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Sr. Associate, Strategic Finance - GTM

San Francisco, United States

We are seeking an experienced Strategic Finance professional to support our high growth business and be a force multiplier for our distributed teams. 

As a critical member of the Strategic Finance team, you will work closely with our Executive Team and key business leaders to drive ROI-driven decision making. 

This is a high impact role that requires a general athlete who can build rapport and earn trust cross-functionally and across our distributed team. If you thrive in a fast-paced and analytically rigorous environment at a company that is deeply committed to diversity of all kinds, we would love to talk to you.

On a typical day, you will…

  • Monitor and analyze the financial trajectory of the business and drive monthly reporting and forecasting and own weekly and monthly reporting
  • Identify issues, develop hypotheses, and execute in-depth analysis to translate data into actionable insights and make recommendations to key decision makers and the executive team
  • Formulate and drive strategic and long-term comprehensive business plans in collaboration with key business stakeholders
  • Drive alignment with GTM leaders to inform strategic decisions and goal setting. 
  • Be a thought partner and finance lead to key decision makers across the company to help drive strategic initiatives and special projects
  • Prepare and maintain various complex financial models (i.e. what-if analysis) to provide support for strategic initiative decision-making
  • Prepare analyses and materials to communicate business performance and trends to the executive team, board members, and investors
  • Partner with our GTM Ops team to ensure a unified source of truth for all critical KPIs 
  • Provide real-time visibility into KPIs for our business leaders and identify opportunities to improve our GTM motion
  • Lead annual planning and quarterly forecasts for cross-functional teams and evaluate organizational tradeoffs
  • Proactively identify opportunities for process improvements and tool implementation in Finance & Operations departments
  • Prepare quarterly board presentations and investor updates

About you

  • Minimum 4-7 years of combined experience in investment banking, private equity, management consulting, strategic finance, or FP&A (preferably partnering with go-to-market organizations at a high growth SaaS company)
  • Bachelor’s degree in Finance, Economics, or other relevant disciplines
  • Strong interpersonal skills and experience building strong internal and external relationships
  • Deep understanding of the key drivers of a B2B SaaS business
  • An understanding of GAAP accounting and corporate finance principles
  • Excellent project management skills, ability to manage and extract insights from large data sets, critically analyze existing processes, and identify opportunities for process improvement
  • Preferred experience with ERP solutions and reporting and analytics tools (e.g. NetSuite, Looker, etc.)

You can look forward to the following benefits:
💰 Competitive Compensation, Stock Options, Company 401k
📚 A budget for your professional development and ongoing learning
🏝 4 weeks of paid vacation and paid sick days
💛 1 Volunteer Day per year for you to help causes close to your heart
🍀 Mental Wellness Program to support your well-being and self-care
🏋 Company contribution to gym and wellness memberships
🚗 Commuter benefits
🍹 Team events, such as happy hours, off-sites, and retreats abroad
❤️ Company contribution and access to best-in-class health benefits

The expected base pay range for this position in the San Francisco area is $131,800 - $200,000. In addition to the base pay, this role is eligible for variable compensation, competitive equity awards, and benefits.
Productboard's pay ranges are determined by role, level, and location. Within the range, the successful candidate’s starting base pay will be determined based on factors including job-related skills, experience, qualifications, relevant education or training, and market conditions. These ranges may be modified in the future.

About Productboard

Productboard is the customer-centric product management platform that helps organizations get the right products to market, faster. Over 4,000 companies, including One Medical, Salesforce, Cartier, Autodesk, and UiPath use Productboard to understand what customers need, prioritize what to build next, and rally everyone around their roadmap.
With offices in San Francisco, Brno, and Prague, Productboard is backed by leading investors like Tiger Global Management, Dragoneer Investment Group, Index Ventures, Kleiner Perkins, Sequoia Capital, Bessemer Venture Partners, and Credo Ventures.
In January 2022, we closed our $125M Series D round, which put us into the Unicorn category of companies, with a valuation of $1.7B.
  • Join at the golden startup age — established stability of a Unicorn with space for individual impact.
  • You’ll enjoy an exciting team atmosphere, building a whole new category of software.
  • You can help change the way that products are built all over the world.
  • We iterate quickly, and decisions are fast. You’ll have a voice in what we do and see the impact of your work.
  • We are backed by top Silicon Valley investors, giving us access to capital, networks, mentors, and new markets.
  • We are recognized as one of the hottest tech startups on the market today, named by Forbes magazine and Business Insider as one of the best startup employers to bet your career on.

About our culture

Imagine working in a place where everything matters — most importantly, you. At Productboard, values aren’t just something we like to talk about, they’re something we live and breathe. We believe in creating a work environment where:
  • People feel empowered, supported, and included
  • Trust and transparency are built into the way we work
  • Creativity, curiosity, and continuous improvement are encouraged and nurtured every day
Forming our company values was a group effort, with every employee allowed to contribute. From profit-sharing initiatives, like stock options, to open calendars and communication, we don’t waste time on politics or ego. We champion openness by sharing our goals, successes, and failures.
Join colleagues who are passionate about what they do. Team members who are invested in their work environment, and the future of Productboard. Help shape our company, culture, and product!
Check out our LinkedIn Life page, or listen to our People of Productboard podcast for a real feel of what life is like at Productboard.

Equal Opportunity Employer Statement
We are an equal opportunity employer and champion equity. We aim to help people from all backgrounds, cultures, and groups realize their full potential at Productboard. We do not tolerate any discrimination or harassment based on gender identity, race, color, religion, age, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or any other bias covered by appropriate law. All aspects of employment, including hiring, training, promotion, and terminations, are based on merit, competence, performance, and business needs. We are committed to an inclusive hiring process and provide all candidates with equal opportunity to demonstrate their abilities. Togetherness is one of our core values, and our Diversity Council helps to ensure that we uphold the values of authenticity, humanity, and diversity to create an environment where every person matters. We are committed to leading by example to drive societal change.