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Finance Lead

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Robert Half

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Location:
United States , New York

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

175000.00 - 250000.00 USD / Year
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Job Description:

We are partnering with a privately funded startup operating in the private equity and portfolio company solutions space to identify a high-caliber finance professional for a newly created role. This is the first dedicated FP&A hire and a unique opportunity to join an ambitious, fast-scaling business at an early stage. This position offers exceptional visibility across the organization and with external stakeholders. The role will work closely with senior leadership and help build core financial and operational processes from the ground up, with the potential to lead a small team as the company grows.

Job Responsibility:

  • Partner with clients to review contracts and support data mapping solutions
  • Analyze client agreements, cost of sales, EBITDA, and gross margin improvement opportunities
  • Work cross-functionally with sales and marketing to evaluate business performance and profitability drivers
  • Deliver reporting and actionable insights to internal leadership and external client stakeholders, including private equity and CFO-level audiences
  • Build dashboards, KPIs, and management reporting tools
  • Support financial modeling and ad hoc strategic analysis
  • Help enhance systems, workflows, and reporting processes in a highly dynamic environment

Requirements:

  • 1+ years of investment banking experience, or experience in Transaction Advisory Services, valuations, or a similar analytical consulting environment
  • Strong academic background with top-tier education preferred
  • Excellent financial analysis and modeling skills
  • Ability to communicate effectively with sophisticated internal and external stakeholders
  • Strong systems aptitude and comfort working with data, dashboards, and evolving technology tools
  • AI-savvy, intellectually curious, and eager to help build in a startup setting
  • Interest in operating roles
  • this position is not part of an M&A or deal execution team
What we offer:
  • 30-50% discretionary bonus
  • potential equity

Additional Information:

Job Posted:
May 15, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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