Logo
Codex

Strategic Finance Associate

Codex, San Francisco, California, United States, 94199

Save Job

Overview

Our client, a high-growth, pre-IPO SaaS firm, is looking for a

Strategic Finance Associate with Pigment system user experience

to join their finance team. This role offers a unique opportunity to help shape the Sales Finance function at a fast-growing, pre-IPO company within a dynamic Strategic Finance team. As one of the team’s early members, you’ll serve as a key partner to cross-functional go-to-market teams—providing financial insights, enhancing strategic decision-making, and driving operational excellence. Your contributions will be instrumental in scaling the business and advancing its financial maturity. We're searching for finance professionals, who also happen to be

Pigment power-users , to help our client unlock the full potential of their financial and operational planning. You will play a critical role in driving data-driven decision making, increasing forecasting accuracy, and elevating financial planning and strategy across the business. Responsibilities

Collaborate closely with leaders across the Sales organization, including teams in Sales Operations, Sales Development, Solutions Engineering, and Channel Sales. Take full ownership of top‑line forecasting models to enhance visibility into quarterly performance and long‑term growth trends. Develop, manage, and track key go‑to‑market (GTM) metrics and leadership dashboards; support strategic planning and sales goal‑setting processes. Create data‑driven business cases for new initiatives and lead ad hoc analyses to address the most pressing questions facing the sales teams. Execute with urgency and adaptability — dive into details to solve immediate challenges while keeping an eye on scalable, long‑term solutions. Qualifications

Bachelor’s degree in Finance, Accounting, or a related discipline. 2+ years of experience in corporate finance, sales finance, or a similar function within a SaaS or high‑growth environment. Strong analytical skills and proficiency with spreadsheet modeling. Demonstrated experience using Pigment or a comparable financial planning tool. Excellent communication and cross‑functional collaboration skills. Seniority level

Associate Employment type

Full‑time Job function

Finance Industries

Software Development Benefits

Medical insurance Vision insurance 401(k) Pension plan Child care support Paid maternity leave Paid paternity leave

#J-18808-Ljbffr