Associate, Strategic Finance

Role Responsibilities

• Driving monthly and quarterly consolidated revenue and P&L analysis, including telling the financial story, providing insights for executive leadership, and preparing monthly executive staff meeting materials
• Preparing quarterly executive reporting materials, including consolidated forecasts, board presentations, earnings support, and guidance materials
• Creating models and executive outputs for annual budget and long-range planning processes, including consolidation, scenario analysis, and executive presentations
• Developing new financial models and reporting tools
• Partnering across finance and functional teams to drive alignment, process improvement, and insights
• Supporting ad hoc executive requests, M&A requests, and strategic projects
• Identifying opportunities for process improvement, automation, and use of AI-driven tools to enhance reporting and analytics

Qualifications & Skills

• Bachelor's degree required, preferably in Finance or Accounting
• Ideally 5+ years (minimum 3 years) of experience in investment banking, private equity, corporate development, transaction diligence, strategy consulting, or corporate FP&A
• MBA or CFA helpful but not required; at least one promotion in prior role preferred
• Strong analytical toolkit and problem-solving skills, with demonstrated critical thinking and analytical rigor
• Excellent written and verbal communication skills, with the ability to turn complex analysis into crisp executive summaries and narratives
• Advanced Excel and financial modeling capabilities, including leverage of AI tools
• Strong PowerPoint and executive communication skills
• Strong relationship-building skills and ability to work effectively with senior leaders, finance, technology, legal, and other functional teams
• Able to manage multiple priorities and adapt in a fast-paced environment
• High ownership, intellectual curiosity, attention to detail, discretion, and willingness to do hands-on work
• Expert financial knowledge including strong understanding of income statement, balance sheet, and cash flow statements
• Experience working with large data sets and generating insights
• High-potential mindset with the ability to grow into leadership roles within Corporate FP&A