Finance Associate

Brex Brex · Fintech · New York, NY +1 · Finance

Finance Associate role at Brex, an intelligent finance platform. The role focuses on financial planning, modeling, management reporting, and performance analysis. A key aspect is contributing to AI-first initiatives and financial systems roadmap, identifying opportunities to automate reporting and scale the team's impact using AI. Requires an AI-first mindset and experience using AI to accelerate analysis or automate tasks.

What you'd actually do

  1. Own our forecasting & planning process, managing our operational model and collaborating with stakeholders to make recommendations that drive the business forward
  2. Own our monthly management reporting and bi-weekly rolling forecast process delivered directly to our executive leadership team
  3. Build out and maintain Finance AI tooling and financial systems infrastructure, identifying opportunities to automate reporting and scale the team's impact
  4. Contribute to special projects and ad hoc analyses supporting senior leadership

Skills

Required

  • Bachelor’s Degree in Economics, Finance, Business, or related field
  • 2+ years of Strategic Finance, FP&A, or Investment Banking experience
  • An AI-first mindset: you default to asking how AI can improve every workflow, you actively experiment with new tools, and you have used AI to accelerate analysis or automate a task
  • Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data
  • Strong communication, team-working, quantitative and analytical skills
  • Intellectual curiosity, a collaborative work style, and the drive to take ownership in a fast-moving environment
  • Comfort managing multiple workstreams simultaneously and proactively driving work forward without being asked
  • A bias toward proactive insight over reactive reporting
  • Ability to operate independently, build structure in ambiguous environments, and prioritize effectively

What the JD emphasized

  • AI-first initiatives
  • financial systems roadmap
  • AI tooling and financial systems infrastructure
  • automate reporting
  • AI can improve every workflow