Note: The job is a remote job and is open to candidates in USA. Intelligems is seeking a Strategic Finance Associate to join their finance function and help build it from the ground up. This role involves owning recurring finance operations, conducting strategic analysis, and maintaining the data infrastructure that supports the company's decision-making processes.
Responsibilities
- 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
- 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
- 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
- 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
Skills
- 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
- 2–5 years in finance — investment banking, PE, FP&A, corporate finance, Big 4, consulting, or startup finance
- Comfortable in ambiguity and figuring things out without a lot of hand-holding
- 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
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Matching
- Paid Time Off (PTO)
- Paid Holidays
- Sick Leave
- Remote Work
- Professional Development
- Parental Leave
Company Overview