Strategic Finance Principal
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Who We Are:
We are a boutique Strategic Finance & Operations advisory firm focused on exceptional, private companies. We offer a suite of financial, operational, and strategic services to venture-backed, family-owned, private equity owned businesses across industries. As former operators, investors, and startup executives we are building a best-in-class advisory firm grounded in our lessons learned in the field. In our first 18 months we’ve worked with 20+ companies and have ambitious growth plans.
As a Strategic Finance Principal, you will play a critical role in shaping strategies for our diverse client base. The position offers an opportunity to engage in a wide array of projects, from financial modeling and cash management to M&A and Fundraising transaction support. You will work closely with executive teams, providing actionable recommendations to enhance business performance and support strategic decision making.
What You’ll Do:
- Clearly and succinctly tell the “story” of a business using financial and operational data
- Engage in C-suite and executive-level conversations to share strategic advice and recommendations
- Create detailed operating models that provide insights into profitability, cash flow, and capital structure
- Develop financial metrics for unit economics, working capital management, and investment ROI
- Manage key corporate development initiatives including equity/debt fundraising and M&A
- Implement process automation and improvements to streamline financial operations
- Oversee external service providers to drive cross-functional deliverables
Who You Are:
- 5+ years of experience
- Independent critical thinker and entrepreneurial; you’re always looking for creative solutions
- Excellent communication skills with an appreciation for internal vs. client facing tone
- Proficient in Excel with a strong analytical background
- Experience with accounting software (e.g. QuickBooks, NetSuite) is a bonus
- Knowledge of SQL and data visualization tools (e.g. Looker, Tableau) is also advantageous
- Hold a Bachelor’s degree
Location: Based in New York City, with a hybrid work environment (open to in-person 2-4x/week)
Compensation:
- Salary Range: $120,000 - $170,000
- Significant variable cash bonus opportunities
- Final salary will be determined by the candidate’s experience, knowledge, and skills. Salary reflected does not include variable pay or other types of compensation, where applicable
- Job category
- Finance
- Locations
- New York, NY, USA
- Remote status
- Hybrid Remote
- Yearly salary
- $120,000 - $170,000
- Employment type
- Full-time
- Required Experience
- 5+ Years
- Work Sponsorship
- Unavailable
Strategic Finance Principal
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