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Finance & Strategy Partner

Financial strategist analyzes performance, builds models with Excel, Google Sheets, and SQL to evaluate investments, ROI, and strategic projects. Partners cross-functionally to inform decisions and forecast conditions; requires Master's + 5 years FP&A experience.

179k – 221kNew York, NYFinance & AccountingHybrid5+ YOE

About the role

Responsibilities

  • Analyze financial or operational performance to identify remedies.
  • Define metrics and leading indicators of business performance.
  • Conduct financial analyses related to investments.
  • Create client presentations of plan details.
  • Develop and maintain client and cross-functional relationships.
  • Employ financial models to develop solutions to financial problems or assess transaction impacts.
  • Build and own models for in-depth analyses, ensuring quality, timeliness, and accuracy.
  • Inform investment decisions by analyzing financial information to forecast conditions.
  • Act as financial partner for strategic projects and investments.
  • Prepare plans of action for investments using financial analyses.
  • Design analytical rigor to measure efficiency and ROI of investments, influencing decision-making.

Minimum Requirements

  • Master’s degree in Management, Finance, Business Administration or related field, plus 5 years in Strategy Finance/FP&A role.
  • 3 years utilizing Excel/Google Sheets and SQL to build financial models and analyses, scenario evaluation.
  • 3 years understanding and evaluating investment opportunities (ROI analyses) for long-term strategies.
  • 3 years preparing accurate financial reports for stakeholders.
  • 3 years creating/managing budgets and developing financial forecasts using Excel/Google Sheets and data sources.

Compensation

Salary: $179,088 – $220,800/year (base; additional commissions/bonuses if applicable). Benefits: equity, company bonus/commissions, 401(k), medical/dental/vision, wellness stipends. Schedule: 40 hrs/week, 50% telecommuting permitted.

Skills

ExcelGoogle SheetsSQLFinancial ModelingROI AnalysisBudgetingFinancial ForecastingFinancial Reporting

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