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Setpoint.ioSetpoint.ioNew York, NY

Strategic Finance Associate

Strategic Finance Associate partnering with leadership and cross-functional teams (Sales, Product, Engineering) at a fintech startup. Own financial modeling, forecasting, board materials, strategic projects, and operational improvements in a high-visibility generalist role.

135k – 145k
Hybrid4+ YOEFinance & Accounting

About the role

What You’ll Do

  • Partner cross-functionally with Sales, Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution.
  • Drive financial visibility by owning reporting, forecasting, KPI setting, and board-ready communications.
  • Lead strategic projects that require both financial rigor and operational follow-through — from building models to coordinating implementation across teams.
  • Step into critical gaps in company operations: streamline processes, improve internal systems, and ensure execution on key initiatives.
  • Act as a force multiplier for leadership by tackling high-priority projects (strategic finance, operations, or special projects) and ensuring nothing falls through the cracks.

Who Will Love This Job

  • 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.
  • A cross-functional collaborator: You enjoy working closely with sales, operations, product, and engineering teams.
  • A builder: You're excited about scaling finance at a fast-growing company.

You Should Have

  • 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.
  • Strong financial modeling skills and Excel proficiency.
  • 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.

Compensation & Benefits

  • Compensation: $135,000 - $145,000 OTE dependent on multiple factors, which may include the successful candidate's skills, experience and other qualifications.
  • Comprehensive benefits package that includes competitive salaries, stock options, medical, dental, and vision coverage, 401(k), short term and long term disability coverage, and flexible vacation.

Skills

Financial ModelingExcelForecastingReportingKpi SettingInvestment BankingManagement ConsultingStartup Experience
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