Strategic Finance Associate

Job Title: Strategic Finance AssociateLocation: Mexico, Colombia (Remote)Job Type: Full-TimeOur client is a PE-backed, leading AI SaaS that helps teams plan, connect, and perform in the workplace. They are seeking a Strategic Finance Associate to join their Finance and RevOps team. Serving as a trusted advisor to functional leaders across the organization, you will own the end-to-end financial planning process and drive the analytical rigor behind executive decision-making. You will gain a comprehensive understanding of how the business generates revenue—from top-of-funnel acquisition and sales conversion to customer retention and bottom-line impact. You will build models, evaluate performance, and generate insights that influence growth, operational efficiency, and clarity.This position is ideal for an agile problem solver who effectively translates data into actionable insights. Key ResponsibilitiesBusiness Understanding & Performance AnalysisDevelop a comprehensive view of revenue flow across the business: Marketing → Sales → Customer Success → Financial outcomesAnalyze funnel, pipeline, revenue, and retention performance to pinpoint key drivers, risks, and opportunitiesTrack GTM KPIs and financial metrics, concentrating on the levers that influence growth and profitabilityModeling, Forecasting & ReportingBuild and maintain operational models (financial statements, revenue models, and unit economics)Support recurring forecasts and executive reporting, maintaining clear visibility into performance relative to expectationsPerform variance analysis and deliver concise explanations alongside actionable recommendations to leadershipPrepare board and investor reporting, ensuring the accurate presentation of financial results and key business metricsInsight Generation & Decision SupportSynthesize complex data into clear, actionable insights to guide strategic and operational decisionsEvaluate pricing, packaging, GTM investments, and strategic initiatives through quantitative impact analysisPartner cross-functionally to accelerate decision velocity and elevate executionAI-Enabled Efficiency & AnalysisLeverage AI tools to accelerate analysis, enhance reporting quality, and automate manual workflowsIdentify opportunities to apply AI toward forecasting, data processing, and operational optimizationProactively experiment with and adopt emerging AI capabilitiesWhat You'll Bring:3–5 years of experience in strategic finance, investment banking, private equity, consulting, FP&A, or RevOpsAdvanced financial modeling skills, including driver-based forecasting, 3-statement modeling, and scenario/sensitivity analysisStrong analytical and quantitative capabilities, with proven expertise in modeling and data interpretationExcellent communication skills, with the ability to distill complex financial analyses into crisp narratives tailored for an executive audienceExperience with CRM/reporting systems, BI tools, and SQL is a plusA curious, resourceful mindset with comfort operating in fast-moving environmentsWhy JoinCompetitive compensation in USD.Fully remoteHigh visibility with leadership and direct business impact.Strong learning and growth opportunity within a scaling SaaS company.