Strategic Finance Associate / Sr. Associate - GTM

Zip
San Francisco, CA
On-site

Who this role is best for

A natural match if you have experience in strategic finance within high-growth technology companies.

Best fit for

  • Candidates with experience in strategic finance at high-growth tech firms and strong analytical modeling skills
    — “Experience in strategic finance at a high-growth technology company is a plus
  • Individuals with a background in private equity, investment banking, or consulting and a focus on SaaS financials
    — “2+ years of private equity, investment banking, consulting, or similar experience
  • Professionals who can translate complex financial models into clear, actionable insights for leadership
    — “deliver insights that influence investment decisions and growth priorities

Things to consider

  • This role requires a high level of precision and ownership in financial modeling and forecasting
    — “Extreme attention to detail and a high regard for precision
  • The position involves frequent collaboration with GTM leaders and cross-functional teams
    — “This role is highly cross-functional and will help set targets and assess the ROI of projects across departments in the GTM org

How to stand out

  • Highlight your ability to shape revenue strategies and drive resource allocation decisions
    — “drive resource allocation decisions and influence long-term strategy
  • Showcase your proficiency in building and maintaining financial models for annual planning
    — “Design and own core financial models that support our annual plan
  • Emphasize your experience in preparing board materials and investor updates
    — “Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · CompanyLevel · Senior

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

What success looks like

  • Design and own financial models
  • Support executive decision-making
  • Drive forecasting and reporting processes
Typical background
Private equityinvestment bankingconsulting

Skills & requirements

Required

Financial ModelingStrategic FinanceKPI FrameworksForecastingReportingExcelSQL

Preferred

Saas Business ModelsInvestment BankingConsulting

Stack & domain

ExcelGsheetsSQLData ModelingForecastingReportingKPI FrameworksInvestment BankingPrivate EquityConsultingTechnology / Saas Business ModelsCommunicationAttention To DetailOwnership MindsetCollaborationTeamworkFinanceStrategic FinanceGTM Finance

About the role

Original posting from Zip via Ashby

ABOUT ZIP

Zip is the AI platform for enterprise procurement — built for humans and agents working together. By orchestrating procurement across teams, tools, and suppliers with the help of AI agents, companies can secure the resources they need to innovate faster than ever before.

The world’s most influential enterprises trust Zip, including T-Mobile, OpenAI, AMD, Mars, Dollar Tree, and more. Together they’ve saved over $8 billion and processed over $500 billion in spend. Zip’s team includes product leaders from Apple, Airbnb, and Meta, as well as former procurement leaders from United Health, Sanofi, MGM Resorts, Discover, and NASA.

Backed by Adams Street, Alkeon, BOND, CRV, DST, Tiger Global, and Y Combinator, Zip has raised $371 million, most recently at a $2.2 billion valuation and has been recognized by Forbes Fintech 50, Fast Company's Most Innovative Companies, Inc. Best in Business, and LinkedIn Top Startups.

YOUR ROLE

We are seeking a Strategic Finance Associate / Sr. Associate to join our growing finance team, with a focus on Go-to-Market Finance. In this role, you will partner closely with GTM leaders to shape and optimize the revenue strategy of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities.

This is a high-visibility, high-impact role where you will understand our full business at the driver level, and from that foundation drive resource allocation decisions and influence long-term strategy. This role is highly cross-functional and will help set targets and assess the ROI of projects across departments in the GTM org.

WHAT YOU’LL DO

  • Design and own core financial models that support our annual plan, long-range forecast, and GTM strategy
  • Partner with GTM leaders to set targets, evaluate resourcing decisions, track performance against KPIs, and manage spend efficiency to dynamically influence strategic priorities and decision making
  • Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations
  • Drive forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics

WHAT YOU’LL NEED

  • 2+ years of private equity, investment banking, consulting, or similar experience
  • Strong analytical and modeling skills with fluency in Excel/GSheets, SQL experience is a plus
  • Extreme attention to detail and a high regard for precision
  • Strong written and verbal communication
  • Ownership mindset with the ability to collaborate across diverse teams and stakeholders
  • Familiarity with technology / SaaS business models
  • Experience in strategic finance at a high-growth technology company is a plus

The salary range for this role is $128,000-$184,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise.

PERKS & BENEFITS

At Zip, we’re committed to providing our employees with everything they need to do their best work.

  • 📈  Start-up equity
  • 🦷  Full health, vision & dental coverage
  • 🍽️  Catered lunches & dinners for SF employees
  • 🚍  Commuter benefit
  • 🚠  Team building events & happy hours
  • 🌴  Flexible PTO
  • 💻  Apple equipment plus home office budget
  • 💸  401k plan

We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!

Source: Zip careers (Ashby)

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