In this role, you will analyze performance across revenue and finance, create models, support forecasts, and generate insights to inform strategic decisions.
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?
- 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.
- 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.
- Technology-Forward: As a company invested in cutting-edge technology, we integrate AI and other advanced solutions across our platform to enhance productivity, customer experience, and process efficiency. Our team members are excited by the potential of AI and proactively explore ways it can drive our success.
- Growth Mindset: Continuous learning and improvement are integral to our culture. We encourage our team to embrace challenges, seek knowledge, and develop both personally and professionally.
- Innovation and Agility: We foster a dynamic, fast-paced environment where fresh ideas and bold solutions are celebrated. We embrace change and thrive on turning challenges into opportunities, with a team that is agile, proactive, and resilient.
- Collaborative, Results-Driven Environment: We value purposeful collaboration that leads to shared success and stronger results. While our team members are independent, they recognize the value of working together to drive our mission forward.
- Competitive Benefits and Rewards: OfficeSpace offers comprehensive and competitive benefits packages globally, designed to support our team’s health, well-being, and financial security. We invest in our people so they can excel.
OfficeSpace is committed to building and promoting a diverse workforce and celebrates the unique qualities that individuals of various backgrounds and experiences offer. We are committed to basing all employment-related decisions upon valid job-related factors without regard to race, color, sex (including pregnancy, sexual orientation, and gender identity), age, religion, national origin, genetic information, military status, veteran status, physical or mental disability, or any other status protected by law.
Similar Jobs
.png)
Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
Lead design and deployment of AI agents and automation across customer delivery, defining ROI and performance metrics, building RAG/LLM solutions, creating an AI playbook for CX teams, and partnering with Product and Engineering to drive adoption and quality in implementations.
Top Skills:
Agentic FrameworksAutogptLangchainLlmsPrompt EngineeringRetrieval-Augmented Generation (Rag)
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Lead the global obligations management function: design and maintain a centralized obligations register, map legal and partner mandates to controls, manage RFI knowledge base and audit register, ensure traceability and remediation, partner with regional legal/compliance/audit teams, and scale the team and GRC tooling to replace manual trackers.
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Maintain data integrity and quality through advanced testing and validation of ETL pipelines. Analyze complex data issues, build solutions, mentor junior staff, engage with clients, and support continuous improvement across data management, governance, and pipeline orchestration.
Top Skills:
Apache AirflowAWSAws GlueAzureETLInformatica Data Quality (Idq)PrefectPythonQlikSnowflakeSQL
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
