Strategic Finance Associate

About OfficeSpace: 

OfficeSpace Software provides the leading AI operating system for the built world, that helps teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, we hire based on merit and a willingness to do what it takes to succeed long-term. You’re a great fit for the role if you’re entrepreneurial, passionate, motivated by building at light speed, and an Agentic AI early adopter. Our world-class teams operate in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact.  

About the Role: 

This is a remote role. We are seeking a high-performing Strategic Finance Associate within our Finance and RevOps team. This role is a trusted advisor to functional leaders across the business, owning the end-to-end financial planning process and driving the analytical rigor that shapes leadership decisions.  It is ideal for someone who learns fast, enjoys solving problems, and can translate data into actionable insight. You will develop a deep understanding of how the business generates revenue - from top-of-funnel acquisition through sales conversion, customer retention, and bottom-line impact. You will use that end-to-end view to build models, analyze performance, and surface insights that drive growth, efficiency, and clarity.

What You’ll Do: 

Business Understanding & Performance Analysis 

• Build a holistic view of how revenue flows through the business: Marketing → Sales → Customer Success → Financial outcomes 

• Analyze funnel, pipeline, revenue, and retention performance to understand key drivers, risks, and opportunities 

• Monitor GTM KPIs and financial metrics, focusing on the levers that influence growth and profitability 

Modeling, Forecasting & Reporting 

• Develop and maintain revenue and operational models (financial statements, revenue models and unit economics) 

• Support ongoing forecasts and executive reporting, ensuring visibility into performance vs. expectations 

• Conduct variance analysis and provide concise explanations and recommendations to leaders 

• Prepare investor and board reporting, ensuring accurate representation of financial results and key business metrics 

Insight Generation & Decision Support 

• Translate complex data into simple, actionable insights to support strategic and operational decisions 

• Evaluate pricing, packaging, GTM investments, and strategic initiatives through quantitative impact analysis 

• Partner across functions to accelerate decision velocity and improve execution 

AI-Enabled Efficiency & Analysis 

• Leverage AI tools to accelerate analysis, improve reporting, and automate manual workflows 

• Identify opportunities to use AI for forecasting, data processing, and operational optimization 

• Stay proactive in experimenting with and adopting emerging AI capabilities 

What You'll Bring: 

• 3–5 years in strategic finance, investment banking, private equity, consulting, FP&A or RevOps 

• Strong analytical and quantitative skills; advanced in modeling and data interpretation 
• Strong financial modeling skills; driver-based forecasting, 3-statement modeling, and scenario/sensitivity analysis 

• Excellent communication skills—can distill complex financial analysis into crisp narratives tailored to exec audience  

• Experience with CRM/reporting systems, BI tools, SQL is a plus 

• Curious, resourceful, and comfortable operating in fast-moving environments 

• Finance awareness is a nice to have — foundational understanding of financial statements, SaaS economics, and modeling logic 

Why OfficeSpace?

• High-Performance Culture: At OfficeSpace, we believe in the power of accountability, focus, and drive. Our A-Player team members work together to deliver measurable, meaningful results. We recognize and reward those who push boundaries and achieve excellence.
• Ownership and Accountability: We trust our employees to take full ownership of their roles, providing the autonomy to innovate and the support to succeed. We seek individuals who are self-motivated and thrive in an environment where they can drive impactful outcomes.
• Technology-Forward: As a company invested in cutting-edge technology, we integrate AI and other advanced solutions across our platform to enhance productivity, customer experience, and process efficiency. Our team members are excited by the potential of AI and proactively explore ways it can drive our success.
• Growth Mindset: Continuous learning and improvement are integral to our culture. We encourage our team to embrace challenges, seek knowledge, and develop both personally and professionally.
• Innovation and Agility: We foster a dynamic, fast-paced environment where fresh ideas and bold solutions are celebrated. We embrace change and thrive on turning challenges into opportunities, with a team that is agile, proactive, and resilient.
• Collaborative, Results-Driven Environment: We value purposeful collaboration that leads to shared success and stronger results. While our team members are independent, they recognize the value of working together to drive our mission forward.
• Competitive Benefits and Rewards: OfficeSpace offers comprehensive and competitive benefits packages globally, designed to support our team’s health, well-being, and financial security. We invest in our people so they can excel.

  OfficeSpace is committed to building and promoting a diverse workforce and celebrates the unique qualities that individuals of various backgrounds and experiences offer. We are committed to basing all employment-related decisions upon valid job-related factors without regard to race, color, sex (including pregnancy, sexual orientation, and gender identity), age, religion, national origin, genetic information, military status, veteran status, physical or mental disability, or any other status protected by law.