Strategic Finance Associate

Kimblewickgroup; New York (NY); Hybrid; USD 100,000 - 130,000; Full time

Job summary

An established industry player is seeking a Strategic Finance Associate to engage in diverse financial projects. This role offers the chance to dive deep into analytics, financial modeling, and operational improvements while collaborating with executive teams. You will transform raw financial data into actionable insights and strategic recommendations, supporting fundraising and M&A efforts. This dynamic position is perfect for independent thinkers who thrive in a fast-paced environment and are eager to contribute to a growing advisory firm. Join a team that values creativity and precision in enhancing business performance.

Benefits

Hybrid Work Environment

Significant Variable Cash Bonus Opportunities

Qualifications

• 2-4+ years in investment banking, private equity, consulting, or strategic finance.
• Proficient in Excel with strong analytical skills.
• Excellent communication skills for client interactions.

Responsibilities

• Conduct detailed financial analysis and operational data reviews.
• Build financial models and dashboards for decision-making.
• Prepare CEO-ready materials for senior management.

Skills

Financial Analysis

Financial Modeling

Excel Proficiency

Critical Thinking

Communication Skills

SQL Knowledge

Data Visualization Tools

Accounting Software Experience

Education

Bachelor's Degree

Tools

QuickBooks

NetSuite

Looker

Tableau

Job description

Join to apply for the Strategic Finance Associate role at Kimblewick

Join to apply for the Strategic Finance Associate role at Kimblewick

This range is provided by Kimblewick. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $130,000.00/yr

Who We Are: Kimblewick is a boutique Strategic Finance & Operations advisory firm focused on exceptional, private companies. We offer a suite of financial, operational, and strategic services to venture-backed, family-owned, private equity owned businesses across industries. As former operators, investors, and startup executives we are building a best-in-class advisory firm grounded in our lessons learned in the field. In our first 2 years we’ve worked with 25+ companies and have ambitious growth plans.

As a Strategic Finance Associate, you will play a hands-on role in client engagements across a wide range of strategic finance projects. The position offers the opportunity to dive deep into analytics and financial modeling, while supporting transaction advisory workstreams and operational improvements. You will work closely with executive teams, providing actionable recommendations to enhance business performance and support strategic decision making.

What You’ll Do:

• Conduct detailed financial analysis and operational data reviews to surface actionable insights
• Translate raw financial data into clear stories, insights, and strategic recommendations
• Build financial models and dashboards that drive decision-making for CEOs, CFOs, and investors
• Execute special projects including unit economics analysis, pricing strategy, and investment ROI
• Prepare CEO-ready materials that will be used with senior management and BODs to make key decisions
• Support Fundraising and M&A workstreams across financial analysis, deal materials, and investor questions
• Own execution workstreams with a bias for precision, speed, and continuous improvement
• Help shape the tools, templates, and best practices that define Kimblewick’s client experience

Who You Are:

• 2-4+ years of experience in investment banking, private equity, consulting, or strategic finance
• Independent critical thinker and entrepreneurial; you’re always looking for creative solutions
• Excellent communication skills with an appreciation for internal vs. client facing tone
• Proficient in Excel with a strong analytical background
• Experience with accounting software (e.g. QuickBooks, NetSuite) is a bonus
• Knowledge of SQL and data visualization tools (e.g. Looker, Tableau) is also advantageous
• Hold a Bachelor’s degree

Location: Based in New York City, with a hybrid work environment (open to in-person 2-4x/week)

Compensation:

• Salary Range: $100,000 - $130,000 NYC
• Significant variable cash bonus opportunities
• Final salary will be determined by the candidate’s experience, knowledge, and skills. Salary reflected does not include variable pay or other types of compensation (e.g. equity), where applicable

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services and Business Consulting and Services

Referrals increase your chances of interviewing at Kimblewick by 2x

Get notified about new Finance Associate jobs in New York, NY.

New York, NY $75,000.00-$85,000.00 3 weeks ago

New York, NY $65,000.00-$85,000.00 2 weeks ago

Investment Banking - Investment Grade Finance - Associate

Senior Associate, Accounts Receivable/Accounts Payable

New York, NY $75,000.00-$90,000.00 2 months ago

New York, NY $80,000.00-$85,000.00 2 weeks ago

Associate, Investment Banking, Leveraged Finance / Non-Investment Grade Finance

Audit (Business and Finance) | Associate | New York

Investment Banking - Financial Institutions Group - Associate

Analyst, Investment Banking, Sponsors U.S. - New York, NY

New York, NY $117,520.00-$146,900.00 1 week ago

New York, NY $85,000.00-$115,000.00 2 months ago

Investment Banking - Financial Institutions Group, Banks- Associate

New York City Metropolitan Area $130,000.00-$175,000.00 1 week ago

Associate, Asset Backed Finance - Fund Financing

New York, NY $145,000.00-$155,000.00 1 week ago

Asset & Wealth Management, Growth Equity Investing, Analyst - New York

Newark, NJ $59,300.00-$88,300.00 12 hours ago

New York City Metropolitan Area $70,000.00-$90,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.