Strategic Finance Associate
Build complex financial models and support board/investor decision-making, M&A diligence, and strategic capital allocation at a health tech SaaS company. Requires 5+ years in investment banking, PE, or consulting with expert financial modeling skills.
About the job
Responsibilities
Long-Range Financial Modeling & Investment Analysis
- Build and maintain complex financial models from scratch to support major capital allocation decisions, board presentations, investor updates and executive strategy sessions
- Support annual planning, forecasting, and long-range planning with a focus on cost structure, operating leverage and spend efficiency
- Build and maintain dynamic sensitivity models to assess potential outcomes, risks and return profiles
- Translate scenario outputs into executive-ready narratives that inform resource allocation and strategic prioritization
Corporate Development & Investor Support
- Support M&A business and financial diligence efforts, including target valuation analysis, return modeling and synergy assessment
- Conduct market and competitive research to support strategic investment decisions and growth initiatives
- Assist in creation of investor presentations, earnings support packages and shareholder communications
Business Partnering
- Collaborate closely with cross-functional teams to understand financial performance and provide modeling and forecasting support
Scenario Planning & Ad-Hoc Analysis
- Develop and analyze various financial scenarios to assess potential outcomes and risks
- Conduct ad-hoc financial analysis to support strategic projects
External Communication Support
- Assist in the preparation of investor materials, presentations, and analyses for external discussions as needed
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field
- 5+ years of progressive experience in investment banking, private equity or management consulting, with direct exposure to building financial models for external executive and investor audiences
- Deep understanding of key SaaS metrics, revenue recognition (ASC 606), and the drivers of value in a subscription-based business model
- Expert-level proficiency in financial modeling with a proven ability to build robust, scalable and dynamic models from scratch
- Exceptional analytical and problem-solving skills, with the ability to synthesize complex data into clear, concise and actionable insights
- Excellent written and verbal communication skills, with the ability to present complex financial information clearly and persuasively to diverse audiences, including senior leadership
- Strong business acumen and a strategic mindset, with the ability to understand the broader business context and how financial decisions impact overall company performance
- Strong attention to detail and a commitment to accuracy
- Ability to work independently, manage multiple priorities and thrive in a fast-paced, high-growth environment
Nice-to-Haves
- Master's degree or CFA
- Prior in-house strategic finance experience at a SaaS or technology company
- Proficiency with financial planning and analysis (FP&A) software (e.g., Anaplan, Adaptive Insights, Hyperion, Vena Solutions)
- Proficiency with business intelligence (BI) tools (e.g., Tableau, Looker, Power BI)
Compensation & Benefits
- Base Compensation Range: $112,000—$140,000 USD
- Employees may also be eligible for an annual bonus or commission
- Medical, dental, vision, life & disability insurance
- 401(k) plan with company match
- Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
- Mental health resources
- Paid parental leave & Backup Care
- Tuition reimbursement
- Employee Resource Groups (ERGs)
Skills
Financial Modeling, Investment Banking, Private Equity, Management Consulting, SaaS Metrics, ASC 606, Fp&A Software, Anaplan, Tableau, Power BI
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