Strategic Finance Associate

We're transforming the trillion-dollar world of in-person sales by capturing and analyzing a never-before-digitized dataset: face-to-face conversations. While the tech world obsesses over digital interactions, most of our economy still runs on millions of in-person sales and service conversations happening daily across the U.S. Unlike Zoom calls, these conversations weren't historically recorded – leaving petabytes of rich data untapped. Until now.

Companies in hundreds of industries rely on frontline salesforces working in-person, yet they've operated with zero visibility into these critical customer interactions. Meanwhile, sales productivity follows a stark Pareto distribution – the vast majority of commissions accumulate to a small percentage of top performers, leaving millions of salespeople struggling to achieve financial freedom.

With Siro, we're democratizing sales excellence. Our customers see their reps closing up to 40% more deals, all while gaining unprecedented insights from field conversations.

We've built an intelligence platform that captures, processes, and derives actionable insights from in-person sales and service conversations. Our customers span diverse industries – home improvement, home services (HVAC, plumbing), retail, B2B distribution, insurance, hospitality, and more.

With over $75M in backing from world-class investors, we're on a mission to make field sales the most accessible path to financial freedom.

Our product is already making waves - 4.8 stars on the App Store (700+ ratings), 5.0 stars on G2 (25 reviews), and partnerships with industry leaders like ServiceTitan (NASDAQ: TTAN).

We’re looking for a highly motivated Strategic Finance Associate to join our growing team. In this role, you will play a critical part in enhancing financial performance and supporting key initiatives across the company by taking ownership of critical financial processes and driving operational efficiency. As the Strategic Finance Associate, you will collaborate closely with our Director of Finance to shape and refine financial strategy, planning, and modeling. Additionally, you will lead and support a variety of operational and ad hoc projects, and gain broad exposure to the inner workings of a rapidly growing startup.

This role is perfect for someone with experience in Investment Banking or a similarly analytical field who is eager to drive impactful growth while gaining hands-on expertise in managing the operations of a dynamic company.

• Financial Statement Management: Oversee and manage all aspects of the company’s financial statements, ensuring accuracy and full accountability in reporting.

• Budgeting & Forecasting: Collaborate with department heads to lead the creation and execution of annual budgets and forecasts, aligning them with corporate objectives and tracking actual expenses versus projections.

• Financial Analysis & Reporting: Deliver comprehensive financial analysis and insights across business units, including detailed reports on trends, cost management, and operational efficiency.

• Strategic Planning Support: Contribute to long-term strategic planning by building financial models, conducting scenario analysis, and assessing the financial impact of new initiatives or market changes.

• Investor Relations: Manage communication with investors, providing regular financial updates, responding to inquiries, and ensuring alignment between investor expectations and company performance.

• ROI Analysis: Assess business opportunities and expansion plans, analyzing ROI, profitability, and associated risks.

• Compliance Oversight: Support company-wide compliance initiatives, ensuring financial and operational processes meet the highest standards and maintain audit readiness.

• Cross-Functional Collaboration: Partner with leaders in Finance, Operations, Sales, Marketing, Product, and Engineering to provide financial guidance and align performance with business objectives.

• Cost Optimization: Identify cost-saving opportunities and enhance efficiency through cross-functional collaboration, ensuring alignment with the company’s strategic goals.

• KPI Development & Reporting: Create and manage key performance indicators (KPIs) to track financial and operational success, and provide actionable insights to senior leadership.

• Continuous Improvement: Identify opportunities to streamline processes and improve efficiency across all company operations.

• Previous experience in Investment Banking or a similarly analytical field is strongly preferred

• Excellent Excel/Google Sheets skills are a must

• Google Looker Studio, QuickBooks, or Stripe experience is a plus

• An eagerness to embrace new challenges and tackle tasks outside your current experience without much direction

• A strong desire to learn about the operations of a successful startup

• Highly attentive to detail

• Excellent interpersonal skills, with the ability to engage and build relationships with people from various teams and backgrounds

• Ability to work independently, prioritize, and manage time effectively in a fast-paced environment

• A team player mindset, eager to contribute to a collaborative team environment

At Siro, we are committed to creating a diverse and inclusive environment where all people feel that they are equally respected and valued, whether they are applying for an open position or working at the company. We provide equal employment opportunities to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.