Director of Strategic Finance

Our client is a fast-growing technology leader modernizing financial markets by unlocking capital and broadening investment access. Established in 2017 and led by an experienced team of fintech pioneers, the firm operates out of New York, London, and Tel Aviv. They are supported by top-tier VC investors (including a16z, Sequoia, and Canapi Ventures) and premier global banks like Barclays, Citi, J.P. Morgan, and Morgan Stanley.

Role Description

Our client is seeking a Director, Strategic Finance responsible for owning of FP&A, financial reporting, and driving strategic initiatives. The Strategic Finance role will play an important role in architecting the financial and investment strategies, and play an active role in execution and measurement of strategic objectives.

The ideal candidate has exceptional business acumen in capital markets and proven success in driving significant process implementations and improvements with the ability to work in a fast-paced, dynamic environment where adaptability is imperative.

Responsibilities

• Provide strategic thought leadership and analysis to the CFO, Executive Team, and Board of Directors across business performance, strategic investments, and financial forecasts.
• Own, refine, and drive execution of annual budgeting, long-term financial planning, and forecasting processes for all financial metrics, providing visibility on growth and performance to the executive team.
• Drive and refine financial reporting, including the creation and analysis of the quarterly board reporting package and the development of weekly and monthly financial and operational metrics by division and for the company as a whole.
• Provide strong ad hoc financial and business decision support on numerous revenue and strategic initiatives, return on investment analyses, and/or other projects.
• Build out, analyze, and communicate results of strategic initiatives and articulate impact to the overall business based on performance.
• Partner closely with cross-functional teams to establish new processes and reporting standards.
• Provide strategic thought leadership and analysis that identify meaningful trends and opportunities across the business.
• Support and help drive M&A, Joint Ventures, and Partnerships, including identifying and assessing opportunities and transaction execution.

Requirements

• 8+ years of combined experience in financial planning and analysis, specifically within the Capital Markets space (required) .
• Bachelor’s Degree in Finance, Economics, or Accounting.
• Strong understanding of the Product Control space.
• Strong proficiency with Microsoft Excel, BI tools, and AI tools.
• Keen understanding of the key drivers of business performance & associated KPIs.
• High proficiency in financial modeling, sensitivity analysis, and data visualization.
• Experience with implementing budgeting and reporting tools is strongly preferred.
• Highest standards of accuracy and precision.
• A strategic leader with an ownership mentality who is comfortable navigating ambiguity in an ever-changing environment.