Senior Finance & Strategy Associate

The Team The Finance team at Findigs wears many hats: owning everything from financial planning and compliance to customer fund flows and investor reporting. As a lean team, we work hands‑on with internal partners and external accountants to manage budgets, oversee filings, track KPIs, and ensure every financial process supports a seamless customer and business experience. Our goal is to bring clarity, discipline, and insight to every dollar that moves through Findigs. The Role We're looking for a Senior Finance & Strategy Associate to drive forward‑looking financial insights and strategic decision‑making across the organization. You'll sit at the intersection of finance, go‑to‑market, operations, and product strategy—partnering with other teams to support core FP&A processes, build reporting infrastructure, and tackle high‑priority analytical projects that shape our growth trajectory. This role is ideal for someone who thrives in fast‑paced environments and wants to make an immediate strategic impact. Reporting to the Head of Finance, you'll work alongside our Senior Accounting & Operations Associate to provide a complete financial picture focused on translating data into actionable insights. You'll be joining a small but mighty team, where collaboration, ownership, and a no‑task‑too‑small, no‑task‑too‑big mentality are essential. Please note, we are unable to sponsor or take over sponsorship of an employment visa at this time. Where you'll make an impact Financial Planning & Analysis Lead monthly, quarterly, and annual forecasting processes, ensuring alignment with business objectives and translating actuals into forward‑looking projections Build and maintain financial models for strategic initiatives, program growth, scenario analysis, and long‑range planning Support unit economics analysis, customer cohort modeling, and revenue forecasting to optimize growth levers Prepare variance analysis and business reviews that identify trends, risks, and opportunities Strategic Insights & Reporting Build and maintain dashboards and models that track financial and operational performance across teams Create executive‑level presentations that communicate business performance, strategic recommendations, and key metrics Design and implement KPIs that drive decision‑making across go‑to‑market, product, and operations Develop reporting infrastructure and automation to scale insights as the business grows Support evaluation of M&A opportunities, partnerships, and new business initiatives Requirements Bachelor's degree in Finance, Accounting, Economics, or related quantitative field 3+ years of experience in FP&A, corporate finance, management consulting, investment banking, or related analytical roles Advanced proficiency in Excel (pivot tables, complex formulas, financial modeling) Strong financial modeling and forecasting capabilities with experience building models from scratch Solid understanding of financial statements, SaaS metrics, and how business operations translate to financial performance Exceptional analytical and problem‑solving skills with ability to distill complex information into clear recommendations Strong communication and presentation skills with ability to influence cross‑functional stakeholders Self‑starter mentality with ability to manage multiple priorities and thrive in ambiguity Nice‑to‑haves Experience in high‑growth startups, SaaS, or technology companies Proficiency in SQL or other data querying languages Track record of building financial planning processes or implementing new systems Benefits Location: This role is primarily in‑office with flexibility to work remotely one day a week Mission‑Driven Culture: A collaborative, high‑impact workplace where we challenge each other to grow, innovate, and drive meaningful change Competitive Compensation: Competitive base salary + Pre‑IPO equity Generous Time Off: Flexible Paid Time Off (PTO) policy, plus company holidays, so you can recharge when needed Wellness Perks: Health benefits, 401(k) matching up to 4%, monthly gym stipend, and lunch provided every day Equal Opportunity Employer We are an equal opportunity employer and, as such, all applicants will be considered based solely upon merit and directly relevant professional competencies. #J-18808-Ljbffr Findigs, Inc.