Finance Associate

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, 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!

Wh at 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-work