Finance Associate at Brex | New York, USA | Rezi

Finance Associate at Brex

Finance Associate

Brex · New York, USA

2 months ago

Finance Associate

Brex · New York, USA

2 months ago
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About the Role

This role involves owning distinct workstreams within Corporate FP&A, with responsibilities rotating to build deep expertise. Work directly informs Brex's total company business plan and executive reporting, offering immediate exposure and ownership. The position is a core contributor to AI-first initiatives and the financial systems roadmap, requiring an AI-first approach to all workflows.

Responsibilities

  • Own forecasting and planning processes, managing operational models and collaborating with stakeholders to drive business recommendations.
  • Review, evaluate, maintain, and improve financial models for OKRs and operational/financial reporting.
  • Participate in budgeting, forecasting, headcount planning, and G&A finance processes.
  • Own monthly management reporting and bi-weekly rolling forecast processes for executive leadership.
  • Support Finance Business Partners in creating Budget vs. Actuals materials.
  • Build and maintain Finance AI tooling and financial systems infrastructure, automating reporting and scaling team impact.
  • Contribute to special projects and ad hoc analyses for senior leadership.

Requirements

  • Bachelor’s Degree in Economics, Finance, Business, or related field.
  • 2+ years of Strategic Finance, FP&A, or Investment Banking experience.
  • Possess an AI-first mindset, actively experimenting with new tools and leveraging AI to accelerate analysis or automate tasks.
  • Mastery of Excel and PowerPoint, with proven experience in building financial models and managing complex data.
  • Strong communication, teamwork, quantitative, and analytical skills.
  • Intellectual curiosity, collaborative work style, and drive to take ownership in a fast-moving environment.
  • Comfort managing multiple workstreams simultaneously and proactively driving work.
  • Bias toward proactive insight over reactive reporting.
  • Ability to operate independently, build structure in ambiguous environments, and prioritize effectively.

Skills

  • Excel
  • PowerPoint
  • Financial modeling
  • Complex data management
  • Communication
  • Teamwork
  • Quantitative analysis
  • Analytical skills
  • AI-first mindset

Location

  • New York office
  • Hybrid

Work Type

  • Hybrid (3 days in-office)
  • Up to four weeks per year remote work

Experience Level

  • 2+ years of Strategic Finance, FP&A, or Investment Banking experience

Education Level

  • Bachelor’s Degree in Economics, Finance, Business, or related field

Salary/Compensations

  • $115,000-$130,000 USD
  • Equity and other forms of compensation

About the Company

  • Brex is an intelligent finance platform enabling companies to spend smarter and move faster in over 200 markets.
  • It combines global corporate cards, banking, intuitive spend management, bill pay, and travel software.
  • Brex's AI-native automation and world-class service eliminate manual expense and accounting tasks.
  • Tens of thousands of companies, including DoorDash, Coinbase, and Zoom, use Brex.
  • Brex fosters an environment that encourages pushing limits, challenging the status quo, and collaboration.
  • The company is committed to building a diverse team and inclusive culture, empowering employees with tools, resources, and support for career growth.
  • The Finance team at Brex is a strategic engine, leading planning, forecasting, capital allocation, and ROI analysis.
  • The Finance team partners across the business to drive clarity, unlock opportunity, and shape outcomes, influencing company direction and long-term value creation.
  • Brex LLC is a wholly owned subsidiary of Capital One, N.A.

Equal Opportunity

  • Committed to building a diverse team and inclusive culture.