Senior Associate, Corporate Finance & Strategy

1 Month ago • 5 Years + • Finance • ~ $163,000 PA

Job Summary

Job Description

Toast is seeking a Senior Associate, Corporate Finance & Strategy to join their Strategic Finance team. This role involves analyzing financial data, influencing strategic decisions, managing forecasting processes, and improving systems. The Associate will present key metrics to the executive team and undertake strategic projects for the CFO and SVP of Finance. Responsibilities include managing monthly forecasts, annual and long-range planning, analyzing financial results, distilling key trends, and communicating risks and opportunities. Collaboration with Finance, Strategy, People Ops, and Talent Acquisition teams is essential. The role also involves implementing process improvements and automation, particularly with the Adaptive system.
Must have:
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 5+ years experience in Strategic Finance or FP&A, Big 4, public accounting, investment banking, or consulting
  • Financial modeling and analytical mindset
  • Positive attitude, high aptitude to learn, team player
  • Intellectual curiosity, problem-solving skills
  • Strong work ethic, reliability, attention to detail
  • Effective communication and project management skills
  • Highly adept in Excel and Google Workspace
Good to have:
  • Public company experience
  • SaaS or Fintech industry experience
  • Working knowledge of Adaptive, SQL, Netsuite, Salesforce, Hyperion, Anaplan, or other planning tools

Job Details

Toast is driven by building the all-in-one restaurant platform that helps restaurants operate their business, increase sales, engage guests, and keep employees happy.

The Strategic Finance team is responsible for providing data-driven insights to inform strategic, financial, and operational decision-making across the company.  This Senior Associate will analyze, influence, and present key Operating & Financial metrics to the executive team; manage our forecasting processes and systems improvements; and have the opportunity to take on high-profile strategic projects for the CFO, SVP of Finance, and other key decision-makers. This role requires high collaboration, operating across our Finance & Strategy teams and cross-functional partners. We are a lean team, so your impact will be felt immediately. This position can either be remote, onsite in one of our offices or a hybrid of both.

About this roll* (Responsibilities)

  • Be the focal point across the finance and accounting teams for monthly forecasts, annual planning, long-range planning, and other critical Expense & Headcount forecasting processes and reporting. 
  • Support and up-level our monthly consolidation processes, analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
  • Coordinate across our Strategic Finance teams to review and influence the key expense and headcount assumptions driving our budgets, forecasts, and other predictors of future results. Build tools to assess forecasts for accuracy and reasonableness.
  • Collaborate with our People Ops and Talent Acquisition teams on forecasting for and testing our thinking on recruiting capacity, building company-wide vacancy forecasting, and personnel spend drivers.
  • Assist in preparation of monthly & quarterly management reporting including but not limited to budget vs. forecast, dashboards, and Board materials.
  • Synthesize and present findings on budget vs. actuals and revised forecasts to finance leadership team on a monthly basis
  • Implement improvements & automation to streamline current processes, including Adaptive system wins.

Do you have the right ingredients*? (Requirements)

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 5+ years experience in Strategic Finance or FP&A, Big 4 accounting, accounting at a public company, investment banking, or consulting
  • Experience with financial modeling and analytical mindset 
  • Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
  • Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
  • Strong work ethic, reliability, and attention to detail - “get it done” attitude
  • Effective communication and project management skills; highly organized, independent, and self-motivated, with ability to and present to all levels of management
  • Highly adept in Excel and Google Workspace

Special Sauce* (Nice to Haves)

  • Public company experience
  • SaaS or Fintech industry experience
  • Working knowledge of Adaptive, SQL, Netsuite, Salesforce, Hyperion, Anaplan, or other planning tools

*We love a good food/bread pun!

Our Spread* of Total Rewards
We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs. Learn more about our benefits at https://careers.toasttab.com/toast-benefits.

The base salary range for this role is listed below. The starting salary will be determined based on skills and experience. In addition to base salary, our total rewards components include cash compensation (overtime, bonus/commissions, if eligible), benefits, and equity (if eligible).

Pay Range
$102,000—$163,000 USD

 

Diversity, Equity, and Inclusion is Baked into our Recipe for Success

At Toast, our employees are our secret ingredient—when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences.

We Thrive Together

We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: https://careers.toasttab.com/locations-toast.

Apply today!

Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com.

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For roles in the United States, It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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