Strategic Finance Associate, Coast

• 2–4 years of experience in investment banking, consulting, corporate finance, or strategic finance roles
• Proficiency in financial modeling and analysis
• High proficiency in Excel; experience with BI tools is a plus
• A ‘take ownership’ mentality in their work. Able to effectively manage workload and prioritize and streamline tasks to ensure quality and accuracy
• Ability to synthesize large quantities of complex data into actionable information in written materials, presentations, financial models, and data analysis
• Excellent oral and written communication skills
• Excellent relationship-building skills
• Demonstrated ability to collaborate with both finance and non-financial people

Desirable

• We are looking for a Strategic Finance Associate to join our Finance team and be a key player in shaping the financial direction of Coast
• This is a high-impact, high-visibility role reporting directly to the Head of Finance
• You will play a central role in financial modeling, forecasting, strategic analysis, pricing and also deal execution along with the company's go-to-market (GTM) functions
• This person will touch all aspects of the Finance function and will work hand in hand with the Head of Finance and VP of Financial Operations to manage the finance function
• Lead the creation and maintenance of detailed financial models (e.g. , consolidated forecasts, P&L, cash flow, LTV:CAC, sales pipeline, etc.)
• Support long-range planning and scenario analysis to inform corporate strategy
• Act as a trusted thought partner to the CEO and the management team by providing financial insight into key business decisions
• Develop and track key performance indicators (KPIs), build dashboards, and deliver insights to optimize performance
• Prepare monthly and quarterly reporting packages highlighting key financial results, business metrics, and performance against forecasts
• Manage Coast’s warehouse operations along with VP of Financial Operations
• Support Coast’s capital markets strategy, including debt and equity structuring and modeling
• Assist with investor due diligence processes, data room management, and financial storytelling
• Monitor market trends and benchmark Coast’s performance against peers and industry standards
• Collaborate with external stakeholders such as banks, investors, and financial advisors
• Partner with Sales and DealOps to evaluate custom pricing proposals and ensure alignment with financial targets
• Analyze customer deal economics, including margin, CAC payback, and lifetime value, to inform pricing strategy
• Develop scalable pricing frameworks to support enterprise and mid-market growth
• Identify areas for financial and operational efficiency improvements across the organization
• Collaborate with business units to implement productivity-boosting initiatives
• Serve as a liaison between Finance and functional teams to drive alignment and execution on strategic projects