Strategic Finance Associate — Forecasting,Analytics & Equity

Willow Wealth; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Competitive equity package

Health, dental & vision coverage

Unlimited PTO

401k match

Commuter benefit

Life insurance

Wellness stipend

Job summary

Willow Wealth, a leading fintech firm in New York, seeks a Strategic Finance Associate to help with forecasting, financial reporting and strategic projects. You will collaborate across executive leadership, investment professionals, marketing, tech, product and legal teams.

The role emphasizes core corporate finance, capital markets and strategy with opportunities for equity compensation and a discretionary bonus. Ideal for analytics-driven professionals in a fast-paced environment.

Qualifications

• 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 required (with experience in building financial models, analyzing financial data and preparing financial reports).
• Heightened attention to detail – must be meticulous and consistently accurate.
• Exceptional problem-solving, business judgment, and analytical skills.
• Team player with excellent interpersonal, verbal and written communication skills.
• High degree of intellectual curiosity with exceptional work ethic, and a can do/will do attitude.
• Self-motivated, with proven success thriving in a highly dynamic and fast paced environment.
• Experience with data analysis tools (Looker, Tableau, SQL) is a plus.

Responsibilities

• Forecasting and financial planning for the company, maintaining and improving long-term forecast model.
• Provide monthly financial reporting and insights, cost tracking, and KPI reporting to teams and Board.
• Serve as operational finance partner to business teams, defining key metrics and insights.
• Assist with the budgeting process and monthly budget-to-actual reporting.
• Support Executive Team on Board-level communications and ad hoc analyses.
• Assist corporate development and capital markets initiatives, including potential capital raising and M&A.
• Utilize data analytics to derive insights on performance and drive improvements.
• Leverage AI to develop scalable financial reporting and forecasting systems.

Skills

Financial analysis

Excel modeling

Problem solving

Communication

Attention to detail

Team collaboration

Education

Bachelor’s degree in Finance, Accounting or related field

Tools

Microsoft Excel

Looker

Tableau

SQL

Job description

Willow Wealth, a leading fintech firm in New York, seeks a Strategic Finance Associate to help with forecasting, financial reporting and strategic projects. You will collaborate across executive leadership, investment professionals, marketing, tech, product and legal teams.

The role emphasizes core corporate finance, capital markets and strategy with opportunities for equity compensation and a discretionary bonus. Ideal for analytics-driven professionals in a fast-paced environment.