Strategic Finance Associate

Coda Search│Staffing; Stamford (CT); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading Fintech firm in Stamford is seeking a Strategic Finance Associate to conduct financial analysis and support planning activities. In this role, you will build complex financial models, perform valuation assessments, and collaborate with senior leaders to advance financial initiatives. The ideal candidate has 4–6 years of related experience, a degree in finance or economics, and strong analytical and communication skills. This position offers the opportunity to work on exciting projects within a reputable company.

Qualifications

• 4–6 years of experience in investment banking, FP&A, or strategic finance.
• Exposure to venture capital, fintech, or crypto is advantageous.
• Demonstrated success managing financial processes and performance metrics.

Responsibilities

• Contribute to financial analysis aligning with strategic objectives.
• Lead financial planning activities, budgeting, and forecasting.
• Build financial models and analyze profitability.

Skills

Financial modeling capabilities

Analytical skills

Communication abilities

Education

Bachelor's degree in finance, economics, or related discipline

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.