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Strategic Finance Manager

Brex

📍 New York, New York 🏠 On Site 🕒 Posted 1 month, 3 weeks ago

💰 Compensation

$155000 - $194000

Seniority

Mid Level

Employment Type

Full-time

Experience

3+ years

Education

Bachelor's Degree

Department

Finance

Industry

Finance

Time Zone

UTC

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Job Description

**Why join us**

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

**Finance at Brex**

The Finance team is a strategic engine at Brex. We lead planning, forecasting, investor relations, and corporate development — 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 New York 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 two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in the office - 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 building out the GTM Finance team and looking for a Finance Manager to own the financial view of Brex's existing business, the largest and most strategically important part of our revenue engine. This role is the dedicated Finance business partner for our Client Sales teams, Customer Success, Account Management, Relationship Management, and Banking teams, and owns the full financial picture of a customer's lifetime value.

This is a high-ownership, high-visibility seat at the center of Brex's revenue story. You will partner directly with post-sales leadership to set expansion targets and build the models that drive retention and growth decisions. You will support these leaders by developing and implementing data-driven and high-impact initiatives aimed at driving growth, improving efficiency, and increasing profitability, while serving as a connective tissue within the business.

You will bring both the financial and commercial point of view, and need to embrace challenges and structure complex problems. This role will involve high exposure to Executive Leadership, as you will regularly deliver analysis and recommendations directly to the Leadership team and participate in the narrative and analysis for the Board of Directors and other investors.

**Responsibilities**
- Own the existing business revenue forecast by segment and cohort; track actuals against plan, surface variance drivers early, and maintain a forward-looking view of NRR, GMV NR, and churnBuild and maintain the LTV:CAC and payback period model, connecting what we spend to acquire a customer to what that customer is worth over their lifetime, including identifying and implementing strategies to improve CAC and CAC Paybacks
- Lead financial planning for post-sales teams, including target setting, capacity modeling, book coverage analysis, and budget management
- Develop cohort-level expansion and churn analysis; understand what drives revenue performance post-activation and feed findings back into the forward plan
- Build and own renewal economics models: evaluate pricing strategies for existing cohorts and quantify the revenue impact of renewal optimization decisions
- Prepare and deliver management presentations for Leadership to analyze results and present forecastsBuild narratives that describe business strategy and performance, assess business risk and operating health, and align cross-functional teams to effective solutions

**Requirements**
- Bachelor’s degree in Economics, Finance, Business, or related field
- 3+ years of relevant financial experience working directly with GTM teams, having held positions of increasing scope and responsibility at a high-growth tech company
- Enthusiasm for leveraging AI tools to accelerate analysis, automate reporting, and scale the impact of a lean team
- Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data
- Comfortable interacting with internal and external senior-level executives
- Exceptional communication and interpersonal skills with proven success partnering and collaborating across various functions
- A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
- A penchant for multi-tasking and self-starting
- 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 $155,000-$194,000 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.

*Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.*

Responsibilities

Own the existing business revenue forecast by segment and cohort; track actuals against plan, surface variance drivers early, and maintain a forward-looking view of NRR, GMV NR, and churn. Build and maintain the LTV:CAC and payback period model, connecting what we spend to acquire a customer to what that customer is worth over their lifetime, including identifying and implementing strategies to improve CAC and CAC Paybacks. Lead financial planning for post-sales teams, including target setting, capacity modeling, book coverage analysis, and budget management. Develop cohort-level expansion and churn analysis; understand what drives revenue performance post-activation and feed findings back into the forward plan. Build and own renewal economics models: evaluate pricing strategies for existing cohorts and quantify the revenue impact of renewal optimization decisions. Prepare and deliver management presentations for Leadership to analyze results and present forecasts. Build narratives that describe business strategy and performance, assess business risk and operating health, and align cross-functional teams to effective solutions.

Qualifications

Bachelor’s degree in Economics, Finance, Business, or related field. 3+ years of relevant financial experience working directly with GTM teams, having held positions of increasing scope and responsibility at a high-growth tech company. Enthusiasm for leveraging AI tools to accelerate analysis, automate reporting, and scale the impact of a lean team. Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data. Comfortable interacting with internal and external senior-level executives. Exceptional communication and interpersonal skills with proven success partnering and collaborating across various functions. A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision. A penchant for multi-tasking and self-starting. A bias toward proactive insight over reactive reporting. Ability to operate independently, build structure in ambiguous environments, and prioritize effectively.

Requirements

🎯 Key Skills

Benefits & Perks

fully remote work option

Equity

equity and other forms of compensation may be provided as part of a total compensation package

Market Insights

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About This Role

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most.

Related Resources & FAQs

Learn more about the skills and technologies for this role

What qualifications are needed to become a Finance Manager? Finance Manager

Most Finance Manager positions require a bachelor's degree in finance, accounting, economics, or a related field. Many employers prefer candidates with a master's degree in business administration (MBA) or finance. Professional certifications such as Certified Financial Analyst (CFA) or Certified Public Accountant (CPA) are highly valued. Additionally, employers typically look for at least five years of experience in finance or a related field, with demonstrated leadership abilities and strong analytical skills.

🔗 ACCA Career Navigator - Finance Manager

What are the primary responsibilities of a Finance Manager? Finance Manager

Finance Managers oversee the financial health of an organization through various responsibilities. They prepare financial statements, business activity reports, and forecasts to guide strategic decision-making. They analyze market trends to maximize profits and recommend strategies for long-term financial goals. Finance Managers also supervise finance department staff, ensure regulatory compliance, and collaborate with other departments to align financial objectives with organizational goals.

🔗 Financial Manager Job Description Resources

What skills are most important for success as a Finance Manager? Finance Manager

Successful Finance Managers combine technical expertise with strong interpersonal abilities. Essential skills include advanced financial analysis, budgeting, forecasting, and proficiency with financial software and modeling tools. Equally important are leadership and management skills to effectively guide finance teams. Communication skills are crucial as Finance Managers must explain complex financial concepts to non-financial colleagues and executives. Problem-solving abilities, attention to detail, and the capacity to work under pressure and meet tight deadlines are also vital for success in this role.

🔗 LinkedIn Talent Solutions - Financial Manager

What interpersonal skills are most valued by employers in 2024? Interpersonal Skills

Employers are particularly valuing collaboration, active listening, emotional intelligence, and effective communication. The ability to work well in teams, resolve conflicts constructively, and build sustainable relationships with colleagues and clients is highly prized. Leadership skills, including the ability to take initiative on projects, are also increasingly important regardless of position level.

🔗 Essential Interpersonal Skills Everyone Should Develop

How can I demonstrate proactivity during a job interview? Proactivity

During interviews, demonstrate proactivity by sharing specific examples where you identified problems and implemented solutions before being asked. Discuss situations where you took initiative on projects, anticipated challenges, or created opportunities. Prepare stories that highlight how your proactive approach positively impacted previous employers through increased efficiency, innovation, or problem-solving. Also, ask forward-thinking questions about the role and organization that show you're already considering how you can contribute beyond basic expectations.

🔗 Proactive Personality Research

What are the key components of effective problem-solving skills? Problem-Solving

Effective problem-solving combines several critical abilities. These include analytical skills to break down complex issues into manageable parts, critical thinking to evaluate information objectively, creativity to generate innovative solutions, decision-making to select the best course of action, and collaboration skills to work with others toward shared goals. Together, these components enable professionals to systematically address challenges and implement effective solutions.

🔗 Problem-Solving Skills Examples for Your Resume

How can I develop my strategic thinking skills to improve my job prospects? Strategic Thinking

Develop strategic thinking by practicing big-picture analysis, connecting disparate ideas, and anticipating future trends in your industry. Seek opportunities to work on cross-functional projects that expose you to different business perspectives. Make a habit of asking 'why' and 'what if' questions, challenge assumptions, and dedicate time to reading industry publications and case studies. Volunteering for strategic planning initiatives at your current workplace can provide practical experience that strengthens this skill set.

🔗 10 Ways to Prove You're a Strategic Thinker

Resource Links