Finance Associate

The shape of it

In the posting’s own words

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.

What it asks for · 10

• 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
• Comfort working directly in data: SQL or BI tooling experience is a strong plus (Snowflake, Hex, Looker, or Salesforce)

What the job covers

• Build and own the frameworks used to evaluate investment decisions across the business, spanning R&D, GTM, headcount, and pricing
• Partner with business leaders on capital allocation: sizing the cost of a given bet, pricing the tradeoffs between competing uses of the next dollar, and framing opportunity cost in terms leadership can act on
• Develop the unit economics and ROI measurement standards applied to new product launches, pricing changes, GTM programs, and platform investments
• Run post-investment measurement on major bets, comparing realized return to what was underwritten and feeding those learnings back into the framework
• Quantify the downstream commercial impact of product and GTM decisions on revenue, margin, and customer lifetime value
• Translate operating and capacity inputs into financial impact, and financial constraints into terms business partners can plan against
• Build shared definitions and a single source of truth across Finance, EPD, GTM, and Revenue Operations so all organizations plan off the same numbers
• Ship the models, dashboards, and automation the frameworks depend on, and own their accuracy
• Provide ad hoc analytical support to GTM Finance and Revenue Operations on pipeline, conversion, retention, expansion, and go-to-market efficiency questions

Degree language

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

Tools and skills named

Words the posting leans on

• business9×
• finance8×
• gtm6×
• investment6×
• financial5×
• frameworks5×
• partner5×
• building4×
• complex4×
• data4×
• decisions4×
• leadership4×
• pricing4×
• problem4×
• return4×
• analysis3×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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