Associate, Strategic Finance

Willow Wealth; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Competitive equity package

Health, dental & vision coverage

Unlimited PTO

401k match

Commuter benefit

Life insurance

Wellness stipend

Job summary

Willow Wealth, a leading fintech firm in New York, seeks a Strategic Finance Associate to help with forecasting, financial reporting and strategic projects. You will collaborate across executive leadership, investment professionals, marketing, tech, product and legal teams.

The role emphasizes core corporate finance, capital markets and strategy with opportunities for equity compensation and a discretionary bonus. Ideal for analytics-driven professionals in a fast-paced environment.

Qualifications

• 2-4 years of work experience in investment banking, consulting, private equity, or strategic finance.
• Bachelor’s degree in Finance, Accounting or related field.
• Microsoft Excel mastery required (with experience in building financial models, analyzing financial data and preparing financial reports).
• Heightened attention to detail – must be meticulous and consistently accurate.
• Exceptional problem-solving, business judgment, and analytical skills.
• Team player with excellent interpersonal, verbal and written communication skills.
• High degree of intellectual curiosity with exceptional work ethic, and a can do/will do attitude.
• Self-motivated, with proven success thriving in a highly dynamic and fast paced environment.
• Experience with data analysis tools (Looker, Tableau, SQL) is a plus.

Responsibilities

• Forecasting and financial planning for the company, maintaining and improving long-term forecast model.
• Provide monthly financial reporting and insights, cost tracking, and KPI reporting to teams and Board.
• Serve as operational finance partner to business teams, defining key metrics and insights.
• Assist with the budgeting process and monthly budget-to-actual reporting.
• Support Executive Team on Board-level communications and ad hoc analyses.
• Assist corporate development and capital markets initiatives, including potential capital raising and M&A.
• Utilize data analytics to derive insights on performance and drive improvements.
• Leverage AI to develop scalable financial reporting and forecasting systems.

Skills

Financial analysis

Excel modeling

Problem solving

Communication

Attention to detail

Team collaboration

Education

Bachelor’s degree in Finance, Accounting or related field

Tools

Microsoft Excel

Looker

Tableau

SQL

Job description

About Willow Wealth

Willow Wealth is a leading private markets investment platform. We believe that private markets investment products should be a fundamental part of your portfolio. That’s why we’re expanding access to make it easier to get started. We partner with experienced investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market.

About The Role

We are seeking a talented, analytical and highly motivated Strategic Finance Associate who is eager to be a crucial part of the finance team. This is a high-powered team with diverse perspectives composed of former investment banking and private equity professionals. The role requires a strong understanding of core corporate finance, capital markets, and corporate strategy.

You will assist with the company’s short-term and long-term financial forecasting, key metric analysis, and financial reporting. You will also help with financial modeling and key strategic financial projects in addition to preparing Executive and Board level communications.

You’ll also have the opportunity to work cross-functionally and in close collaboration with company executive leadership, seasoned investment professionals, marketing & sales, technology & product, and legal teammates.

This is an opportunity to be part of a high-octane fintech company striving to put millions of people on the path towards financial independence. Willow Wealth is creating access to alternative investment opportunities historically unavailable to most individual investors. With over $250 million in investments from the likes of Redbird, Mayfair, Stepstone, Khosla Ventures, and a16z, Willow Wealth is positioned to reimagine alternative investing.

Key Responsibilities

• Gain a deep understanding of business drivers and fundamentals to help solve complex business problems throughout the company
• Assist with forecasting and financial planning for the company, maintaining and improving long-term consolidated company forecast model
• Serve as operational finance partner to business teams around the organization, helping to define key metrics that will drive our business, measure our progress, and provide key financial insights
• Provide monthly financial reporting and insights, cost tracking, and KPI reporting to different teams across the company and the Board
• Play a key role in the annual budgeting process and monthly budget to actual reporting
• Assist the Executive Team on Board-level communications, including quarterly reporting packages and ad hoc analyses
• Support the Executive Team on corporate development and capital markets initiatives, including potential future capital raising, M&A, and warehouse financing
• Utilize data analytics to derive key insights on business performance
• Utilize AI to develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting

Qualifications

• 2-4 years of work experience in investment banking, consulting, private equity, or strategic finance
• Bachelor’s degree in Finance, Accounting or related field
• Microsoft Excel mastery required (with experience in building financial models, analyzing financial data and preparing financial reports)
• Heightened attention to detail – must be meticulous and consistently accurate
• Exceptional problem-solving, business judgment, and analytical skills
• Team player with excellent interpersonal, verbal and written communication skills
• High degree of intellectual curiosity with exceptional work ethic, and a can do/will do attitude
• Self-motivated, with proven success thriving in a highly dynamic and fast paced environment
• Experience with data analysis tools (Looker, Tableau, SQL) is a plus

What's In It For You

• Competitive compensation package, including equity
• Health, dental & vision coverage with FSA/HSA options
• Unlimited PTO
• 401k match
• Commuter benefit
• Life insurance
• Wellness stipend

This is a New York-based role. The base salary range for this position is USD 125,000 to 150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.