Strategic Financial Planner

Job Description

Job Description

Strategic Financial Planner

Career Launch AI Talent Network

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

About This Opportunity

This posting represents the type of Strategic Financial Planner roles featured within the Career Launch AI Private Job Board .
It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive finance, strategy, and analytics-driven roles that may not appear on public job boards. This description reflects a typical early-career financial planning and strategy role accessible through our network.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading investment bank, corporate finance group, or strategy-oriented financial services firm may seek a Strategic Financial Planner to support long-term financial planning, performance analysis, and strategic decision-making .

This role is well-suited for candidates interested in combining financial modeling, business strategy, and data-driven insights to influence capital allocation, growth initiatives, and executive-level planning.

Key Responsibilities

• Develop and maintain strategic financial models supporting long-term planning, budgeting, and forecasting

• Analyze company performance, business unit economics, and key value drivers

• Support capital allocation decisions , including investment prioritization and resource deployment

• Conduct scenario analysis and sensitivity testing to evaluate strategic alternatives

• Prepare financial insights and recommendations for senior leadership and planning committees

• Support annual planning cycles, rolling forecasts, and multi-year strategic plans

• Conduct industry, competitive, and market analysis to inform strategic initiatives

• Collaborate cross-functionally with finance, strategy, operations, and leadership teams

Desired Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, or a related discipline

• Strong interest in financial planning, strategy, and performance analysis

• Solid foundation in financial modeling, forecasting, and valuation concepts

• Strong analytical and critical thinking skills with attention to detail

• Ability to synthesize quantitative analysis into clear strategic insights

• Strong written and verbal communication skills

• Prior internship or experience in FP&A, investment banking, consulting, corporate finance, or strategy is beneficial

• Proficiency in Excel, PowerPoint, and financial analysis tools

Why This Posting Matters

This Strategic Financial Planner description reflects the types of opportunities available exclusively to Career Launch AI members, including:

• Roles shared directly with Career Launch AI by employers

• Opportunities not posted publicly

• Warm introductions to hiring managers and recruiters

• AI-supported job targeting and application support

• Interview coaching focused on strategic thinking and financial planning cases

Career Launch AI members gain access to 1,000+ curated roles across:

• Investment Banking

• Corporate Finance & FP&A

• Strategic Planning & Business Analytics

• Private Equity & Venture Capital

• Strategy Consulting

• Technology (FAANG-level and startups)

• Product Management

• Data, Operations, and more

How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive:

• AI-powered job application automation

• Personalized recruiter outreach

• Warm introductions to decision-makers

• Sector-specific resume optimization

• Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.

How to Access Opportunities Like This

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

Career Launch Assessment Link:

Once enrolled, members receive:

• Access to the exclusive job board

• Personalized recruiter outreach

• Automated job applications

• Coaching and interview preparation

• Ongoing support until placement