Strategic Finance Associate, Data & Reporting

Fi

$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1 to 3 years of experience in financial analysis and data roles
  • Strong SQL proficiency, experienced with modern data warehouses
  • Solid financial modeling skills and advanced Excel fluency
  • Experience with dashboard creation in Tableau, Sigma, or Power BI
  • Knowledge of ROI, LTV/CAC metrics, and GAAP principles
  • Ability to manage analysis end to end, from data extraction to presentation
  • Detail-oriented thinker, dependable source for finance data
  • Strong communicator, able to simplify complex data narratives

Responsibilities

  • Own metrics for key decisions like pricing and unit economics
  • Write SQL queries and collaborate with Data team for accuracy
  • Define quality standards for finance metrics and data
  • Utilize Generative AI tools for automation in data analysis
  • Investigate discrepancies in financial data and resolve issues
  • Work with Accounting to ensure consistent reporting standards
  • Translate GAAP rules into functional data logic for various financial scenarios

Benefits

  • Flexible PTO to recharge and take breaks
  • Comprehensive medical, dental, and vision insurance
  • Access to wellness services like One Medical and Talkspace
  • Dog-friendly office environment
  • Annual $500 donation to a dog charity of choice
  • Complimentary Fi membership for pets
  • Gifting program for family and friends
Full Job Description
Fi is looking for a Strategic Finance Associate, Data & Reporting!

Fi is looking for a Strategic Finance Associate, Data to own the numbers behind some of our biggest decisions: how we price our product, what we tell investors, where we place out next bet. This is a hands-on role: youll pull, model, and own finances core metrics end-to-end, rather just receiving numbers secondhand.

This role combines financial rigor with hands-on data ownership: the technical depth to build the pipeline yourself, and the judgment to know what the numbers actually mean. Youll work directly with Fis leadership team, with real ownership over how finance measures the business from day one.

What Youll Do:

  • Own the metrics behind Fis biggest calls, including pricing, unit economics, and ARR, and build the dashboards that go straight to leadership, the board, and investors
  • Write the SQL, build the pipelines, and partner with the Data team to keep everything accurate and well documented
  • Define what good data looks like for Finances own metrics: a seat at the table, not a downstream consumer role
  • Use Claude and other Generative AI tools to automate repetitive work, so more of your time goes to analysis and storytelling, not plumbing
  • Be the go-to person when a number looks off: dig into the data, find the root cause, and fix it at the source
  • Partner with Accounting and Fis leadership team to keep numbers consistent across board decks, investor updates, and internal reporting
  • Partner with Accounting to translate GAAP rules into data logic, and keep that logic accurate as new products, promotions, and selling structures change how revenue and costs get recognized


What Youll Bring:

  • 1 to 3 years of experience in a role blending financial analysis and data, such as strategic finance, FP&A, or data analytics, ideally with exposure to investment banking, consulting, or a similarly rigorous analytical environment
  • Strong proficiency in SQL and comfort working directly in a modern data warehouse (Databricks or similar)
  • Solid financial modeling skills, including forecasting and unit economics, with advanced Excel fluency required
  • Experience building dashboards and reports in tools like Tableau, Sigma, or Power BI
  • Working knowledge of ROI, LTV/CAC, and GAAP
  • Comfort owning an analysis end to end: pulling the raw data, building the financial model, and presenting the takeaway
  • A structured, detail-oriented thinker who can be a reliable source of truth for Finances data and metrics
  • A strong communicator who can translate complex or messy data into a clear narrative for technical and non-technical stakeholders


Why Youll Love Us:

  • Time to Recharge: Enjoy flexible PTO to take the breaks you need.
  • Top-Notch Health Coverage: Weve got your back (and teeth and eyes) with full medical, dental, and vision insurance.
  • Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best.
  • Dog-Friendly Office: Bring your pup to work - theyre part of the team, too.
  • Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program.
  • Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!
  • Love for Friends + Family: Share the Fi magic with loved ones through our gifting program.


The anticipated base salary range for this position is $100,000-$120,000. Actual compensation will vary based on multiple factors, including skills, experience, market conditions, and role scope, which may evolve during the hiring process. As a fast-growing Series B startup, Fi evaluates compensation opportunistically to align with the right candidate. This role is also eligible for equity compensation.

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