Finance Associate

Brex
New York, US
Hybrid

Who this role is best for

Best suited to mid-level finance professionals with an AI-first mindset working in a hybrid New York office environment.

Best fit for

  • FP&A professionals who prioritize AI-driven workflow automation
    — “you see AI not as an occasional tool, but as the default lens
  • Strategic finance candidates comfortable with executive-level exposure
    — “giving you real exposure and ownership from day one
  • Analysts who thrive in ambiguous, fast-moving environments
    — “build structure in ambiguous environments, and prioritize effectively

Things to consider

  • Mandatory 3 days/week in-office with fixed schedule
    — “minimum of three coordinated days in the office per week Monday, Wednesday, and Thursday
  • Initial distinct workstream ownership before role rotation
    — “will each initially own distinct workstreams before rotating responsibilities

How to stand out

  • Demonstrate concrete examples of AI-driven financial automation
    — “you have used AI to accelerate analysis or automate a task
  • Showcase proactive insight generation beyond standard reporting
    — “A bias toward proactive insight over reactive reporting
  • Highlight experience building financial systems infrastructure
    — “Build out and maintain Finance AI tooling and financial systems infrastructure
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Junior

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • accurate financial forecasts
  • efficient financial systems
Typical background
financeaccountingbusiness analysis

Skills & requirements

Required

Financial ModelingManagement ReportingForecasting

Preferred

AI ToolsFinancial Systems

Stack & domain

Financial PlanningModelingForecastingManagement ReportingPerformanceAi ToolingFinancial Systems InfrastructureAutomationReportingScaleCollaborationCommunicationTeamworkFinanceCorporate FinanceAi-first Initiatives

About the role

Original posting from Brex

Why join us

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Finance at Brex

The Finance team is a strategic engine at Brex. We lead planning, forecasting, capital allocation, and ROI analysis — partnering across the business to drive clarity and unlock opportunity. We partner across teams at Brex to ensure our business is building and planning with the same dream big goals throughout our entire organization. We’re not here to report on outcomes; we shape them. If you want to influence company direction and think long-term about value creation, this is where your ownership starts. 

Where you’ll work

This role will be based in our New York office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week Monday, Wednesday, and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

What you’ll do

We are hiring two Finance Associates who will each initially own distinct workstreams before rotating responsibilities — building deep expertise across the full Corporate FP&A function. Your work will directly inform Brex's total company business plan and executive reporting, giving you real exposure and ownership from day one. You will also be a core contributor to our AI-first initiatives and financial systems roadmap — we are looking for someone who sees AI not as an occasional tool, but as the default lens through which they approach every workflow.

Responsibilities

Financial Planning & Modeling

Own our forecasting & planning process, managing our operational model and collaborating with stakeholders to make recommendations that drive the business forward

Review, evaluate, maintain, and improve financial models used for OKRs and operational & financial reporting

Participate in budgeting, forecasting, headcount planning, and G&A finance processes

Management Reporting & Performance

Own our monthly management reporting and bi-weekly rolling forecast process delivered directly to our executive leadership team

Support Finance Business Partners with the creation of Budget vs. Actuals materials

Shared Across Both Workstreams

Build out and maintain Finance AI tooling and financial systems infrastructure, identifying opportunities to automate reporting and scale the team's impact

Contribute to special projects and ad hoc analyses supporting senior leadership

Requirements

Bachelor’s Degree in Economics, Finance, Business, or related field

2+ years of Strategic Finance, FP&A, or Investment Banking experience

An AI-first mindset: you default to asking how AI can improve every workflow, you actively experiment with new tools, and you have used AI to accelerate analysis or automate a task

Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data 

Strong communication, team-working, quantitative and analytical skills

Intellectual curiosity, a collaborative work style, and the drive to take ownership in a fast-moving environment

Comfort managing multiple workstreams simultaneously and proactively driving work forward without being asked

A bias toward proactive insight over reactive reporting

Ability to operate independently, build structure in ambiguous environments, and prioritize effectively

Compensation

The expected salary range for this role is $115,000-$130,000 USD.  However, the starting base pay will depend on a number of factors, including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package

Brex LLC is a wholly owned subsidiary of Capital One, N.A.

Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

Source: Brex careers

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