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About the Role
Partner closely with GTM leaders to shape and optimize the revenue strategy, build financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities. This is a high-visibility, high-impact role that drives resource allocation and influences long-term strategy.
Responsibilities
- Design and own core financial models supporting annual plan, long-range forecast, and GTM strategy.
- Partner with GTM leaders to set targets, evaluate resourcing decisions, track performance against KPIs, and manage spend efficiency.
- Support executive decision-making by preparing board materials, investor updates, and leadership presentations.
- Drive forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics.
Requirements
- 2+ years of private equity, investment banking, consulting, or similar experience.
- Strong analytical and modeling skills with fluency in Excel/GSheets.
- Extreme attention to detail and a high regard for precision.
- Strong written and verbal communication.
- Ownership mindset with the ability to collaborate across diverse teams and stakeholders.
- Familiarity with technology / SaaS business models.
- Experience in strategic finance at a high-growth technology company is a plus.
- SQL experience is a plus.
Skills
- Excel/GSheets
- SQL
Location
- SF
Work Type
- Full-time
Experience Level
- Associate / Sr. Associate
Salary/Compensations
- $149,000-$184,000
Benefits
- Start-up equity
- Full health, vision & dental coverage
- Catered lunches & dinners for SF employees
- Commuter benefit
- Team building events & happy hours
- Flexible PTO
- Apple equipment plus home office budget
- 401k plan
About the Company
- Zip is the AI platform for enterprise procurement, built for humans and agents working together.
- The world’s most influential enterprises trust Zip, including T-Mobile, OpenAI, AMD, Mars, Dollar Tree, and more.
- Backed by Adams Street, Alkeon, BOND, CRV, DST, Tiger Global, and Y Combinator, Zip has raised $371 million, most recently at a $2.2 billion valuation.
- Recognized by Forbes Fintech 50, Fast Company's Most Innovative Companies, Inc. Best in Business, and LinkedIn Top Startups.
Equal Opportunity
- We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong.