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Insights

Top investors

3% employee growth in 12 months

Company

Company benefits

  • Company equity
  • Parental leave
  • Health, dental & vision insurance
  • Generous PTO if full-time + paid holidays
  • Company-wide weeks off
  • Remote-first team
  • Company offsites
  • Monthly remote stipend
  • One-time office setup budget

Funding (last 2 of 8 rounds)

Oct 2021

$300m

SERIES D

Apr 2021

$425m

SERIES D

Total funding: $1.1bn

Our take

Brex started its life focused on providing credit cards aimed mainly at startups and SMBs, but has gradually evolved its model with the aim of serving as a one-stop finance shop for companies. With 1,000s of software integrations, Brex is the largest modern corporate card platform, helping businesses scale and fuel growth.

Brex has adapted to the changing market by expanding the size of the businesses it serves, now covering all companies from startups to enterprises. It's over 20,000 customers are based in 100+ countries, resulting in the company processing tens of billions of dollars in transactions.

The company has raised significant capital, most prominently a debt financing round of $260 million in 2024, and reached a valuation of $12.3 billion in 2022. With the landscape of companies clamoring to meet financial needs increasing by the day, Brex is well set to see continued growth.

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Freddie

Company Specialist at Welcome to the Jungle