Associate, Strategic Finance (Fintech)

TL;DR

Associate, Strategic Finance (Fintech): Supporting leadership with financial analysis, modeling, and strategic decision-making with an accent on revenue model ownership, forecasting, and sales-related KPIs. Focus on translating complex data into actionable insights, shaping financial strategy, and supporting executive decision-making.

Location: This role will be based in our New York City HQ and will be part of hirify.global's hybrid in-office operation.

Salary: $115K - $125K plus performance based bonus

Company

hirify.global is a financial technology company redefining how people save for critical aspects of life across retirement, education, and healthcare savings needs.

What you will do

• Own, refine, and manage hirify.global’s revenue model, a core input into the overall operating model.
• Develop and maintain a flash forecasting process to proactively identify, assess, and communicate risks & opportunities.
• Build and maintain sales-related KPIs & reporting to surface trends and provide actionable insights.
• Conduct ad-hoc analyses and provide support on a variety of strategic initiatives.
• Partner closely with Finance, Sales, Marketing, and Operations to refine assumptions and model inputs.
• Analyze, synthesize, and clearly communicate financial and operational metrics to enable informed decision-making.

Requirements

• 2-3+ years of relevant experience, with 2+ years at a top-tier investment bank strongly preferred.
• Exceptional financial modeling and analytical skills.
• Advanced Excel and PowerPoint skills are required.
• Strong attention to detail coupled with the ability to uplevel and simplify.
• Strong organizational skills including the ability to handle multiple projects simultaneously and deliver under tight timelines.
• Team player with excellent interpersonal and written communication skills, self-motivated with success in thriving in a dynamic and sometimes ambiguous environment.

Nice to have

• Experience going through an IPO in a Strategic Finance or FP&A function.
• Financial accounting knowledge.
• Startup, FinTech, Tech, and/or Financial Services experience.

Culture & Benefits

• Competitive health coverage and generous vacation offering.
• Hybrid office policy, with employees welcome at offices in Midtown Manhattan, Austin, King of Prussia, and Phoenix.
• Dedicated Employee Wellbeing Committee.
• Great 401(k) plan.
• Innovative, high-growth company with exciting milestones ahead.

Hiring process

• Initial 1-2 conversations to get to know team members.
• Skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles).
• Virtual or in-person interview panel.
• References check stage with a current or former supervisor and peer.