Source Job

US

  • Support Finance & Operations value creation initiatives across portfolio companies by partnering with CFOs and management teams to identify and execute growth and profitability improvements.
  • Drive operational improvement projects and M&A integrations, leading project management, milestone tracking, and stakeholder coordination.
  • Develop financial analyses, business cases, and playbooks to enhance performance and decision-making across the portfolio.

Financial Analysis Project Management Consulting Strategic Finance Business Operations

20 jobs similar to Senior Associate, Finance & Operations, Value Creation Team

Jobs ranked by similarity.

Global

  • Lead and optimize the finance team with analytical rigor and cross-functional collaboration.
  • Partner with Senior Leadership to develop KPIs and translate operational metrics into actionable guidance.
  • Own financial planning, forecasting, budgeting, and support M&A, fundraising, and strategic initiatives.

Peek is the operating system powering the experiences industry, helping merchants increase revenues and deliver seamless guest experiences. The company has raised over $150 million from institutional investors and is recognized as a top startup employer by Forbes and Built In.

$221,000–$252,000/yr
US

  • Lead the full finance function including FP&A, accounting, and cash flow management across a multi-workstream business.
  • Own project-based construction accounting including cost-to-complete tracking, draw schedules, and client billing.
  • Drive M&A corporate development finance including due diligence, valuation modeling, and integration planning.

Source is building the operating system for global commercial construction, reengineering financial infrastructure for a $1T+ industry. They are an AI-native managed marketplace trusted by major hospitality clients, managing hundreds of millions in annual purchasing volume.

$160,000–$180,000/yr
US

  • Lead financial strategy, planning, and operational improvements while supporting executive decision-making.
  • Partner with senior leadership to define, monitor, and improve key performance indicators across the organization.
  • Build and maintain financial forecasting tools, operating models, and reporting frameworks to improve business predictability.

The company is a fast-scaling technology company that leverages AI-powered matching to streamline hiring processes. It offers a remote-first environment with a collaborative culture focused on innovation, customer impact, and continuous improvement.

$89,000–$151,300/yr
US

  • Oversees financial reporting, month-end close, and budget/forecast variance analysis.
  • Leads long-range financial planning, fair market value analysis, and lender guidance.
  • Analyzes financial data to identify trends, opportunities, and performance improvements.

US Anesthesia Partners is the highest-quality single-specialty anesthesia practice in the United States, with over 6,000 employees distributed across 10 states. The company fosters a supportive culture where clinical and non-clinical staff collaborate to advance exceptional care.

$105,000–$120,000/yr
US

  • Own monthly financial reporting, including variance analysis and executive summaries for senior leadership.
  • Lead quarterly forecasting and annual budget development across revenue and expense categories.
  • Partner with cross-functional teams on ad hoc strategic projects and business case analyses.

SoulCycle is a purpose-driven fitness company that redefines health and happiness through indoor cycling, building community and hospitality. They foster an open, diverse, and inclusive culture, empowering employees to learn and grow together.

$175,000–$210,000/yr
North America

  • Drive the operating model, quarterly reforecast, cash flow forecast, and board reporting analysis.
  • Maintain rolling driver-based models, prepare budget-versus-actuals analysis, and support strategic analysis.
  • Partner with Finance, Accounting, RevOps, and Data team to build a single source of truth for company numbers.

Hightouch is an Agentic Marketing Platform powered by a Composable CDP, enabling marketing teams to build and ship end-to-end campaigns. Founded in 2019 and headquartered in San Francisco, the company is a Leader in the 2026 Gartner Magic Quadrant for Customer Data Platforms, trusted by enterprises like Domino's and Spotify, with a team that values ambition, efficiency, humility, and kindness.

US

  • Act as a strategic partner to senior leadership, driving operational excellence and financial accountability across a large-scale analytics organization.
  • Manage capital and operating budgets, develop financial narratives, and support executive decision-making through tracking ROI and value realization.
  • Establish operational rhythms, lead planning processes, and drive cross-functional coordination to ensure alignment with organizational goals.

Our partner is a healthcare-focused organization driving innovation in analytics and operational excellence. They operate in a fast-moving environment with a collaborative culture focused on continuous improvement and organizational growth.

Global Unlimited PTO

  • Prepare conferences end-to-end, including target lists, attendee research, outreach, schedules, briefings, and follow-up trackers.
  • Build investor and partner databases from public sources and LinkedIn, and support financial models, fund analytics, and pipeline trackers.
  • Coordinate dealflow scoring, maintain credit pipeline, and ensure tasks, deadlines, and progress are visible to the team.

Xsolla is a global commerce company that provides tools and services to help video game developers fund, distribute, market, and monetize their games. With over 1,500 game developer partners and offices worldwide, they foster a collaborative and supportive culture focused on empowering creators.

UK US

  • Build and own deal models for every land opportunity, including acquisition economics, financing, and development phasing.
  • Turn each model into a clear go/no-go business case with a stated recommendation for leadership and investors.
  • Run the financial workstream of due diligence on target land and entities, feeding findings back into the model.

Rubix designs and delivers end-to-end AI data center infrastructure, from site origination to long-term operations. It is part of the Submer Group and offers a fast-scaling, entrepreneurial environment with significant ownership.

$125,500–$185,500/yr
US Unlimited PTO

  • Build the consolidated story behind the monthly forecast and produce executive-level analyses across headcount, expenses, and revenue streams.
  • Act as subject-matter expert in Pigment, owning corporate model logic and driving automation and efficiency gains.
  • Be the trusted finance business partner of the People & Talent organization, owning headcount analysis and hiring reporting.

Life360’s mission is to keep people close to the ones they love, offering location sharing, tracking devices, and crash detection. With over 500 remote-first employees and 97.8 million monthly active users, they are a household name in family safety.

$200,000–$375,000/yr
US Canada

  • Own strategic finance cadence across the automotive portfolio, including forecasting, performance management, and KPI reporting.
  • Build operating models and partner directly with portfolio company leadership to drive decision-making and capital allocation.
  • Lead and support M&A work including acquisition modeling, diligence, synergy analysis, and integration planning.

Emergence Automotive is an AutoTech portfolio within Emergence, a holding company backed by The Pritzker Organization, that buys and builds category-defining software businesses in the automotive vertical. The portfolio represents more than $35 million of ARR across several businesses, with a small, high-ownership team that works closely with portfolio companies.

$140,000–$180,000/yr
United States

  • Own financial modeling and headcount planning across departments.
  • Partner with RevOps on GTM capacity planning and support Deal Desk on pricing.
  • Prepare month-end close reporting and build KPI dashboards for leadership.

Cresta is an AI platform that transforms customer conversations into competitive advantage. The company has raised over $270 million from top investors like a16z and Sequoia, and its leadership includes former Google AI experts.

Europe

  • Own the Core Value Narrative: Lead data strategy to prove clinical impact and build quantitative models for enterprise sales and investor relations.
  • Build our Enterprise-Grade Operational Backbone: Drive Kyan to SOC 2, ISO 27001, and HIPAA certification on a unified control framework.
  • Execute Cross-Functional Special Projects: Act as internal consultant and operator to scope, mobilize, and deliver urgent corporate priorities.

Kyan Health is a fast-growing mental health platform that helps over three million people across 60+ countries reach mental health support. They have raised €15M+ in venture capital and foster a culture of innovation, collaboration, and well-being.

$140,000–$180,000/yr
US Unlimited PTO

  • Support company-wide planning and forecasting, including annual operating plan and long-range plan.
  • Own revenue and cash flow forecasting, continuously refining models for accuracy.
  • Deliver executive reporting, investor relations support, and integrate AI into finance functions.

Gainsight builds the AI-powered customer success platform that helps companies retain and grow their customers. With over 2,000 customers, the company fosters a human-first culture focused on collaboration and innovation.

US East Unlimited PTO

  • Own all corporate FP&A outputs, including the annual operating plan and financial review products for the CFO, ELT, and investors.
  • Manage the FP&A close calendar, team performance, and model integration with the Strategic Finance team.
  • Build trusted relationships across departments and present financial insights to C-suite and board-level audiences.

DoiT is a global technology company that combines data, technology, and human expertise to help customers solve complex multicloud problems and drive efficiency. With over 4,000 customers worldwide, we are an award-winning strategic partner of AWS, Google Cloud, and Microsoft Azure, fostering a culture of entrepreneurship and continuous learning.

$242,000–$306,000/yr
Global

  • Partner with Product & Engineering and Go-to-Market functions to own the strategic financial framework and influence business-critical decisions.
  • Lead capital allocation, define operational and financial KPIs, and drive growth efficiently through forecasting and resource planning.
  • Hire and mentor a high-performing finance team while spearheading AI-enabled process improvements.

HighLevel is an AI-powered business operating system for agencies, entrepreneurs, and SMBs to build, automate, and scale. With over 2,000 team members across 10+ countries, we operate as a global, remote-first organization built for speed and ownership.

US

  • Lead and execute financial due diligence reviews for potential acquisitions of small businesses.
  • Develop financial analyses and pro forma models to support investment decision-making.
  • Collaborate with legal, tax, and operational teams to ensure a holistic due diligence approach.

Teamshares is a tech-enabled acquiror of high-quality businesses, intending to be a permanent home for businesses. Founded in 2019, the company operates subsidiaries with over $400 million in revenue across 40+ industries and 30 states, with a culture that values work-life balance and growth.

Canada

  • Lead month-end close, manage variances, and own management reporting with actionable commentary.
  • Support forecasting, budgeting, and multi-year strategic outlook by partnering with cross-functional teams.
  • Build financial models and scenario analyses to support key decision-making using advanced data processing tools.

Ocean Spray is a cranberry cooperative owned by 700 family farmers, creating innovative products in over 100 countries. The cooperative values innovation, entrepreneurial spirit, and connecting farms to families for a better life.

$160,700–$231,000/yr
US

  • Own the annual plan and forecast cadence across the P&L, balance sheet, and cash flow — with particular ownership of revenue and free cash flow forecasting — using driver-based models to continuously improve accuracy.
  • Build scenario and sensitivity modeling into a core FP&A capability that informs key leadership decisions.
  • Oversee the team’s ownership of the monthly CFO review package — budget vs actual variance analysis, forecast, and supporting analytics — partnering with Accounting on the close, while staying hands-on in building Board and investor reporting materials.

Abnormal protects the humans behind the world's most critical organizations from AI-powered cybercrime. 4,500+ enterprises trust our behavioral AI platform.

US

  • Act as finance and strategy business partner to a dedicated sales team, providing oversight and analytical support.
  • Responsible for monthly results reporting, budgeting, forecasting, and analyzing business drivers.
  • Assess financial impact of business decisions and coordinate with teams to maximize profitability.

KnowBe4 is a pioneer in digital workforce security, providing attack simulation and training to secure both AI agents and humans. Trusted by over 70,000 organizations worldwide, the company offers a modern, high-tech, and fun work environment.