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Strategic Finance Senior Associate

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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:

130000.00 - 170000.00 USD / Year
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Job Description:

Robert Half Financial Services are hiring for a Strategic Finance Senior Associate to join a global Private Equity firm in midtown Manhattan, New York. The ideal candidate will play a pivotal role in driving financial insights, optimizing processes, and contributing to strategic initiatives across portfolio companies. This is an exciting opportunity to work collaboratively with senior executives and portfolio management teams while leveraging your expertise in finance and strategy.

Job Responsibility:

  • Collaborate with portfolio companies to gather timely financial reports and operational key performance indicators (KPIs)
  • Analyze financial and operational data to identify trends, anomalies, and opportunities for improvement, and communicate findings to investment and operating teams
  • Partner with technology affiliates to oversee integration processes within portfolio companies
  • Support strategic initiatives across portfolio companies, including mergers and acquisitions (M&A), cost-saving measures, financial modeling, and process improvements
  • Review vendor spending across portfolio companies to identify inefficiencies and ensure proper authorization of disbursements
  • Continuously assess and refine processes, implementing best practices both internally and within portfolio companies
  • Evaluate and provide feedback on portfolio company budgets and long-term financial projections
  • Educate and mentor portfolio company management teams on effective collaboration with firm leadership and preferred service providers
  • Facilitate the onboarding of technology solutions to enhance operational efficiency across portfolio companies

Requirements:

  • At least 4+ years of experience working with or consulting for middle-market private equity firms or their portfolio companies
  • Strong expertise in finance, accounting, financial reporting, and financial analysis
  • restructuring experience is a plus
  • Exceptional analytical, organizational, verbal, and written communication skills
  • Ability to build trust, credibility, and influence with senior leaders and portfolio company executives
  • Advanced proficiency in Microsoft Excel, including hands-on experience with financial modeling, and familiarity with other Microsoft Office tools
  • Experience with data analysis tools such as Power BI or Tableau is preferred
  • Proven ability to work effectively in a fast-paced, collaborative environment, managing multiple priorities and initiatives
  • Must be eligible to work in the United States

Nice to have:

  • restructuring experience
  • Experience with data analysis tools such as Power BI or Tableau
What we offer:
  • 30-40% target bonus
  • medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • 401(k) plan (for contract/temporary professionals)
  • free online training

Additional Information:

Job Posted:
May 11, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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