CrawlJobs Logo

Associate, Strategic Finance - Corporate

fin.capital Logo

Fin Capital

Location Icon

Location:
United States , New York

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

115000.00 - 125000.00 USD / Year

Job Description:

Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell’s Director of FP&A, work closely with the CFO, and partner cross-functionally with senior leaders across the organization. You will serve as a strategic, individual contributor, supporting leadership with financial analysis, modeling, and strategic decision-making. This is a high-impact role that requires independent judgment, analytical rigor, and the ability to translate complex data into actionable insights that influence decision making. You will play a meaningful role in shaping Vestwell’s financial strategy, supporting executive decision-making, and helping guide the company’s long-term trajectory.

Job Responsibility:

  • Refine and maintain the company’s operating model, manage the annual budget, and analyze financial performance against strategic goals
  • Collaborate with P&L owners and cross-functional stakeholders to understand business drivers, identify opportunities, and recommend solutions
  • Assist leadership in preparing monthly and annual investor materials, and other Board communications, ensuring clarity, accuracy, and strategic framing
  • Conduct budget vs. actual analysis, identify trends and surface opportunities for efficiency, optimization, and cost savings
  • Contribute to special projects and analyses across the business, including supporting M&A, fundraising and IPO readiness efforts
  • Analyze, summarize, and clearly communicate financial and operational metrics to support informed decision-making across the business
  • Exercise sound judgement and discretion in developing analyses, forming recommendations, and presenting findings and insights to leadership

Requirements:

  • 2-3+ years of relevant experience, with 2+ years at a top-tier investment bank strongly preferred
  • Exceptional financial modeling and analytical skills
  • Advanced Excel and PowerPoint skills are required
  • Strong attention to detail coupled with the ability to uplevel and simplify to drive clarity
  • Strong organizational skills including the ability to handle multiple projects simultaneously, and deliver exceptional work under tight timelines
  • Team player with excellent interpersonal, and written communication skills
  • Self-motivated with success in thriving in a dynamic and sometimes ambiguous environment

Nice to have:

  • Experience going through an IPO in a Strategic Finance or FP&A function is a plus
  • Financial accounting knowledge is a plus
  • Startup, FinTech, Tech, and/or Financial Services experience would be helpful
What we offer:
  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan
  • New hire equity in the Company
  • Performance base bonus

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Associate, Strategic Finance - Corporate

Senior Corporate Strategy Manager - Strategic Pricing

The Pricing team is part of the Corporate Strategy team and drives pricing strat...
Location
Location
United States , Bellevue
Salary
Salary:
117400.00 - 211800.00 USD / Year
https://www.t-mobile.com Logo
T-Mobile
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree Business (Finance, Accounting), Economics, Statistics, or other quantitative fields (e.g., Engineering, Math, Physical Sciences) or equivalent experience
  • A solid team player who’s also an independent thinker
  • Deadline-driven, organized, and able to multitask
  • A robust analytical skill set
  • Strong verbal, written and presentation skills
  • Endless curiosity and a penchant for thinking the impossible
  • Experience in management consulting, corporate strategy, finance, or insurance preferred
  • Fields of study or experience demonstrating fusion of technical depth with business-applicable breadth strongly preferred
  • Problem Solving “Consulting-style” problem solving that can break ambiguous problems into pieces using a hypothesis-driven approach
  • Analytics Perform broad array of analytic capabilities: descriptive analytics on big data sets, predictive analytics, complex modeling, etc.
Job Responsibility
Job Responsibility
  • Pricing strategy: You’ll own and maintain the strategy behind T-Mobile’s pricing and promotions, leveraging both strategic frameworks and quantitative analysis to chart future business models
  • Economic assessments: You’ll gather information and create models that illustrate the economic implications of the various options associated with a particular decision
  • Value proposition development: You’ll leverage your knowledge and expertise to provide recommendations for product and offer design as part of our support model. Over the course of a project, you’ll synthesize customer data and insights, create economic models, expose the trade-offs that come with each option, and develop and communicate recommendations
What we offer
What we offer
  • competitive base salary and compensation package
  • annual stock grant
  • employee stock purchase plan
  • 401(k)
  • access to free, year-round money coaches
  • medical, dental and vision insurance
  • flexible spending account
  • employee stock grants
  • employee stock purchase plan
  • paid time off
  • Fulltime
Read More
Arrow Right

Banking Associate

The Mumbai Industry Analytics Group works with Investment Banking teams who part...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Deeply interested in investment Banking, economics, and finance in general
  • Strong understanding of accounting and corporate finance concepts
  • Analytical approach with good attention to details
  • Demonstrate multi-tasking skills and manage multiple assignments simultaneously, including juniors’ assignments
  • Take full ownership of all assignments for both self and junior
  • Actively contribute to increasing industry knowledge and market awareness
  • Excellent interpersonal and communication skills (written and oral)
  • Self-accountability in identifying and acting on development opportunities, promotion of constructive dialogue and sharing of best practices
  • Proactively works towards innovative idea generation to improve existing approaches
  • Raising right questions and communicating team conflicts with integrity and credibility
Job Responsibility
Job Responsibility
  • Build entire range of IB assignments including a complex financial model in the aligned sector
  • Industry analysis – Researching and preparing industry and market overview
  • Company analysis – Analyzing specific company – business operations, financial information and operational KPIs
  • Valuation – Relative valuation including comparable and precedent transaction analysis to build a valuation perspective
  • Take full ownership of all assignments for both self and juniors
  • Actively contribute to increasing industry knowledge and market awareness
  • Deliver value to clients on their most important strategic decisions and transactions
What we offer
What we offer
  • Global benefits
  • Accessibility resources for persons with disabilities
  • Equal opportunity employer inclusion
  • Fulltime
Read More
Arrow Right

Corporate Strategy and Investor Relations Lead

1X is scaling rapidly across consumer, enterprise, and manufacturing. We need a ...
Location
Location
United States , Palo Alto
Salary
Salary:
210000.00 - 240000.00 USD / Year
1x.tech Logo
1X Technologies
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10–15 years across corporate strategy, BD/GTM, and/or strategic finance at a frontier-tech or advanced hardware company
  • Experience building partnerships across manufacturing, GTM, supply chain, or large ecosystem partners
  • Strong operational grounding and ability to run multi-org initiatives
  • Demonstrated ability to structure, negotiate, and close high-value strategic and commercial deals
  • Exceptional ability to synthesize technical, operational, and financial details into actionable strategy and investor-ready narratives
Job Responsibility
Job Responsibility
  • Run the cross-functional strategy engine that ensures Product, Engineering, Manufacturing, Finance, and Operations are solving the same problems with shared priorities
  • Build structured problem-solving frameworks to unblock internal bottlenecks (e.g., supply chain, scaling, unit economics, customer deployments)
  • Lead annual/quarterly strategy cycles with a focus on aligning teams around the major company “big rocks” and associated KPIs
  • Partner with the C-suite to drive strategic capital allocation and resource planning across orgs
  • Own competitive intelligence and long-term positioning across robotics, compute, and automation
  • Utilize investor network to build manufacturing partnerships, including U.S. and global suppliers, to support scaling capacity and cost-down initiatives
  • Utilize investor base to assist with GTM strategy with an emphasis on scalable distribution, channel partnerships, and enterprise/consumer commercialization
  • Structure and negotiate complex agreements—GTM, distribution, supply, JV, compute-for-equity, and strategic commercial deals
  • Maintain an investor-conscious lens on BD—prioritizing deals that create enterprise value, build moat, and align with what future investors will value
  • Build high-level relationships with partners across hyperscalers, telcos, retailers, contract manufacturers, industrials, and ecosystem players
What we offer
What we offer
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Equity
  • Fulltime
Read More
Arrow Right

Investment Banking Associate

The Investment Banking Associate is an intermediate-level position responsible f...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous Investment Banking experience
  • Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
  • Experience in evaluating corporate transactions and structures
  • Experience creating financial analyses
  • Demonstrated problem solving and organizational skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Experience assisting with client development
  • Ability to work with teams and track business development (collect research, analyze industry trends)
Job Responsibility
Job Responsibility
  • Work with senior officers in developing and maintaining client relationships, identifying new business opportunities and pitching tailored solutions
  • Lead and manage day-to-day transaction execution across M&A and strategic advisory assignments
  • Monitor industry trends, company performance, and competitive dynamics to support client dialogue and idea generation
  • Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
  • Contribute to building Citi’s franchise
  • Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • Equal opportunity employer
  • Inclusive and diverse work environment
  • Opportunity to grow your career
  • Community involvement programs
  • Fulltime
Read More
Arrow Right
New

Corporate Finance, Strategic Finance - Associate / Assistant Vice President

iCapital is looking to hire a Strategic Finance professional to join the Corpora...
Location
Location
United States , New York
Salary
Salary:
95000.00 - 140000.00 USD / Year
icapital.com Logo
iCapital Network
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
  • Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
  • Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred
  • Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
  • Advanced degree and/or credentials desired, such as MBA, CPA, CFA
  • Advanced skills in Excel and PowerPoint
  • Strong organizational planning, quantitative modeling, and problem-solving skills
  • strategic and creative thinking
  • Able to manage large sets of data and be able to implement checks and balances
  • Excellent verbal and written communication skills
Job Responsibility
Job Responsibility
  • Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses
  • Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail
  • Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads
  • Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts
  • Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance
  • Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results
  • Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department
  • Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports
  • Identify and remediate process gaps and implement effective internal controls
  • improve documentation of internal control processes
What we offer
What we offer
  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)
  • Fulltime
Read More
Arrow Right

Associate/Senior Associate

Role: Associate/Senior Associate Company: US Global Private Investment Firm - Gl...
Location
Location
Japan , Tokyo
Salary
Salary:
10000000.00 - 20000000.00 JPY / Year
https://www.randstad.com Logo
Randstad
Expiration Date
March 30, 2027
Flip Icon
Requirements
Requirements
  • Investment Banking or Management Consulting background
  • Demonstrated experience in private equity transactions
  • Strong expertise in financial modeling and due diligence processes
  • Understanding of corporate finance and valuation
  • Experience in strategic consulting and business analysis
  • Exceptional analytical and problem-solving abilities
  • Strong financial modeling and valuation skills
  • Excellent communication and presentation abilities
  • Ability to work in a fast paced environment
Job Responsibility
Job Responsibility
  • M&A, Due Diligence, Corporate Finance, Strategic Consulting
What we offer
What we offer
  • 健康保険
  • 厚生年金保険
  • 雇用保険
  • 土曜日
  • 日曜日
  • 祝日
  • 賞与
  • Fulltime
Read More
Arrow Right

Corporate Finance Associate

Our client is seeking a Corporate Finance Associate to join their growing team i...
Location
Location
United States , Minneapolis
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must have 3-6 years of experience in finance or corporate law
  • Proven ability to draft, review, and revise complex legal documents
  • Strong background in handling syndicated credit facilities and acquisition financings
  • Admission to at least one state bar is required
  • Superior drafting skills and attention to detail are essential
  • Demonstrated ability to handle significant responsibility in deal management and client interactions
  • Strong academic credentials and a proactive, team-focused attitude
Job Responsibility
Job Responsibility
  • Handle lender and borrower representations in complex financial transactions
  • Draft, review, and revise legal documents such as credit agreements, commitment letters, and security agreements
  • Manage closing deliverables, including secretary’s certificates, resolutions, legal opinions, schedules, and exhibits
  • Collaborate with private equity sponsors and portfolio companies during financing processes
  • Provide strategic guidance on broadly syndicated credit facilities and private credit arrangements
  • Ensure high-quality deal management through proactive client interactions and superior work product
  • Assist in the preparation and negotiation of acquisition financing agreements
  • Work closely with clients to address legal, financial, and operational concerns
  • Maintain a team-oriented approach while meeting deadlines in a fast-paced environment
  • Leverage your expertise to support legal teams in complex corporate finance matters
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
Read More
Arrow Right

Senior Finance & Strategy Associate

The Finance & Strategy team accelerates the growth of our business by implementi...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
deliveroo.co.uk Logo
DELIVER
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of strategic finance, corporate finance, or investment banking experience in a high-growth technology sector or well-established company
  • Proficiency in Excel, including financial modeling and analysis, is required
  • Proficiency in SQL (or strong willingness to learn)
  • Proven ability to build financial models that improve strategic decision-making
  • Strong communication skills and a collaborative mindset
Job Responsibility
Job Responsibility
  • Work on a high-impact consumer product at scale
  • Collaborate with key stakeholders to develop new processes and investment decision making frameworks
  • Drive strategic decision making in a fast paced constantly changing environment
  • Support key initiatives through custom financial models tailored to business needs
  • Support special projects to continuously improve, automate, and scale investment frameworks, reporting tools, and cost tracking
  • Track and analyze key business/financial KPIs, uncover trends and assess current/future business risks and opportunities
  • Operate in a fast-paced and dynamic environment that is constantly evolving
What we offer
What we offer
  • A competitive and comprehensive compensation and benefits package
  • Up to 5% matched pension contributions
  • Free Deliveroo Plus: free delivery and access to special offers
  • Team lunches from the best local restaurants
  • 25 days annual leave plus bank holidays, increasing with length of time spent working at Deliveroo
  • One day of paid leave per year to volunteer with a registered charity
  • Funded single cover healthcare on our core plan, with the option to add family members at own cost
  • On-site gym (HQ), discounted external gym membership
  • Access to wellbeing apps such as LesMills+, Strava, Headspace, Yogaia via GymPass
  • Discounted dental insurance and a range of other flexible benefits, such as critical illness cover, partner life cover, travel insurance, health assessments
  • Fulltime
Read More
Arrow Right