Senior Associate, Corporate Finance & Strategy

Summary

Join Toast's Strategic Finance team as a Senior Associate and contribute to data-driven decision-making. Analyze key operating and financial metrics, manage forecasting processes, and participate in high-profile strategic projects. Collaborate with cross-functional teams, including Finance & Strategy, People Ops, and Talent Acquisition. This role offers a significant impact, with the flexibility of remote, on-site, or hybrid work options. The position involves monthly and annual forecasting, financial result analysis, and process improvement. You will present findings to leadership and contribute to budget preparation and reporting.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 4+ years experience in Strategic Finance or FP&A, Big 4 accounting, accounting at a public company, investment banking, or consulting
• Experience with financial modeling and analytical mindset
• Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
• Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
• Strong work ethic, reliability, and attention to detail - “get it done” attitude
• Effective communication and project management skills; highly organized, independent, and self-motivated, with ability to and present to all levels of management
• Highly adept in Excel and Google Workspace

Responsibilities

• Be the focal point across the finance and accounting teams for monthly forecasts, annual planning, long-range planning, and other critical Expense & Headcount forecasting processes and reporting
• Support and up-level our monthly consolidation processes, analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes
• Coordinate across our Strategic Finance teams to review and influence the key expense and headcount assumptions driving our budgets, forecasts, and other predictors of future results. Build tools to assess forecasts for accuracy and reasonableness
• Collaborate with our People Ops and Talent Acquisition teams on forecasting for and testing our thinking on recruiting capacity, building company-wide vacancy forecasting, and personnel spend drivers
• Assist in preparation of monthly & quarterly management reporting including but not limited to budget vs. forecast, dashboards, and Board materials
• Synthesize and present findings on budget vs. actuals and revised forecasts to finance leadership team on a monthly basis
• Implement improvements & automation to streamline current processes, including Adaptive system wins

Preferred Qualifications

• Public company experience
• SaaS or Fintech industry experience
• Working knowledge of Adaptive, SQL, Netsuite, Salesforce, Hyperion, Anaplan, or other planning tools

Benefits

• We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry
• Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs
• Pay Range$102,000 — $163,000 USD
• In addition to base salary, our total rewards components include cash compensation (overtime, bonus/commissions, if eligible), benefits, and equity (if eligible)
• We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs