Strategic Finance Associate

Setpoint; New York (NY); Hybrid; USD 135,000 - 145,000; Full time

Benefits offered by this job

Stock options

Medical insurance

Dental and vision coverage

401(k)

Disability insurance

Flexible vacation

Hybrid work in NYC offices

Job summary

Setpoint, a fast-growing fintech, is seeking a Strategic Finance Associate in New York to partner with the VP of Finance and drive company-wide initiatives. You'll build financial models, prepare board materials, and lead cross-functional projects across sales, operations, product, and engineering.

You'll act as a problem-solver with strong modeling skills, excel proficiency, and the ability to manage multiple priorities in a high-growth environment.

Qualifications

• 4-5 years of relevant work experience with at least 2 years in Investment banking or Management Consulting and ideally 2 years in a high-growth startup.
• Strong financial modeling skills and Excel proficiency.
• Excellent presentation and communication skills.
• Ability to manage multiple priorities and drive projects independently.
• Experience partnering with non-finance teams and explaining financial concepts to cross-functional stakeholders.

Responsibilities

• Partner cross-functionally with Sales, Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution.
• Drive financial visibility by owning reporting, forecasting, KPI setting, and board-ready communications.
• Lead strategic projects that require both financial rigor and operational follow-through — from building models to coordinating implementation across teams.
• Step into critical gaps in company operations: streamline processes, improve internal systems, and ensure execution on key initiatives.
• Act as a force multiplier for leadership by tackling high-priority projects (strategic finance, operations, or special projects) and ensuring nothing falls through the cracks.

Skills

Financial modeling

Presentation skills

Communication

Project management

Cross-functional collaboration

Tools

Excel

Job description

Behind many of life’s most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint is building the critical infrastructure that powers these transactions, helping the world’s leading banks, lenders, and capital providers move with greater speed, trust, and transparency.

We’re looking for a Strategic Finance Associate to join our Finance team and serve as a true business generalist. This is not a narrow FP&A role — you’ll partner directly with the VP of Finance and play a critical part in driving company-wide initiatives. From shaping financial strategy to supporting day-to-day operations, you’ll be trusted to take on whatever the business needs most at any given moment.

This is a high-impact, highly visible role where no two days look the same. You’ll build financial models, prepare board materials, support cross-functional projects, and step in as a problem-solver for the company’s most pressing priorities.

Who Will Love This Job

• A self-starter: You thrive with autonomy and enjoy owning complex projects end-to-end.
• A structured thinker: You can bring clarity to ambiguous problems and communicate clearly with stakeholders.
• A sharp analyst: You love digging into data and building financial models that drive key decisions.
• A cross-functional collaborator: You enjoy working closely with sales, operations, product, and engineering teams.
• A builder: You're excited about scaling finance at a fast-growing company.

What You’ll Do

• Partner cross-functionally with Sales, Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution.
• Drive financial visibility by owning reporting, forecasting, KPI setting, and board-ready communications.
• Lead strategic projects that require both financial rigor and operational follow-through — from building models to coordinating implementation across teams.
• Step into critical gaps in company operations: streamline processes, improve internal systems, and ensure execution on key initiatives.
• Act as a force multiplier for leadership by tackling high-priority projects (strategic finance, operations, or special projects) and ensuring nothing falls through the cracks.

You Should Have

• 4-5 years of relevant work experience with at least 2 years in Investment banking or Management Consulting and ideally, 2 years in a high-growth startup.
• Strong financial modeling skills and Excel proficiency.
• Excellent presentation and communication skills.
• Ability to manage multiple priorities and drive projects independently.
• Experience partnering with non-finance teams and explaining financial concepts to cross-functional stakeholders.

About Setpoint

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital.

We offer a comprehensive benefits package that includes competitive salaries, stock options, medical, dental, and vision coverage, 401(k), short term and long term disability coverage, and flexible vacation. We have offices in Austin, TX, New York City, NY, and Salt Lake City, UT with hybrid roles based in these locations and an expectation of two days a week in office (Tuesdays and Thursdays).

Compensation: $135,000 - $145,000 OTE dependent on multiple factors, which may include the successful candidate's skills, experience and other qualifications.

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.