Senior Associate

Hoxton Circle; Stamford (CT); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical coverage

401(k) match

Job summary

Hoxton Circle in Stamford, CT seeks a Senior Associate in Strategic Finance to join a high-growth, multi-strategy investment firm. The role sits at the fund level with hands-on involvement in portfolio companies and reports to the Director of Strategic Finance.

You will own budgeting, forecasting, and variance analysis for a defined group of entities, build and maintain 3-statement models, and drive AI/automation to speed up analyses while ensuring GAAP compliance.

Qualifications

• 5–7 years of progressive PE or investment banking experience.
• Strong Excel and financial modeling ability; build a 3-statement model.
• Interest in applying AI and automation to finance workflows.
• Confident presenting to senior leadership.
• Experience with complex, multi-entity or multinational structures is a plus.

Responsibilities

• Run budgeting, forecasting, and variance analysis for defined entities.
• Build and maintain 3-statement models behind the budgeting cycle.
• Develop scenario and sensitivity models for the 3-year strategic plan.
• Create ad hoc business cases for senior leadership review.
• Manage planning and reporting through CPM platform (OneStream or similar).
• Identify AI/automation opportunities to speed up reporting.
• Support month-end close; ensure GAAP-compliant outputs.
• Own the end-to-end process from data to narrative.

Skills

Excel

Financial modeling

AI/automation mindset

Presentation to senior leadership

Multi-entity finance

Tools

OneStream

Job description

Senior Associate, Strategic Finance | Investment Firm | Stamford, CT, three days a week on site

We're recruiting for one of our most dynamic clients, a high-growth, multi-strategy investment firm that builds and scales businesses across oil and gas, industrials, technology, healthcare, AI, and data centers. They're looking for a Senior Associate to join their Strategic Finance team, sitting at the fund level with high operational involvement in the portfolio companies and reporting to the Director of Strategic Finance.

This is a great opportunity for someone coming straight out of PE or investment banking who wants to get operator experience but simultaneously stay in a high finance environment, without the hours of PE or IB.

What you'll own:

• Run the budgeting, forecasting, and variance analysis cycle for a defined group of entities, including building and maintaining the 3-statement models behind it
• Build scenario and sensitivity models for the firm's 3-year strategic plan, and develop ad hoc business cases you'll present directly to senior leadership
• Manage planning and reporting through the team's CPM platform (OneStream or similar), and push for ways AI and automation can speed up and sharpen the work
• Support month-end close, protect GL integrity, and keep every reporting and analytical output GAAP compliant
• Full ownership of the process end to end, from raw data through to a narrative senior leadership can act on

What they need from you:

• 5-7 years of progressive PE or investment banking experience, ideally including exposure to complex, multi-entity, or multinational structures
• Strong Excel and financial modeling ability, able to build a 3-statement model solo and stand behind every line of it
• A genuine interest in applying AI and automation to how a finance team operates, not just something you talk about
• Confidence presenting to senior leadership and holding your own in the room
• A plus if you've been through a system implementation or finance transformation and have the scars to prove it

Base compensation of $150,000-$180,000 + 15-20% bonus target, but they are flexible for the right candidate. Strong medical coverage, & a 401(k) match.