Strategic Finance Associate

Posted about 1 month agoViewed

View full description

💎 Seniority level: Senior, 5 years

📍 Location: USA, Canada

🔍 Industry: Finance

🏢 Company: Wrapbook

🗣️ Languages: English

⏳ Experience: 5 years

🪄 Skills: SQLBusiness IntelligenceData AnalysisAccountingPresentation skillsWritten communicationData visualizationStrategic thinkingFinancial analysis

Requirements:

5 years of experience in a combination of investment banking, private equity, and high-growth startups
Expert Excel and SQL skills; extensive experience building three-statement financial models and analyzing large data sets
Effective communication skills; ability to distill complex analyses into structured outputs and present to all levels of management
Experience with FP&A planning tools such as Adaptive or Anaplan is a plus
Experience working with SalesForce and SaaS-based sales analytics a plus
Highly organized, independent, and self-motivated
Ability to think creatively and critically
Working knowledge of GAAP

Responsibilities:

Support strategic decision-making through analysis, with a focus on owning the financial model that drives company-wide planning and capital allocation decisions
Build sophisticated financial models and synthesize outputs into concise presentations to drive executive and board decision making processes
Drive internal and external financial reporting to support decision making and investor relations activities
Support strategic initiatives through a combination of business partnering, analytical insight, and project management
Collaborate across all levels of the organization by developing a deep understanding of Wrapbook’s business model, including product and market strategies, competitive context, and internal processes

Apply

Related Jobs

Apply

🔥 Strategic Finance Associate

Posted about 1 month ago

📍 United States

🧭 Full-Time

💸 96000.0 - 120000.0 USD per year

🔍 Mental Health Care Technology

🏢 Company: Headway👥 201-500💰 $125,000,000 Series C over 1 year agoMental Health Care

🔧 Requirements

3-4 years of experience in financial services or analytical roles
Proficiency in Google Sheets and BI tools like Looker
Detail-oriented with a proactive approach to problem-solving
Ability to communicate complex insights effectively

💡 Responsibilities

Build and maintain financial models for marketing spend efficiency
Support budget allocation and forecasting
Analyze datasets for acquisition funnel efficiency
Conduct TAM analysis to inform strategies
Develop dashboards to track marketing-finance KPIs

Data AnalysisMarket Research

Posted about 1 month ago

Apply

🔥 Strategic Finance Associate

Posted 2 months ago

📍 Chicago

🧭 Full-Time

🔍 Healthcare

🏢 Company: Shields Health Solutions👥 501-1000 Pharmaceutical Medical Health Care

🔧 Requirements

Entrepreneurial attitude and willingness to actively contribute.
Highly motivated and results-driven professional in a team environment.
2+ years of investment banking, investing, corporate strategy, or corporate finance experience.
Outstanding leadership skills and potential; previous people management preferred.
Strong understanding of business models.
Growth-mindset with exceptional Excel and Microsoft Office skills.
Highly analytical with attention to detail and capable of solving complex problems.
Values-oriented, data-driven decision-making style.
Ability to distill complex issues into structured frameworks.
Experience presenting Company results in Management or Board settings.
Reliable self-starter who can work independently.
Effective at multi-tasking and enjoys diverse responsibilities.
Outstanding written and verbal communication skills.
Enthusiastic and service-oriented.
Cultural fit with appreciation for the Company's past.

💡 Responsibilities

Work directly with the C-Suite and other Company Leaders to execute and support key business priorities.
Own the company’s operating model including updates and evaluations.
Develop board materials to advise stakeholders on company financials and results.
Handle investor communications and reporting.
Produce financials in a scheduled manner.
Partner in evaluating contract renewals and negotiations.
Identify and monitor growth initiatives.
Develop investment theses for efficiency initiatives.
Interact with leaders to enhance proactive value-creation.
Lead value creation strategies at site and company levels.
Collaborate on new business opportunities and pricing.
Optimize operational expenses and enhance capital allocation.
Build metrics dashboards to report insights.
Support other FP&A workstreams as needed.

Data AnalysisAttention to detailReportingBudgetingData visualizationStrategic thinkingFinancial analysis

Posted 2 months ago

Apply

🔥 Sr Strategic Finance Associate

Posted 4 months ago

📍 United States

🧭 Full-Time

💸 96000.0 - 156000.0 USD per year

🔍 Technology / Professional Networking

🔧 Requirements

BA/BS degree in Engineering, Math, Statistics, Physics, Computer Science, Business, or related discipline.
4+ years of relevant experience, ideally in a strategy-centric role with a focus on quantitative analysis.
Experience in or exposure to technology companies, preferably with consumer-facing products.
High proficiency in analytical and problem-solving skills.
Proven ability to work independently and adapt to evolving priorities.
Exceptional communication skills for conveying intricate ideas.
Strong collaborative spirit, eager to work across diverse teams.

💡 Responsibilities

Identify, scope, and execute strategic initiatives to support product success and drive monetization.
Develop comprehensive insights into product performance to guide strategic direction.
Conduct in-depth analysis of various businesses to identify improvement areas.
Serve as a connector among cross-functional teams to share knowledge and align goals.
Define analyses to understand product performance and growth drivers.
Monitor business operations and step in to drive improvements as needed.
Communicate key insights to senior leaders and the cross-functional team.
Contribute to corporate initiatives on an ongoing and ad-hoc basis.
Manage operational dashboards to analyze business line performance.

Data AnalysisProduct ManagementCross-functional Team LeadershipFinancial analysis

Posted 4 months ago

Apply