GTM & Strategic Finance Associate
About OfficeSpace:
OfficeSpace Software provides the leading AI operating system for the built world, that helps teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, we hire based on merit and a willingness to do what it takes to succeed long-term. You’re a great fit for the role if you’re entrepreneurial, passionate, motivated by building at light speed, and an Agentic AI early adopter. Our world-class teams operate in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact.
About the Role:
We are seeking a high-performing GTM & Strategic Finance Associate to help accelerate decision-making across our revenue and finance organizations. This role is ideal for someone who learns fast, enjoys solving problems, and can translate data into actionable insight.You will develop a deep understanding of how the business generates revenue—from top-of-funnel acquisition through sales conversion, customer retention, and bottom-line impact. You will use that end-to-end view to build models, analyze performance, and surface insights that drive growth, efficiency, and clarity.
What You’ll Do:
Business Understanding & Performance Analysis
- Build a holistic view of how revenue flows through the business: Marketing → Sales → Customer Success → Financial outcomes
- Analyze funnel, pipeline, revenue, and retention performance to understand key drivers, risks, and opportunities
- Monitor GTM KPIs and financial metrics, focusing on the levers that influence growth and profitability
Modeling, Forecasting & Reporting
- Develop and maintain revenue and operational models (pipeline, bookings, revenue, churn/retention, unit economics)
- Support ongoing forecasts and executive reporting, ensuring visibility into performance vs. expectations
- Conduct variance analysis and provide concise explanations and recommendations to leaders
- Prepare investor and board reporting, ensuring accurate representation of financial results and key business metrics
Insight Generation & Decision Support
- Translate complex data into simple, actionable insights to support strategic and operational decisions
- Evaluate pricing, packaging, GTM investments, and strategic initiatives through quantitative impact analysis
- Partner across functions to accelerate decision velocity and improve execution
AI-Enabled Efficiency & Analysis
- Leverage AI tools to accelerate analysis, improve reporting, and automate manual workflows
- Identify opportunities to use AI for forecasting, data processing, and operational optimization
- Stay proactive in experimenting with and adopting emerging AI capabilities
What You'll Bring:
- 3–5 years in investment banking, private equity, consulting, finance, revops, analytics, or a related cross-functional role (SaaS preferred)
- Strong analytical and quantitative skills; advanced in modeling and data interpretation
- Excellent communication skills—able to synthesize complexity into clarity
- Experience with CRM/reporting systems, BI tools, SQL is a plus
- Curious, resourceful, and comfortable operating in fast-moving environments
- Finance awareness is a nice to have — foundational understanding of financial statements, SaaS economics, and modeling logic
Why OfficeSpace?
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High-Performance Culture : At OfficeSpace, we believe in the power of accountability, focus, and drive. Our A-Player team members work together to deliver measurable, meaningful results. We recognize and reward those who push boundaries and achieve excellence.
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Ownership and Accountability : We trust our employees to take full ownership of their roles, providing the autonomy to innovate and the support to succeed. We seek individuals who are self-motivated and thrive in an environment where they can drive impactful outcomes.
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Technology-Forward : As a company invested in cutting-edge technology, we integrate AI and other advanced solutions across ou