Finance Associate

Finance at Brex

The Finance team is a strategic engine at Brex. We lead planning, forecasting, capital allocation, and ROI analysis — partnering across the business to drive clarity and unlock opportunity. We partner across teams at Brex to ensure our business is building and planning with the same dream big goals throughout our entire organization. We’re not here to report on outcomes; we shape them. If you want to influence company direction and think long-term about value creation, this is where your ownership starts. 

Where you’ll work

This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week Monday, Wednesday, and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

What you’ll do

We are hiring two Finance Associates who will each initially own distinct workstreams before rotating responsibilities — building deep expertise across the full Corporate FP&A function. Your work will directly inform Brex's total company business plan and executive reporting, giving you real exposure and ownership from day one. You will also be a core contributor to our AI-first initiatives and financial systems roadmap — we are looking for someone who sees AI not as an occasional tool, but as the default lens through which they approach every workflow.

Responsibilities

Financial Planning & Modeling

• Own our forecasting & planning process, managing our operational model and collaborating with stakeholders to make recommendations that drive the business forward
• Review, evaluate, maintain, and improve financial models used for OKRs and operational & financial reporting
• Participate in budgeting, forecasting, headcount planning, and G&A finance processes

Management Reporting & Performance

• Own our monthly management reporting and bi-weekly rolling forecast process delivered directly to our executive leadership team
• Support Finance Business Partners with the creation of Budget vs. Actuals materials

Shared Across Both Workstreams

• Build out and maintain Finance AI tooling and financial systems infrastructure, identifying opportunities to automate reporting and scale the team's impact
• Contribute to special projects and ad hoc analyses supporting senior leadership

Requirements

• Bachelor’s Degree in Economics, Finance, Business, or related field
• 2+ years of Strategic Finance, FP&A, or Investment Banking experience
• An AI-first mindset: you default to asking how AI can improve every workflow, you actively experiment with new tools, and you have used AI to accelerate analysis or automate a task
• Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data 
• Strong communication, team-working, quantitative and analytical skills
• Intellectual curiosity, a collaborative work style, and the drive to take ownership in a fast-moving environment
• Comfort managing multiple workstreams simultaneously and proactively driving work forward without being asked
• A bias toward proactive insight over reactive reporting
• Ability to operate independently, build structure in ambiguous environments, and prioritize effectively

Compensation

The expected salary range for this role is $115,000-$130,000 USD.  However, the starting base pay will depend on a number of factors, including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package

Brex LLC is a wholly owned subsidiary of Capital One, N.A.