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Strategic Finance Associate / Sr. Associate

San Francisco

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 2-5 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.)


What We’ll Offer:

At Productboard, we believe in providing you with a comprehensive compensation and benefits package that reflects our commitment to your well-being and professional growth. Here's what you can expect:

  • Competitive base salary reflecting your role's value.
  • Stock options for company success.
  • Robust 401k for long-term financial health.
  • Life insurance and disability coverage.
  • Best-in-class health benefits with contributions, including a convenient One Medical Membership for quality healthcare.
  • Subsidized gym and wellness memberships.
  • Commuter benefits for convenience.
  • Dedicated mental wellness programs and personal access to Soulmio for mindfulness.
  • Generous paid time off: Flexible PTO + 9 sick days.
  • 8 weeks of Paternity leave and 12 weeks of Maternity leave.
  • Annual volunteer day for your chosen causes.
  • Daily office lunches catering to your preferences.
  • Professional development budget for growth.
  • Regular team events to foster camaraderie.

About Productboard

Productboard exists to help the best product minds out there make products that matter, together. We believe we all deserve to live in a world filled with extraordinary products - products that exceed our expectations in both functionality and delight.

That is why we made our purpose-built and customer-centric product management platform that helps organizations get the right products to market, faster. More than 6,000 companies, including Microsoft, Zoom, Salesforce, and Cartier, use Productboard to understand what users need, prioritize what to build next, and rally everyone around their roadmap.

With offices in San Francisco, Prague, Vancouver, London, Dublin, and Brno, 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.

We are very well funded and financially stable Series D company, with a validated product market fit and a massive future market opportunity.

  • Join at the golden startup age — established stability with large space for innovation and 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 a leading tech startup in our category, named by Forbes magazine and Business Insider as one of the best startup employers to bet your career on, and are regularly recognized for our company culture

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 communication, we don’t waste time on politics or ego. We champion openness by sharing our goals, success, and failures.

Join colleagues who love what they do and who are invested in their work environment and the future of the company. Help shape our company, culture, and product!

Equal Opportunity Employer Statement

We are an equal opportunity employer and champion equity. It is our 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 upon 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.