Strategic Finance Associate

About the Role

We're hiring a Strategic Finance Associate to join Intelligems' finance function — and help build it. This is the second finance hire at the company, sitting directly alongside the Head of Strategic Finance and touching everything from monthly close to board prep to the data infrastructure that powers how we understand and operate the business.

This is not a typical finance role. You won't be handed a pre-built set of spreadsheets to maintain quarter over quarter. Intelligems treats data as a competitive advantage — financial and operational metrics flow from Snowflake through into Tableau, HubSpot and other tools — and the analysis that comes out of this team lands directly with the founders and shapes real decisions. There are no layers between the work you do and the people acting on it.

You'll start by owning recurring finance operations and core analytical workflows. Over time, the expectation is that you grow into deeper work: understanding how data is modeled and structured, helping define how the company measures performance, investigating key business questions, and producing the proactive analysis that drives company strategy. The ceiling here is high, and deliberately so.

This role is designed for someone who wants to grow into a finance and business leader. The right person will develop deep context on how a SaaS company operates — across GTM, product, finance, and data — and over time become a key thought partner in how the company measures performance, allocates resources, and makes strategic decisions.

We're looking for someone who wants to understand how the numbers are built, not just what they say.

What You'll Do

Serve as the Company's Data Backbone

• Help maintain consistency across financial and operational metrics so the company is working from a trusted source of truth
• When a team is building something new — a health score, a dashboard, a new performance metric — you're in the room helping define what it should measure, where the data comes from, and whether it's being used correctly
• Develop fluency in how our financial and operational data is structured in Snowflake and dbt, and grow into having real input on how new metrics get defined and modeled as the company scales
• No prior experience with Snowflake, dbt or Tableau required — but you need to want to learn it, and to think carefully about how data should be built, not just consumed

Strategic Analysis

• Maintain and evolve existing dashboards as the business changes and new questions surface
• Partner directly with leaders across Sales, Marketing, Customer Success, and other teams to investigate performance, define metrics, and improve decision-making
• Work on analyses tied to pricing, retention, GTM performance, forecasting, customer behavior, and overall company performance
• Be the person who can take a business question and turn it into a clear, reliable, well-structured answer

Own Recurring Finance Operations

• Execute monthly close in coordination with our bookkeeping partner — categorizing transactions, reviewing financials, and ensuring everything ties and makes sense
• Prepare and distribute monthly financial packages to founders, function leaders, and banking partners
• Run monthly commissions — pulling deal data, reviewing for accuracy, coordinating payout
• Own quarterly board deck financials and support fundraising preparation as needed

Build Leverage Through AI

• Help evaluate, implement, and maintain AI tools and agents that amplify what our team can do
• Ensure the data that flows into AI systems is accurate, well-structured, and consistently defined — because the quality of the output depends entirely on the quality of the input
• Identify workflows across finance and GTM operations where automation can improve speed, accuracy, or insight
• Stay current with the tools that are changing how finance and ops teams work — and bring that knowledge back to the team

Who You Are

Must-Haves

• Strong Excel skills — comfortable building financial models from scratch, not just editing them
• Genuinely analytical — you think carefully about what data means and where it might be wrong before putting it in front of others
• Curious about how data systems work — you want to understand where numbers come from, not just what they are
• Detail-oriented and reliable — the recurring work here requires consistency and accuracy, and you take pride in both
• Low ego, high ownership — equally comfortable cleaning up a messy reconciliation as presenting analysis to the founders

Backgrounds We're Excited About

• 2–5 years in finance — investment banking, PE, FP&A, corporate finance, Big 4, consulting, or startup finance
• Familiarity with SaaS metrics (MRR, retention, churn, NDR) is a strong plus
• Prior exposure to SQL, Tableau, or modern data tools — or a demonstrated ability to pick up technical skills quickly
• Comfortable in ambiguity and figuring things out without a lot of hand-holding

Why This Role Matters

The finance function here doesn't just report on what happened; it maintains the data layer the whole company relies on and helps every team make better decisions.

The data infrastructure here is still being shaped. The reporting is still being designed. The analysis you produce will reach the founders and influence real decisions on pricing, customers, company strategy, and more. If you want to own something meaningful, learn a full data stack end-to-end, and grow alongside a company at an inflection point, this is the right seat.