Strategic Finance Associate- PE Firm
Phyton Talent Advisors
Fast growing Private Equity firm is seeking a finance professional with strong analytical capabilities and a commercial mindset to join a dynamic Strategic Finance organization. This position plays an integral role in supporting investment performance analysis, portfolio reporting, valuation activities, and strategic decision-making across a diverse portfolio of investments. The ideal candidate thrives in a fast-paced environment, enjoys solving complex financial problems, and can successfully manage multiple priorities while partnering with cross-functional stakeholders. Key Responsibilities: Partner with investment professionals to develop, update, and maintain financial forecasts for multiple investment funds, incorporating portfolio company operating results, valuation updates, and long-range financial projections. Create and enhance financial and valuation models used to evaluate portfolio company performance, measure investment returns, and monitor progress against original investment assumptio Perform scenario, sensitivity, and downside-risk analyses to assess the potential financial impact of changing market conditions, operational performance, and strategic initiatives across portfolio investmennsts Monitor portfolio company operating metrics, financial results, and key performance indicators, identifying trends, risks, and opportunities while providing meaningful insights to senior leadership Prepare recurring and ad hoc analyses that support executive decision-making, including investment performance reviews, portfolio benchmarking, variance analysis, and strategic planning initiatives Assist with evaluating corporate development opportunities, acquisition analyses, business cases, and other special projects supporting firm-wide growth initiatives Collaborate with portfolio company finance teams and internal investment, operations, legal, and finance professionals to ensure financial reporting, valuation assumptions, and analytical outputs remain accurate, consistent, and aligned across the organization Support enterprise-wide reporting processes by maintaining high-quality portfolio data, improving reporting accuracy, and helping strengthen data governance across multiple investment vehicles Contribute to strategic planning efforts by analyzing portfolio performance, profitability trends, and operational drivers that influence investment outcomes Translate complex financial analyses into clear, actionable recommendations that support investment monitoring, capital allocation, and executive-level decision making Qualified candidates must have at least 3-4 years of experience with company valuations in a PE or Management consulting environment. Investment banking background preferred, but not required. This is a hybrid role, 4 days per week in Manhattan, with some meetings at the Northern NJ office. #J-18808-Ljbffr Phyton Talent Advisors
- Private Equity Firm in New York seeks a finance professional with strong analytical capabilities for a role in Strategic Finance. You will develop forecasts for multiple funds, build valuation... ...have 3-4 years in valuations within PE or management consulting, with a...Suggested
- A prestigious international law firm is seeking a Rate Analyst to join their team in New York. The candidate will be responsible for... ...related to fee arrangements. Applicants should possess a B.S. in finance and a minimum of 5 years of experience in a similar role at a major...Suggested
$120k - $140k
...York, NY (HYBRID) COMPENSATION: $120-140k + bonus Overview We are currently partnered with a travel services firm that is in search of a Strategic Finance Associate. This individual will be a key addition to the company's finance team as they are joining a small, high...Suggested$100k - $140k
...About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve... ...and/or FP&A or strategic finance experience with a top-tier firm ~ Familiar with private market investments such as private...SuggestedFull timeWork at officeRemote work- ...businesses one place to run HR, IT, and Finance. It brings together all of the workforce... ...only be sent from @Rippling.com addresses.Strategic Finance at RipplingStrategic finance at... ...is looking to hire a Senior Associate to be based out of the New York or San Francisco...SuggestedWork at office3 days per week
$80k - $100k
...Lightspeed Venture Partners, and we've partnered with law firms Boies Schiller Flexner, Bird Marella, PEM Law, and more. Why... ...real for every American. About This Role We are looking for a Strategic Finance Associate who combines the technical rigor of a Big 4 background with...Work at office3 days per week$135k - $145k
...Strategic Finance Associate New York, NY (Hybrid) About the Role Behind many of life's most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint...Temporary workWork experience placementWork at officeLocal areaFlexible hours2 days per week$100k - $130k
...Associate, Strategic Finance Headquarters - New York, NY 11215 Overview Salary Range $100,000.00 - $130,000.00 Description The Role... ...experience at top tier-investment bank, management consulting firm, or similar. ~1+ years' experience within a disruptive...$85.1k - $161.7k
...like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise... ...planning and analysis, accounting, or consulting firm, or experience working within an in house-...Full timeWork experience placementInternshipLocal area- ...About the Role We're hiring a Strategic Finance Associate to join Intelligems' finance function and help build it. This is the second finance hire... ...re Excited About 1–4 years in finance — investment banking, PE, FP&A, corporate finance, Big 4, consulting, or startup...
- We are seeking a dynamic Associate to join the Strategic Financing Solutions team. J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust...Work experience placement
- Oscar is looking to hire an Associate, Strategic Finance for their FP&A team based in New York. The role requires collaboration with various business leaders to support financial planning and analytics, along with crafting insightful recommendations for executives. Candidates...Work at officeFlexible hours
$135.7k - $170.2k
MrBeast in New York, NY is hiring an Associate, Strategic Finance to build and scale planning infrastructure that supports the organization’s strategic goals. This critical role will partner with various teams to enhance financial visibility and rigor. Applicants should...- Jobtailor in New York is seeking a Finance & Operations professional to partner with Sales, Operations, Product and Engineering to align... ...forecasting, KPI setting and board-ready communications; lead strategic projects from building models to coordinating cross-functional...
- Join to apply for the Strategic Finance Advisor role at Drivetrain 1 year ago Be among the first 25 applicants Join to apply for the Strategic... ...for success with backing from leading venture capital firms. Drivetrain provides a great culture for its employees to thrive...Full timeWork at officeRemote work
- ...Capital. Join us and help build the platform engineers turn to to ship AI products. THE ROLE We’re looking for a high-performing strategic finance professional to join our growing Finance team. This role is ideal for someone with 3 - 4 years of experience across investment...Flexible hours
- ...Opportunity This posting represents the type of Strategic Financial Planner roles featured within... ...AI platform gain access to exclusive finance, strategy, and analytics-driven roles... ...or strategy-oriented financial services firm may seek a Strategic Financial Planner to...Full timeInternship
- Confido, an AI infrastructure platform for leading CPG brands, is seeking a Finance & Strategy Associate in New York City. You will lead strategic finance, FP&A, reporting, and cross-functional initiatives with direct impact on business decisions alongside Confido’s executive...
$140k - $150k
Strategic Finance Associate | Series B SaaS | NYC $140,000 - $150,000 + equity SoHo, NY (4 days p/w in office) Talentedge are supporting a market‑leading and category defining SoHo based SaaS startup on a newly created Strategic Finance Associate position, owing to explosive...Work at officeImmediate start- ...a Broad-Based Corporate Transaction Associate for its New York, NY office. The role... ...work within private equity M&A, financings, joint ventures, strategic alliances, and fund restructurings.... ...law school credentials, and prior law firm experience. A tax-integrated corporate...Work at office
- Stellar Health in New York is seeking a Strategic Finance Associate to develop complex strategic and financial analyses, deliver reporting to senior management, and partner with Growth and Operations to drive actionable insights. You will own monthly forecasts and long‑...
- ...performant and parallel EVM Layer 1--will help decentralized apps eat the world. The Role The Monad Foundation is looking for a Strategic Finance Associate to play a critical role in overseeing the financial health and operational efficiency of the Monad Foundation. You’ll...Work at office
- Lab37 Robotics in Warrendale, PA, seeks a Strategic Finance Associate to join the finance team, translating operational and technical decisions into clear financial implications and supporting planning, investment cases, and strategic reviews. You will build and maintain...
- Lateral Link is seeking a mid-level associate to join its New York corporate debt team focused on borrower-side financing. This role offers exposure to both PE-sponsored and non-sponsored deals... ...drafting credit documentation. The firm provides a competitive 'Cravath scale...
$90k - $125k
...partners around the world, Via is recognized as the leading transportation technology and service provider globally. As a Strategic Finance Associate Principal at Via, you will lead high-priority financial projects to drive rapid growth, guide corporate strategy and...- Ramp's Strategic Finance team sits at the center of how the company allocates its time and resources. We're hiring across three complementary tracks — and looking for people with sharp financial instincts, a builder's mindset, and the drive to take on a large scope quickly...
- A leading consulting firm is seeking a Workday Certified Financials Consultant with expertise in Strategic Sourcing. This remote position requires 4+ years of experience in Workday implementations, with responsibilities like documenting business requirements and supporting...Remote job
- ...forecasting, KPI setting, and board‑ready communications. Lead strategic projects that require both financial rigor and operational... ...multiplier for leadership by tackling high-priority projects (strategic finance, operations, or special projects) and ensuring nothing falls...Work experience placement
$100k - $130k
...ideal combination of a fintech, SMB software, and consumer company all in one. About the Role GlossGenius is looking for a Strategic Finance Associate to support financial and strategic analysis, forecasting and budgeting, and management and investor reporting while...Temporary workWork at officeHome officeFlexible hours2 days per week- TwinThread is seeking an Associate for its Strategic Financing Solutions team in New York City. The Associate will engage in the full cycle of transactional execution, preparing marketing materials and presentations for clients while supporting senior team members in corporate...
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