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Strategic Finance Associate
Setpoint · New York, United States
About The Role
Join our Finance team as a Strategic Finance Associate, where you'll play a critical role in driving company-wide initiatives and shaping financial strategy. This high-impact, highly visible role involves building financial models, preparing board materials, supporting cross-functional projects, and stepping in as a problem-solver for the company's most pressing priorities. You'll partner with Sales, Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution.
- Collaborate with the VP of Finance to shape financial strategy and support day-to-day operations.
- Build financial models, prepare board materials, and support cross-functional projects.
- Drive financial visibility by owning reporting, forecasting, KPI setting, and board-ready communications.
- A builder: You're excited about scaling finance at a fast-growing company
- A cross-functional collaborator: You enjoy working closely with sales, operations, product, and engineering teams
- A self-starter: You thrive with autonomy and enjoy owning complex projects end-to-end
- A structured thinker: You can bring clarity to ambiguous problems and communicate clearly with stakeholders
- A sharp analyst: You love digging into data and building financial models that drive key decisions
- Strong financial modeling skills and Excel proficiency
- 4-5 years of relevant work experience with at least 2 years in Investment banking or Management Consulting and ideally, 2 years in a high-growth startup
- Excellent presentation and communication skills
- Ability to manage multiple priorities and drive projects independently
- Experience partnering with non-finance teams and explaining financial concepts to cross-functional stakeholders
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