Revenue Finance Associate

Why join us

Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises — including DoorDash, Flexport, and Compass — use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.

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 leads financial planning and analysis as well as corporate development, which includes board communications, investor relations, fundraising, and M&A. We strive to be agents of change rather than a reporting function. We’re integrated and partner closely with teams across Brex to evaluate key questions, solve problems, and drive results. Through our corporate development efforts, we are also deeply involved in long-term planning and major strategic decisions for the company.

What You’ll Do

We are building the Strategic Finance team and looking for someone to join the Sales Finance function and partner with the Executive team to maximize ROI from our GTM investments.

In this role, you will work closely with the Sales leadership to shape and execute on our financial strategy for the Sales organization, driving alignment between financial planning and sales execution. You will support these leaders by developing and implementing data-driven and high-impact initiatives aimed at driving growth, improving efficiency, and increasing profitability while serving as a connective tissue within the business.

You will lead sales capacity planning, own revenue conversion forecasting, and create frameworks for evaluating sales performance and efficiency. You will bring both the financial and commercial points of view and need to embrace challenges and structure complex problems. This role will involve high exposure to Executive Leadership, as you will regularly deliver analysis and recommendations directly to the Leadership team and participate in the narrative and analysis for the Board of Directors and other investors.

The Sales Finance team sits within the Strategic Finance team at Brex, and our team excels in the below skill sets:

• Cross-functional alignment: We work on complex problems that cut across Product, Engineering, Sales, Marketing, Product Marketing, Operations, CX, and more. This requires the ability to generate buy-in from a wide set of stakeholders on key initiatives.
• Business intelligence: We are a data-driven organization that always provides data to support our decision-making. When data is not available, we find it in market and competitive research. We effectively convey complex financial information to various stakeholders in order to influence decisions. 
• Problem-solving: We lead with solutions by defining an ambiguous problem, processing information, applying decision-making skills and creativity, and generating buy-in around the solution. This requires the ability to not only track and improve key metrics, but define what those key metrics are.
• The ideal candidate will have a proven track record of success in financial management, coupled with exceptional communication and collaboration skills. This is an exciting opportunity to join our dynamic team and make a meaningful impact on our business.

Where You’ll work

This role will be based in our San Francisco office. You must be willing to work in office at least 2 days per week on Wednesday and Thursday, starting the week of January 6th, 2025. Employees will be able to work remotely for up to 4 weeks per year, for a minimum of one week at a time.

Responsibilities

• Maintain the Sales Capacity to forecast, bookings, revenue, and sales team performance.
• Provide analytical support required for the development and tracking of sales programs, plans and objectives; attend and participate in sales strategy meetings.
• Collect and analyze data to evaluate performance to monthly and annual sales goals, quotas, and forecast; provide explanations for variances to forecasts.
• Help set goals in planning, track to outcomes, and provide metric deep-dive analysis. Help tie marketing-related goals (leads, meetings, conversion) to financial and sales goals. 
• Proactively monitor sales and margin data looking for trends, anomalies, and other insights.
• Partner with the Sales and Revenue Operations team to provide analytical support to drive ROI and align their initiatives with the business’  financial plan
• Analytical support of all financing-related activities, including Excel modeling, report generation, and coordinating with Sales organization
• Partner with the FP&A team and other departments to ensure alignment with the consolidated company plan and performance reporting
• Prepare and deliver management presentations for Leadership to analyze results and present forecasts. Build narratives that describe business strategy and performance, assess business risk and operating health, and align cross-functional teams to effective solutions.

Requirements

• Bachelor’s Degree in Economics, Finance, Business, or related field
• 2+ years of Corporate Finance, Investment Banking, Private Equity experience,  or in a high growth SaaS or Fintech company 
• Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data (familiarity with Looker databases and Salesforce is a plus)
• Comfortable interacting with internal and external senior level executives
• Exceptional communication and interpersonal skills with proven success partnering and collaborating across various functions
• A creative curiosity, collaborative ethic, hardworking enthusiasm and driving personal vision
• A penchant for multi-tasking and self-starting

Compensation

The expected salary range for this role is $117,520 USD - $146,900 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

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.