Strategic Finance Associate / Sr. Associate - GTM

Zip
San Francisco
Workplace: HybridFull timeUSD 128,000 - 184,000 annuallyFunction: Finance & AccountingExperience: 2+ yearsSkills: ["Analytical skills","Attention to detail","Written communication","Verbal communication","Ownership mindset","Collaboration"]

Partner with GTM leaders to shape and optimize revenue strategy through robust financial modeling, KPI frameworks, and performance tracking. Own core models supporting annual planning and long-range forecasting, and drive forecasting/reporting across revenue, expenses, headcount, cash flow, and retention. Prepare high-quality board and investor materials and support executive decision-making with insights that influence investment choices and growth priorities.

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Zip
Zip
1 month ago

Strategic Finance Associate / Sr. Associate - GTM

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Job Summary

Partner with GTM leaders to shape and optimize revenue strategy through robust financial modeling, KPI frameworks, and performance tracking. Own core models supporting annual planning and long-range forecasting, and drive forecasting/reporting across revenue, expenses, headcount, cash flow, and retention. Prepare high-quality board and investor materials and support executive decision-making with insights that influence investment choices and growth priorities.
Location: San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Design and own core financial models supporting annual planning, long-range forecasting, and GTM strategy.
  • •Partner with GTM leaders to set targets, evaluate resourcing decisions, track KPI performance, and manage spend efficiency.
  • •Prepare board materials, investor updates, and leadership presentations to support executive decision-making.
  • •Drive forecasting and reporting across revenue, expenses, headcount, cash flow, and retention metrics.

Pay and Benefits

Salary: USD 128,000 - 184,000 annually
Perks:EquityHealth InsuranceVisionDentalCommuter BenefitsPaid LeaveHome Office401k Plan

Key Requirements

  • •2+ years of private equity, investment banking, consulting, or similar experience.
  • •Strong analytical and financial modeling skills with fluency in Excel/GSheets; SQL experience is a plus.
  • •Extreme attention to detail and precision.
  • •Strong written and verbal communication.
  • •Experience with technology/SaaS business models; strategic finance at a high-growth technology company is a plus.
Experience:2+ yearsPrivate equityInvestment bankingConsultingSaaSTechnology
Skills:Analytical skillsAttention to detailWritten communicationVerbal communicationOwnership mindsetCollaboration
Tech Stack:ExcelGSheetsSQL

Company Brief

Zip
Provides buy-now-pay-later (BNPL) and digital payment solutions for consumers and merchants across multiple markets, enabling flexible payments, consumer credit, and merchant financing services.
Industry: Lending
Company Size: Enterprise (1,001+ employees)
Revenue: USD 250M to 500M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Sydney, Australia
Founded: 2013
WebsiteLinkedIn