Strategic Finance Associate — Fintech Growth & Strategy

Yieldstreet; New York (NY); Presencial; USD 125 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive compensation with equity

Health, dental & vision coverage

Unlimited PTO

Life insurance

Wellness stipend

Resumo da oferta

Willow Wealth, a New York-based private markets fintech, seeks a Strategic Finance Associate to join its finance team. You will help with short- and long-term forecasting, build financial models, and support executive and board-level communications.

Work cross-functionally with leadership, investment professionals, marketing, product, technology and legal. Requires 2–4 years in IB/consulting/PE or strategic finance, a Finance/Accounting degree, and advanced Excel.

Qualificações

• 2–4 years of work experience in investment banking, consulting, private equity, or strategic finance.
• Bachelor’s degree in Finance, Accounting or related field.
• Microsoft Excel mastery with experience building financial models.
• Attention to detail and strong analytical skills.

Responsabilidades

• Develop forecasts and long-term consolidated company forecast model.
• Define metrics, provide insights, support budgeting and board communications.
• Collaborate with executive leadership and cross-functional teams.
• Support corporate development and capital markets initiatives.

Conhecimentos

Attention to detail

Analytical thinking

Communication skills

Team player

Formação académica

Bachelor’s degree in Finance, Accounting or related field

Ferramentas

SQL

Tableau

Looker

Excel

Descrição da oferta de emprego

Willow Wealth, a New York-based private markets fintech, seeks a Strategic Finance Associate to join its finance team. You will help with short- and long-term forecasting, build financial models, and support executive and board-level communications.

Work cross-functionally with leadership, investment professionals, marketing, product, technology and legal. Requires 2–4 years in IB/consulting/PE or strategic finance, a Finance/Accounting degree, and advanced Excel.