Our client is looking for a sharp, motivated Strategic Finance Senior Associate to join their Finance team. This is a high-visibility role ideal for candidates with an investment banking or private equity background who thrive in fast-paced environments and approach their work with a PE–style mindset—structured, strategic, and results-oriented.

As a key member of their FP&A function, you will partner with cross-functional teams and leadership to provide accurate, actionable financial analysis that informs strategic decisions and fuels value creation.

• Own and lead the annual budgeting, quarterly forecasting, and long-range financial planning processes.
• Build robust, presentation-ready 3-statement financial models that support scenario planning and executive decision-making.
• Translate financial results into clear, actionable insights via dashboards and management reports.
• Deliver monthly financial performance packages with variance analysis and forward-looking commentary.
• Support strategic growth initiatives and partner with teams across the business to identify opportunities and risks.
• Continuously seek ways to improve FP&A processes through automation, standardization, and scalability.
  

Requirements:

• Bachelor’s degree in Finance, Economics, Accounting, MIS, or a related field.
• 2–5 years of experience in investment banking, private equity, or FP&A roles; formal i-banking analyst training is a strong advantage.
• Advanced Excel and modeling skills—you can build intuitive, executive-ready 3-statement models that stand up to scrutiny.
• Strong communicator able to distill complex financial topics into strategic recommendations.
• A self-starter with a strong sense of ownership who thrives in ambiguous and dynamic environments.
• Experience preparing materials for executives, board meetings, or investors.
• Familiarity with Power BI or Tableau, OneStream, and Microsoft Dynamics 365 – ideal.
• Experience in high-growth, acquisitive, or fast-paced operating environments.