Strategic Finance Associate

Coda Search│Staffing; Stamford (CT); On-site; USD 90,000 - 130,000; Full time

Job summary

Coda Search│Staffing is seeking a Strategic Finance Associate for a leading Fintech firm in Stamford, CT. This role focuses on financial analysis, forecasting, and strategic initiatives to drive performance and growth.

The candidate should have 4–6 years in investment banking, FP&A, or strategic finance, with strong modeling skills and the ability to present conclusions to executives. Venture capital, fintech, or crypto exposure is a plus.

Qualifications

• Bachelor’s degree in finance, economics, or a related discipline preferred.
• 4-6 years of experience in investment banking, FP&A, strategic finance, or similar functions; exposure to venture capital, fintech, or crypto is advantageous.
• Strong financial modeling capabilities and demonstrated success managing financial processes and performance metrics.
• Advanced analytical skills with the ability to creatively solve intricate financial problems.
• Excellent communication abilities, including experience presenting financial conclusions to executive leadership.

Responsibilities

• Contribute to company-wide and subsidiary-level financial analysis, partnering with multiple teams to support strong performance and alignment with strategic objectives.
• Lead core financial planning activities, including budgeting, forecasting, reporting, and evaluating variances.
• Build complex financial models, conduct valuation assessments, and analyze profitability, then deliver insights to senior decision-makers.
• Work with cross-functional groups to help launch, scale, and organize the operations of new business units.
• Provide data-driven recommendations and financial analysis to senior leaders such as the CFO and FP&A head.
• Assist with special strategic initiatives, including mergers and acquisitions, fundraising efforts, and evaluating capital deployment.
• Collaborate with teams across investments, operations, and technology to advance organizational priorities and troubleshoot complicated financial issues.

Skills

Financial modeling

Analytical thinking

Communication

Cross-functional collaboration

Education

Bachelor's degree in finance/economics

Job description

Our client is a leading Fintech firm based in Stamford, CT. They're looking to add a talented Strategic Finance Associate to their growing team. The firm has an excellent reputation and is held in high regard.

RESPONSIBILITIES:

• Contribute to company-wide and subsidiary-level financial analysis, partnering with multiple teams to support strong performance and alignment with strategic objectives.
• Lead core financial planning activities, including budgeting, forecasting, reporting, and evaluating variances.
• Build complex financial models, conduct valuation assessments, and analyze profitability, then deliver insights to senior decision-makers.
• Work with cross-functional groups to help launch, scale, and organize the operations of new business units.
• Provide data-driven recommendations and financial analysis to senior leaders such as the CFO and FP&A head.
• Assist with special strategic initiatives, including mergers and acquisitions, fundraising efforts, and evaluating capital deployment.
• Collaborate with teams across investments, operations, and technology to advance organizational priorities and troubleshoot complicated financial issues.

QUALIFICATIONS

• Bachelor’s degree in finance, economics, or a related discipline preferred.
• 4-6 years of experience in investment banking, FP&A, strategic finance, or similar functions; exposure to venture capital, fintech, or crypto is advantageous.
• Strong financial modeling capabilities and demonstrated success managing financial processes and performance metrics.
• Advanced analytical skills with the ability to creatively solve intricate financial problems.
• Excellent communication abilities, including experience presenting financial conclusions to executive leadership.