Associate, Strategic Finance

About the role

Own and evolve our strategic finance rhythm, including annual planning, forecasting, monthly reviews, and long-range models.
Partner with business leaders and finance stakeholders to develop budgets and track performance across revenue and operating costs.
Led and improve forecasting accuracy and transparency across teams through strong models and operational processes.
Create financial frameworks that align investment decisions with strategic priorities.
Drive development of financial frameworks that align investment decisions with strategic priorities.
Create executive-ready reports and insights that help tell the story of our business, including board and investor materials.
Build and scale dashboards, planning tools, and systems to support real-time decision making.
Identify and solve cross-functional planning challenges, helping bridge strategic goals with financial execution.
Support ad hoc analysis to evaluate new initiatives, business cases, or shifts in operating strategy.

Responsibilities

• Own and evolve our strategic finance rhythm, including annual planning, forecasting, monthly reviews, and long-range models.
• Partner with business leaders and finance stakeholders to develop budgets and track performance across revenue and operating costs.
• Lead and improve forecasting accuracy and transparency across teams through strong models and operational processes.
• Create financial frameworks that align investment decisions with strategic priorities.
• Drive development of financial frameworks that align investment decisions with strategic priorities.
• Create executive-ready reports and insights that help tell the story of our business, including board and investor materials.
• Build and scale dashboards, planning tools, and systems to support real-time decision making.
• Identify and solve cross-functional planning challenges, helping bridge strategic goals with financial execution.
• Support ad hoc analysis to evaluate new initiatives, business cases, or shifts in operating strategy.

Requirements

• 4+ years of experience in strategic planning roles, ideally in high-growth or consumer-facing industries.
• Early Experience in investment banking and/or consulting is highly desirable.
• Experience building and managing financial planning processes in dynamic, fast-paced environments.
• Strong modeling and analytical skills, with the ability to turn complex data into clear, actionable insights.
• Track record of collaborating cross-functionally and influencing stakeholders at all levels, including executives.
• Skilled communicator with the ability to simplify complex financial concepts for non-finance audiences.
• Comfortable working through ambiguity and bringing structure to evolving processes.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.

Skills

• Strategic Planning
• Financial Modeling
• Collaboration
• Communication
• Complex Problem Solving

Benefits

• Competitive Salary
• Medical (Blue Cross Blue Shield)
• Dental
• Vision
• Life Insurance
• Health Savings Account (HSA)
• 401k Plan with Safe Harbor company-matching
• Flexible vacation policy and paid company holidays
• Company-provided technology package
• Relocation assistance where applicable, including travel and company-provided housing for the first 90 days