Job Title: Strategic Finance Associate
Location: Mexico, Colombia (Remote)
Job Type: Full-Time

Our client is a PE-backed, leading AI SaaS that helps teams plan, connect, and perform in the workplace. They are seeking a Strategic Finance Associate to join their Finance and RevOps team. Serving as a trusted advisor to functional leaders across the organization, you will own the end-to-end financial planning process and drive the analytical rigor behind executive decision-making.
You will gain a comprehensive understanding of how the business generates revenue—from top-of-funnel acquisition and sales conversion to customer retention and bottom-line impact. You will build models, evaluate performance, and generate insights that influence growth, operational efficiency, and clarity.
This position is idóneo for an agile problem solver who effectively translates data into actionable insights.

Key Responsibilities

Business Understanding & Performance Analysis
- Develop a comprehensive view of revenue flow across the business:



Marketing → Sales → Customer Success → Financial outcomes
- Analyze funnel, pipeline, revenue, and retention performance to pinpoint key drivers, risks, and opportunities
- Track GTM KPIs and financial metrics, concentrating on the levers that influence growth and profitability

Modeling, Forecasting & Reporting
- Build and maintain operational models (financial statements, revenue models, and unit economics)
- Support recurring forecasts and executive reporting, maintaining clear visibility into performance relative to expectations
- Perform variance analysis and deliver concise explanations alongside actionable recommendations to leadership
- Prepare board and investor reporting, ensuring the accurate presentation of financial results and key business metrics

Insight Generation & Decision Support
- Synthesize complex data into clear, actionable insights to guide strategic and operational decisions
- Evaluate pricing, packaging, GTM investments, an

📌 Strategic Finance Associate (Ciudad de México)
🏢 bullpen talent
📍 Ciudad de México