Associate, Strategic Finance

Core Responsibilities

• Build and maintain integrated 3-statement financial models
• Develop 13-week cash flow models and rolling 12-week liquidity forecasts
• Support Annual Operating Plan (AOP) development
• Lead budgeting and forecasting processes, including scenario and sensitivity analyses
• Design and enhance driver-based operating models
• Perform detailed variance analysis and identify key performance drivers
• Construct and manage short-term cash flow forecasting frameworks
• Analyze working capital trends and cash conversion cycles
• Develop covenant and debt capacity projections
• Support cost structure optimization and margin improvement initiatives
• Assist portfolio companies with financial infrastructure build-outs
• Support 100-day planning initiatives and post-close performance tracking
• Improve reporting packages, KPI dashboards, and board-level materials
• Identify operational levers impacting EBITDA, cash flow, and valuation
• Work directly with CFOs, Controllers, FP&A leaders, and private equity sponsors
• Participate in executive working sessions and performance reviews
• Prepare client-ready analyses and presentation materials
• Manage workstreams across multiple concurrent engagements

Qualifications

• 4+ years of professional experience
• Foundation in client services, preferably within Big 4 audit or advisory
• Demonstrated FP&A experience within a private equity or portfolio company environment
• Experience building and managing cash flow forecasts, budgeting models, and operating forecasts
• Advanced Excel modeling capabilities (integrated 3-statement modeling required)
• Strong PowerPoint and executive communication skills
• Ability to synthesize complex financial information into clear, actionable insights
• Experience in leveraged or sponsor-backed environments preferred
• CPA or progress toward certification is strongly preferred; MBA or CFA candidacy is viewed favorably but not required.

Compensation and Benefits

Base salary range of $100,000–$150,000, with performance/metric-driven bonus opportunities.
Comprehensive benefits package, including medical, dental, and vision insurance.
401(k) plan with employer matching contributions.
Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
Unlimited paid time off and firm-recognized holidays.
Opportunities for career advancement within a merit-based, entrepreneurial culture.