Associate, Strategic Finance

About Willow Wealth

Willow Wealth is a leading private markets investment platform. We believe that private markets investment products should be a fundamental part of your portfolio. That’s why we’re expanding access to make it easier to get started. We partner with experienced investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market. With over $250 million in investments from the likes of Redbird, Mayfair, Stepstone, Khosla Ventures, and a16z, Willow Wealth is positioned to reimagine alternative investing.

About The Role

We are seeking a talented, analytical, and highly motivated Strategic Finance Associate to be a crucial part of the finance team. This high-powered team includes former investment banking and private equity professionals. The role requires a strong understanding of core corporate finance, capital markets, and corporate strategy. You will work cross-functionally and in close collaboration with company executive leadership, seasoned investment professionals, marketing & sales, technology & product, and legal teammates. This is an opportunity to be part of a high-octane fintech company striving to put millions of people on the path towards financial independence.

Responsibilities

• Gain a deep understanding of business drivers and fundamentals to help solve complex business problems throughout the company
• Assist with forecasting and financial planning for the company, maintaining and improving long-term consolidated company forecast model
• Serve as operational finance partner to business teams around the organization, helping to define key metrics that will drive our business, measure our progress, and provide key financial insights
• Provide monthly financial reporting and insights, cost tracking, and KPI reporting to different teams across the company and the Board
• Play a key role in the annual budgeting process and monthly budget to actual reporting
• Assist the Executive Team on Board-level communications, including quarterly reporting packages and ad hoc analyses
• Support the Executive Team on corporate development and capital markets initiatives, including potential future capital raising, M&A, and warehouse financing
• Utilize data analytics to derive key insights on business performance
• Utilize AI to develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting

Qualifications

• 2-4 years of work experience in investment banking, consulting, private equity, or strategic finance
• Bachelor’s degree in Finance, Accounting or related field
• Microsoft Excel mastery required (with experience in building financial models, analyzing financial data and preparing financial reports)
• Heightened attention to detail – must be meticulous and consistently accurate
• Exceptional problem-solving, business judgment, and analytical skills
• Team player with excellent interpersonal, verbal and written communication skills
• High degree of intellectual curiosity with exceptional work ethic, and a can-do/will-do attitude
• Self-motivated, with proven success thriving in a highly dynamic and fast-paced environment
• Experience with data analysis tools (Looker, Tableau, SQL) is a plus

Benefits

• Competitive compensation package, including equity
• Health, dental & vision coverage with FSA/HSA options
• Unlimited PTO
• 401k match
• Commuter benefit
• Life insurance
• Wellness stipend

Pay

The base salary range for this position is USD 125,000 to 150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.

This is a New York-based role.