Sr. Associate, Corporate Finance

Responsibilities

• Support the monthly close process, monthly forecast, and annual operating plan
• Support balance sheet and cash flow management, including analysis, forecasting, planning, and scenario modeling
• Partner with Accounting, Capital Markets, and Finance teams to enhance forecast accuracy through deeper analysis and continuous improvement
• Work closely with the Accounting team to develop a strong understanding of key financial metrics and KPIs, support and gain insight into the monthly close process, perform deep-dive analyses into all components of working capital, and leverage internal and external benchmarking to evaluate and improve the accuracy and effectiveness of balance sheet and cash flow forecasting
• Collaborate with the Capital Markets team to conduct scenario analyses and develop pro forma models that assess the potential impact of financing activities on the financial statements
• Engage with and support Finance team members in improving company-wide forecasting, scenario planning, reporting, and variance analysis across the income statement, cash flow, and balance sheet
• Prepare accurate reports, ensuring data integrity across multiple sources
• Identify potential issues and proactively implement process improvements
• Leverage AI tools to automate manual processes and increase efficiencies

Requirements

• Minimum 3-5 years of experience in strategic finance, FP&A, investment banking, or consulting; prior experience in treasury and at high-growth technology or financial technology startups a plus
• Bachelor's Degree, or equivalent degree in Business, Finance, Accounting or relevant field
• CPA preferred
• Strong understanding of the Balance Sheet components and its impact on cash flow generation
• Expertise in Excel / Google Sheets - you can build scalable, efficient, and intuitive models with ease
• Strong analytical, financial modeling, and problem-solving skills
• Superior communication skills and the ability to collaborate with all levels of an organization
• A team-oriented mindset and a positive attitude

Nice-to-Haves

• Experience with Pigment, AI LLMs, or SQL
• Prior experience in treasury and at high-growth technology or financial technology startups