Finance Associate – Corporate FP&A

Job Description

Finance Associate | Brex

The Tone:
This is a full-time role at Brex, located in San Francisco, CA. Brex operates as an intelligent finance platform, empowering companies in over 200 markets to manage spending more effectively. It achieves this by integrating global corporate cards, banking, intuitive spend management, bill pay, and travel software. This role is crucial within the Finance team, which acts as a strategic engine for Brex, leading essential planning, forecasting, capital allocation, and ROI analysis. As a Finance Associate, you will directly influence the company’s direction by shaping the total company business plan and executive reporting, contributing to Brex’s long-term value creation.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, San Francisco, CA
• Pay: $115000–$130000 yearly
• Team: Finance
• Mission: This person owns forecasting, planning, and management reporting processes to inform business strategy and executive leadership, with a focus on AI-first initiatives.
• Tech Stack: Excel, PowerPoint, Finance AI tooling

What You’ll Actually Do
• Financial Planning & Modeling: Own the end-to-end forecasting and planning process, actively managing the operational model, and collaborating with stakeholders to develop data-driven recommendations that advance the business forward.
• Executive Management Reporting: Lead the monthly management reporting and bi-weekly rolling forecast processes, ensuring timely and accurate delivery of key financial insights directly to executive leadership.
• Financial Model Optimization: Take responsibility for the review, evaluation, maintenance, and continuous improvement of all financial models utilized for OKRs (Objectives and Key Results) as well as operational and financial reporting.
• AI & Systems Development: Play a core role in building out and maintaining Finance AI tooling and financial systems infrastructure, consistently identifying opportunities to automate reporting and significantly scale the team’s overall impact.
• Strategic & Ad Hoc Analysis: Contribute actively to special projects and ad hoc financial analyses that directly support senior leadership, and assist Finance Business Partners with the creation of detailed Budget vs. Actuals materials.

The Must-Haves
• Background: Possess a Bachelor’s Degree in Economics, Finance, Business, or a closely related quantitative field.
• Experience: A minimum of 2 years of professional experience in Strategic Finance, Financial Planning & Analysis (FP&A), or Investment Banking, demonstrating proven expertise in building robust financial models and managing complex data sets effectively.
• Skills: Exhibit mastery of Excel and PowerPoint; strong communication, team-working, quantitative, and analytical skills; intellectual curiosity; a collaborative work style; and a distinct bias toward proactive insight rather than reactive reporting.
• Bonus: Demonstrate an AI-first mindset, consistently asking how AI can improve every workflow, actively experimenting with new tools, and having prior experience using AI to accelerate analysis or automate tasks; comfort in managing multiple workstreams simultaneously; and the ability to operate independently, build structure in ambiguous environments, and prioritize effectively.