Strategic Finance Associate

Job Overview

Atlantic Group is hiring a Strategic Finance Associate in New York, NY for our client, supporting financial analysis, portfolio analytics, strategic planning, and business intelligence initiatives within a fast-growing financial services environment.

Responsibilities

• Financial Modeling & Analysis: Build financial models, scenario analyses, and business cases to support strategic planning, forecasting, and business decision-making.
• Data Analytics: Develop and maintain SQL queries to extract, analyze, and validate data for reporting, forecasting, and performance analysis.
• Business Intelligence: Create and maintain dashboards, reports, and visualizations that provide actionable insights into business and financial performance.
• Process Improvement: Identify opportunities to automate reporting and analytical processes to improve efficiency, scalability, and data accuracy.
• Performance Analysis: Monitor key business metrics, analyze trends, and provide recommendations to support growth and operational objectives.
• Cross-Functional Collaboration: Partner with finance, operations, and business stakeholders to deliver analytical insights and support strategic initiatives.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, Data Analytics, or a related field is required.
• Experience: 3–5 years of experience in strategic finance, data analytics, business analytics, capital markets, or related functions within a fintech company, lending platform, asset manager, or financial services organization is required.
• Industry Knowledge: Experience supporting financial analysis, portfolio analytics, forecasting, business intelligence, or strategic decision-making within lending or financial services environments is required.
• Technical Skills: Advanced Microsoft Excel and strong SQL skills are required, and experience with Python, AI tools, business intelligence platforms, or data visualization software is strongly preferred.
• Skills & Attributes: Strong analytical, problem-solving, and communication skills with exceptional attention to detail and the ability to translate complex data into actionable business insights are required.