Associate Principal, SF&A - CBO
About the position The Associate Principal, Strategic Finance & Analytics, Business Finance Org role will be responsible for partnering with the business across all aspects of growth, analytics, and strategy within the Chief Business Officer Finance organization - and will work closely with members of the supply, quality, product, and finance leadership teams. This role will work directly with senior leadership to provide actionable insights and financial guidance for the business. The Associate Principal in SFA within the Business Finance org acts as a critical finance and strategy leader working cross-functionally to drive financial planning and analysis, tracking performance across CBO priorities. The role supports senior leadership with actionable insights, rigorous financial analysis, and strategic recommendations that impact growth and profitability in the host-facing supply and partnership areas aligned with the CBO’s mission. The ideal candidate will have strong financial acumen and the ability to present insights and recommendations to senior leaders in a concise form to shape key business decisions.
Responsibilities
- Collaborate with business partners to manage the annual and quarterly planning process, ensuring alignment on both financial and strategic goals and performance.
- Lead or support strategic projects to improve financial outcomes, optimize operational efficiency, and ensure long-term growth. Ensure strategic and product initiatives ladder up to the overall business P&L to ensure initiatives align with business objectives.
- Provide actionable financial insights through detailed reporting and analytics. Partner with Data Science teams to enhance data accessibility, automation, and conduct in-depth financial investigations.
- Regularly present financial reports, performance updates, and strategic recommendations to senior leadership and other key stakeholders.
- Analyze business trends and drivers of variance, synthesizing complex data into actionable insights for senior leadership.
- Partner with key stakeholders to define, lead, and improve operating processes such as business reviews, financial reporting, and strategic forecasting.
- Own tracking and approval of requests of all teams’ budgets, ensuring accuracy, compliance, and alignment with organizational priorities. Proactively monitor expenditures, review budget submissions, and coordinate with relevant stakeholders to ensure requests are properly documented and justified. Provide timely updates and reporting to leadership, helping maintain fiscal discipline and support strategic decision-making.
Requirements
- 7+ years of experience in financial planning, analysis, and business strategy.
- B.A. or B.S. in Finance, Accounting, Business, Mathematics or a related field
- Proven experience in P&L management, revenue forecasting, and financial modeling.
- Advanced proficiency in Excel and financial reporting tools.
- Proven ability to use AI to enhance processes in both quality and productivity
- Strong strategic and critical thinking skills with the ability to synthesize financial data and make recommendations that drive business outcomes.
- Excellent written and verbal communication skills with the ability to present complex financial data to non-financial stakeholders and senior leadership.
- Strong level of SQL expertise required to be self sufficient in extracting, analyzing and reporting out on summarized data structures.
- Strong leadership abilities and the capacity to influence decision-making across the organization.
- Proactive and comfortable working in a fast-paced, collaborative, and innovative environment, with the ability to lead cross-functional teams.
- A successful candidate will model our core values, demonstrating sound judgment and thoughtfulness in all decision-making.
Nice-to-haves
- A background in strategic finance, investment banking, management consulting, and business operations is preferred.
- MBA or CPA is a plus.
Benefits
- bonus
- equity
- benefits
- Employee Travel Credits