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Associate – Strategic Finance COE – Opex

Associate – Strategic Finance COE – Opex

CompanyLinkedIn
LocationSan Francisco, CA, USA, New York, NY, USA, Sunnyvale, CA, USA
Salary$78000 – $126000
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Bachelor’s Degree in Business, Business Analytics, Finance, or related field AND a minimum of 1 year of experience in finance, finance accounting, management consulting, or related field OR equivalent experience.

Responsibilities

  • Act as a business process owner for designated financial workstreams with a focus driving on consistency, scalability, and operational excellence
  • Design and redesign processes to enhance accuracy, reduce manual effort, and improve end-to-end efficiency across financial operations
  • Operationalize processes and support new ideas to improve overall expense management and reporting, with the support from more senior team members
  • Identify obstacles within immediate scope and make recommendations to leadership for improvement opportunities
  • Leverage insights and data to develop narratives and influence stakeholders with some guidance
  • Collaborate with functional finance partners and systems teams to define and drive adoption of best practices
  • Deliver clear, data-informed narratives and presentations to support strategic and operational decision-making
  • Own ad-hoc analysis to test hypotheses and answer specific business questions
  • Contribute to the development of a central repository for documentation, including maintaining processes for updates and revisions
  • Participate in training sessions, workshops, and onboarding efforts to promote process understanding and adherence across teams
  • Support the culture and values of the organization, including diversity, inclusion, and belonging, by collaborating with and helping others; Participate in organization-wide events/initiatives

Preferred Qualifications

  • Experience in process design or redesign, particularly in financial operations such as expense management (e.g., accrual processes)
  • Strong analytical skills with proficiency in Excel and data tools (e.g., SQL, PowerBI, Tableau); familiarity with Python or R is a plus
  • Effective communication and stakeholder management skills, with the ability to drive alignment across functions
  • A proactive, problem-solving mindset paired with strong analytical capabilities to tackle complex organizational issues
  • Demonstrates strong ownership mentality and takes pride in delivering high-quality, impactful work