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Senior Finance & Strategy Associate

United States, New York 120000.00 - 150000.00 USD / Year · Job Posted February 17, 2026
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Job Description

We're looking for a Senior Finance & Strategy Associate to drive forward-looking financial insights and strategic decision-making across the organization. You'll sit at the intersection of finance, go-to-market, operations, and product strategy—partnering with other teams to support core FP&A processes, build reporting infrastructure, and tackle high-priority analytical projects that shape our growth trajectory. This role is ideal for someone who thrives in fast-paced environments and wants to make an immediate strategic impact.

Job Responsibility

  • Lead monthly, quarterly, and annual forecasting processes, ensuring alignment with business objectives and translating actuals into forward-looking projections
  • Build and maintain financial models for strategic initiatives, program growth, scenario analysis, and long-range planning
  • Support unit economics analysis, customer cohort modeling, and revenue forecasting to optimize growth levers
  • Prepare variance analysis and business reviews that identify trends, risks, and opportunities
  • Build and maintain dashboards and models that track financial and operational performance across teams
  • Create executive-level presentations that communicate business performance, strategic recommendations, and key metrics
  • Design and implement KPIs that drive decision-making across go-to-market, product, and operations
  • Develop reporting infrastructure and automation to scale insights as the business grows
  • Support evaluation of M&A opportunities, partnerships, and new business initiatives

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related quantitative field
  • 3+ years of experience in FP&A, corporate finance, management consulting, investment banking, or related analytical roles
  • Advanced proficiency in Excel (pivot tables, complex formulas, financial modeling)
  • Strong financial modeling and forecasting capabilities with experience building models from scratch
  • Solid understanding of financial statements, SaaS metrics, and how business operations translate to financial performance
  • Exceptional analytical and problem-solving skills with ability to distill complex information into clear recommendations
  • Strong communication and presentation skills with ability to influence cross-functional stakeholders
  • Self-starter mentality with ability to manage multiple priorities and thrive in ambiguity

Nice to have

  • Experience in high-growth startups, SaaS, or technology companies
  • Proficiency in SQL or other data querying languages
  • Track record of building financial planning processes or implementing new systems

What we offer

  • Competitive base salary + Pre-IPO equity
  • Flexible Paid Time Off (PTO) policy, plus company holidays
  • Health benefits
  • 401(k) matching up to 4%
  • Monthly gym stipend
  • Lunch provided every day

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