Finance Associate

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

This role is for a Finance Associate at Brex, an intelligent finance platform. The role involves financial planning, modeling, management reporting, and performance analysis. A key aspect is contributing to AI-first initiatives and financial systems roadmap, with an expectation to use AI as the default lens for workflows and to build Finance AI tooling and infrastructure to automate reporting and scale impact. The role is based in New York or San Francisco in a hybrid environment.

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

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 mindset
  • default to asking how AI can improve every workflow
  • actively experiment with new tools
  • used AI to accelerate analysis or automate a task