Strategic Finance Associate at Mercury

San Francisco, California, United States

Mercury Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
AI, Technology, FinanceIndustries

Requirements

  • 2–5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high-growth tech company
  • Strong analytical and modeling skills, with comfort working with incomplete or complex data
  • High ownership and execution, able to run workstreams end-to-end in a fast-paced environment
  • Clear communicator and cross-functional partner who can synthesize insights and influence decisions
  • Process-oriented and adaptable, with interest in building and improving systems and workflows

Responsibilities

  • Own product-line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers
  • Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance
  • Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans
  • Develop budgets and manage operating expenses: Create product-level budgets, monitor spend, and identify risks and opportunities
  • Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives
  • Surface insights for leadership: Translate data into recommendations that shape product and company strategy
  • Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability

Skills

Key technologies and capabilities for this role

financial modelingforecastingbudgetingP&L managementrevenue modelingunit economicsmarket analysisExcelanalytical rigor

Questions & Answers

Common questions about this position

Is this role remote or onsite?

The role is onsite and requires working in-person five days a week at the San Francisco headquarters.

What experience is required for this Strategic Finance Associate position?

Candidates need 2–5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high-growth tech company.

What key skills are needed for this role?

The role requires strong analytical and modeling skills, high ownership and execution, and clear communication as a cross-functional partner.

What is the company culture like at Mercor?

Mercor has an ambitious, fast-paced, and deeply committed team environment where you'll work in-person five days a week alongside researchers, operators, and AI companies.

What makes a strong candidate for this role?

Ideal candidates enjoy building from scratch, thrive in ambiguity, and want outsized scope early in their career, with experience owning financial workstreams end-to-end.

Mercury

Banking services for startups and founders

About Mercury

Mercury provides banking services specifically designed for startups, regardless of their size or stage of development. Their offerings include free checking and savings accounts, debit and credit cards, and options for domestic and international wire transfers, as well as treasury and venture debt services. The platform is user-friendly, allowing founders to manage their finances with ease. What sets Mercury apart from traditional banks is its focus on the startup community, offering programs that connect founders with valuable resources and advice to help them succeed. The goal of Mercury is to empower startups by providing them with the financial tools and support they need to grow and thrive.

San Francisco, CaliforniaHeadquarters
2017Year Founded
$146.8MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health, dental, & vision
Custom equipment setup
401(K) matching
12+ weeks paid parental leave
Book budget
Wellness benefits
Grocery budget
Paid lunch
Personalized callsign
Unlimited vacation policy (with mandatory minimum)

Risks

Mercury's decision to stop serving certain countries may lead to customer loss.
Integration challenges from the Teal acquisition could disrupt services.
Expansion into consumer banking might divert focus from core startup services.

Differentiation

Mercury offers both business and personal banking services, unlike many fintech competitors.
The company provides integrated financial management tools, enhancing startup operational efficiency.
Mercury's Raise program connects startups with investors, mentors, and other founders.

Upsides

Mercury secured a $100 million credit warehouse to expand its credit card business.
The acquisition of Teal enhances Mercury's financial management offerings for startups.
Mercury Personal expands market reach by attracting tech-savvy individuals.

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