Associate - Corporate Finance

DevRev

DevRev’s AgentOS, purpose-built for SaaS companies, comprises three modern CRM apps for support, product, and growth teams. It connects end users, sellers, support, product people, and developers, reducing 9 business apps and converging 6 teams onto a common platform.

Unlike horizontal CRMs, DevRev takes a blank canvas approach to collaboration, AI, and analytics, enabling SaaS companies to increase product velocity and reduce customer churn. DevRev is used by thousands of companies in search of low latency analytics and customizable LLMs to thrive in this era of GenAI.

Headquartered in Palo Alto, California, DevRev has offices in seven global locations. We have raised $100 million in funding from investors like Khosla Ventures and Mayfield at a $1.1 billion valuation. We are also honored to be named on the Forbes 2024 list of America’s Best Startup Employers. Founded in October 2020 by Dheeraj Pandey, former co-founder and CEO of Nutanix, and Manoj Agarwal, former SVP of Engineering at Nutanix, DevRev continues to push the boundaries of innovation, helping thousands of companies thrive in the rapidly evolving landscape of AI-driven SaaS.

Associate- Corporate Finance

Location: Palo Alto, CA (2-3 days in office)

About the FP&A Team

The FP&A team plays a critical role in shaping DevRev’s financial strategy. Our mission is to deliver data-driven insights, robust financial models, and actionable analysis that empower senior leadership and functional teams to make informed decisions. We ensure the company’s financial health by driving budgeting, forecasting, and performance tracking, all while aligning with our long-term strategic goals.

Team members are expected to own key financial areas and champion financial excellence across the business. Our work blends financial, strategic, analytical, and technical expertise. We engage deeply with DevRev’s people, processes, data, and systems- identifying both transformational opportunities and quick wins through AI and automation. Cross-functional collaboration is core to how we operate and drive meaningful business impact.

The Role

We are looking for a motivated, analytical, and intellectually curious Associate to join our Corporate Finance team. This role sits at the intersection of finance, strategy, and operations, partnering closely with senior leadership to guide business decisions across the company.

The ideal candidate has 1- 3 years of experience in investment banking or strategy consulting and is eager to take on a high-impact, high-visibility role in a fast-paced startup. This is a unique opportunity to help shape the financial foundation of a growing, product-led tech company.

🔹 What You’ll Own

Financial Modeling & Metrics

• Lead day-to-day forecasting, budgeting, and long-term planning

• Build and maintain financial models to assess unit economics and evaluate strategic initiatives

• Analyze key performance metrics- revenue growth, CAC, churn, sales efficiency- and deliver actionable insights

Cross-functional Business Partnering

• Collaborate with GTM, product, and operations leaders to align forecasts with strategic goals

• Infuse AI-driven efficiencies into reporting and insights

• Serve as a key link between business strategy and financial execution

Data-driven Insights & Storytelling

• Use analytics and structured frameworks to shape strategic conversations and track progress

• Translate data into compelling narratives for board decks, leadership updates, and functional reviews

• Go beyond reporting—drive decisions that shape the future of the business

🔹 What You Bring

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

• 1- 3 years of experience in investment banking or strategy consulting

• Advanced financial modeling skills and proficiency in Excel and PowerPoint

• Strong business judgment, attention to detail, and a high degree of intellectual curiosity

• Ability to distill complex data into clear, concise insights and presentations

• Comfort operating in ambiguity within a high-growth, fast-changing environment

• Bonus: Experience with SQL, Looker, or SaaS metrics

Culture

The foundation of DevRev is its culture -- our commitment to those who are hungry, humble, honest, and who act with heart. Our vision is to help build the earth’s most customer-centric companies. Our mission is to leverage design, data engineering, and machine intelligence to empower engineers to embrace their customers. 

That is DevRev!