Strategic Finance Associate

Coast; New York (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

A leading company in the fintech sector is seeking a Strategic Finance Associate to join its finance team in New York. This pivotal role focuses on financial modeling, analysis, and strategy development to drive company growth. The ideal candidate has 2–4 years of relevant experience, strong financial skills, and a collaborative mindset. The position offers competitive compensation and comprehensive benefits.

Benefits

Medical, dental, and vision insurance

Flexible paid time off

Paid parental leave

$400 accessories allowance for home office

Free lunch every Friday

Qualifications

• 2–4 years of experience in investment banking, consulting, or corporate finance.
• Proficiency in financial modeling and analysis.
• Excellent written and verbal communication skills.

Responsibilities

• Lead financial modeling and forecasting.
• Support corporate strategy with scenario analysis.
• Manage pricing proposals and customer deal economics.

Skills

Financial modeling

Strategic analysis

Pricing strategy

Data analysis

Communication

Relationship-building

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Excel

BI tools

Job description

Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country’s 500,000 commercial fleets, 10 million commercial vehicles, and 4 million commercial drivers. The incumbent technologies that cater to these customers are decades old, and drivers, fleets, and the merchants that serve them all increasingly demand modern digital experiences and affordable and transparent financial services products. Coast's mission is to deliver them at a transformational scale, and to improve working lives in one of the country’s biggest industry sectors. The company is backed by top fintech and mobility venture funds.

For this role, we are hiring in NYC and the tri-state area only. Our office is located in the heart of Manhattan’s SoHo neighborhood, benefiting from its vibrant creative energy.

We are looking for a Strategic Finance Associate to join our Finance team and be a key player in shaping the financial direction of Coast. This is a high-impact, high-visibility role reporting directly to the Head of Finance. You will play a central role in financial modeling, forecasting, strategic analysis, pricing and also deal execution along with the company's go-to-market (GTM) functions. This person will touch all aspects of the Finance function and will work hand in hand with the Head of Finance and VP of Financial Operations to manage the finance function

Responsibilities:

Strategic Advisory and FP&A

• Lead the creation and maintenance of detailed financial models (e.g., consolidated forecasts, P&L, cash flow, LTV:CAC, sales pipeline, etc.)
• Support long-range planning and scenario analysis to inform corporate strategy
• Act as a trusted thought partner to the CEO and the management team by providing financial insight into key business decisions
• Develop and track key performance indicators (KPIs), build dashboards, and deliver insights to optimize performance
• Prepare monthly and quarterly reporting packages highlighting key financial results, business metrics, and performance against forecasts

Capital Markets

• Manage Coast’s warehouse operations along with VP of Financial Operations
• Support Coast’s capital markets strategy, including debt and equity structuring and modeling
• Assist with investor due diligence processes, data room management, and financial storytelling
• Monitor market trends and benchmark Coast’s performance against peers and industry standards
• Collaborate with external stakeholders such as banks, investors, and financial advisors

Pricing and Deal desk

• Partner with Sales and DealOps to evaluate custom pricing proposals and ensure alignment with financial targets
• Analyze customer deal economics, including margin, CAC payback, and lifetime value, to inform pricing strategy
• Develop scalable pricing frameworks to support enterprise and mid-market growth

Operational Improvements

• Identify areas for financial and operational efficiency improvements across the organization
• Collaborate with business units to implement productivity-boosting initiatives
• Serve as a liaison between Finance and functional teams to drive alignment and execution on strategic projects
  
  

Qualifications:

• 2–4 years of experience in investment banking, consulting, corporate finance, or strategic finance roles
• Proficiency in financial modeling and analysis
• High proficiency in Excel; experience with BI tools is a plus
• A ‘take ownership’ mentality in their work. Able to effectively manage workload and prioritize and streamline tasks to ensure quality and accuracy
• Ability to synthesize large quantities of complex data into actionable information in written materials, presentations, financial models, and data analysis
• Excellent oral and written communication skills
• Excellent relationship-building skills
• Demonstrated ability to collaborate with both finance and non-financial people

Bonus Qualifications:

• Investment banking experience
• Experience in B2B SaaS or Fintech startups

If you're practical and business-minded, smart and creative, and excited about the rewards and volatility of an early-stage venture-backed startup, we'd love to hear from you.

Compensation

Our salary ranges are based on paying competitively for our size and industry, and are one part of our total compensation package that also includes benefits, signing bonus, and equity. Pay decisions are based on a number of factors, including scope and qualifications for the role, experience level, skillset, and balancing internal equity relative to other Coast employees. We expect the majority of the candidates who are offered roles at Coast to fall healthily within the range based on these factors.

• Salary range: $110,000 - $140,000 annually
• Signing bonus
• Equity grant: commensurate with level determined at the discretion of the company, with meaningful potential upside given the company’s early stage
• Benefits overview:
• Medical, dental, and vision insurance
• Flexible paid time off (vacation, personal well-being, paid holidays)
• Paid parental leave
• Tools to help manage your financial wellness, including webinars, access to an equity tax advisory service, and company-sponsored 401K
• $400 accessories allowance for home office setup to be spent on a keyboard, mouse, headphones, etc.
• Free lunch every Friday

About Coast

Coast is founded and led by Daniel Simon, who previously cofounded Bread (breadpayments.com ), a leading payments and credit technology firm backed by some of the world’s top VCs which was acquired for $500MM+ in 2020.

Coast has raised $165M in total funding — our recent $40M Series B equity round was led by ICONIQ Growth with participation from Thomvest, and Synchrony. We're also backed by top fintech and mobility venture funds – including Accel, Insight Partners, Better Tomorrow Ventures, Avid Ventures, Bessemer Venture Partners, BoxGroup, Foundation Capital, Greycroft, Colle – and premier angel investors – including Max Levchin (Affirm), Josh Abramowitz (Bread), Jason Gardner (Marqeta), William Hockey (Plaid), Ryan Petersen (Flexport), and many others.

Coast is committed to diversity, equity, and inclusion. We are building a diverse and inclusive environment, so we encourage people of all backgrounds to apply. We’re an Equal Opportunity Employer and do not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, age, religion, disability, national origin, protected veteran status, or any other status protected by applicable federal, state, or local law.

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