Strategic Finance Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Strategic Finance Associate (Fintech): Managing financial reporting, budgeting, and forecasting for the Solutions department with an accent on KPI analysis and variance reporting. Focus on building complex financial models, optimizing reporting structures, and partnering with business leads to drive strategic decision-making.
Location: Hybrid in New York, NY (Office Monday-Thursday, Remote Friday)
Salary: $100,000 – $140,000
Company
is a fintech platform providing access to alternative investments for wealth managers and their clients.
What you will do
- Support budgeting and forecasting of key financial KPIs, including revenue, expenses, and sales activity.
- Develop detailed financial and performance analytics for the Management Committee and business leads.
- Prepare monthly management and quarterly board reporting packages, including financial statement consolidation.
- Partner with FP&A and sales teams to analyze budget vs. actual variances and provide actionable insights.
- Identify and remediate process gaps and implement effective internal controls.
- Lead ad hoc projects such as software implementation and reporting automation.
Requirements
- 3-6+ years of experience in FP&A, strategic finance, or corporate finance within the financial services industry.
- Must be based in New York, NY to support the hybrid office schedule.
- Proficiency in Excel and PowerPoint; experience with planning/ERP tools (WorkDay Adaptive, Tableau, Oracle NetSuite).
- Knowledge of private market investments (private equity, hedge funds) is highly preferred.
- Advanced degree (MBA, CPA, CFA) is desired.
- Strong quantitative modeling and problem-solving skills.
Culture & Benefits
- Competitive base salary with equity for all full-time employees and an annual performance bonus.
- Comprehensive healthcare package including employer-paid dental, vision, and mental health counseling.
- Employer-matched retirement plan.
- Unlimited paid time off (PTO) and parental leave.
- Hybrid work flexibility (Remote Fridays).
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