Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Finance Associate

Full-time

Coda Search│Staffing

Our client is a leading Fintech firm based in Stamford, CT. They're looking to add a talented Strategic Finance Associate to their growing team. The firm has an excellent reputation and is held in high regard.

RESPONSIBILITIES:

  • Contribute to company-wide and subsidiary-level financial analysis, partnering with multiple teams to support strong performance and alignment with strategic objectives.
  • Lead core financial planning activities, including budgeting, forecasting, reporting, and evaluating variances.
  • Build complex financial models, conduct valuation assessments, and analyze profitability, then deliver insights to senior decision-makers.
  • Work with cross-functional groups to help launch, scale, and organize the operations of new business units.
  • Provide data-driven recommendations and financial analysis to senior leaders such as the CFO and FP&A head.
  • Assist with special strategic initiatives, including mergers and acquisitions, fundraising efforts, and evaluating capital deployment.
  • Collaborate with teams across investments, operations, and technology to advance organizational priorities and troubleshoot complicated financial issues.

QUALIFICATIONS

  • Bachelor’s degree in finance, economics, or a related discipline preferred.
  • 4–6 years of experience in investment banking, FP&A, strategic finance, or similar functions; exposure to venture capital, fintech, or crypto is advantageous.
  • Strong financial modeling capabilities and demonstrated success managing financial processes and performance metrics.
  • Advanced analytical skills with the ability to creatively solve intricate financial problems.
  • Excellent communication abilities, including experience presenting financial conclusions to executive leadership.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Strategic Finance Associate in Stamford, CT vacancy
  • $90k - $115k

     ...intellectually curious Equity Accounting and Reporting Associate to join the Corporate Finance team. This role offers a unique opportunity to become a...  ...gain exposure to complex technical accounting issues, strategic transactions, and cross-functional initiatives that directly... 
    Suggested
    Full time
    Work at office
    Remote work

    iCapital Network

    Greenwich, CT
    3 days ago
  •  ...leadership decisions. You will work across datasets to automate reporting, improve forecasting, and support strategic initiatives. You will partner with Commercial, Finance, and cross-functional leaders to ensure data integrity, deliver actionable insights, and translate... 
    Suggested

    Curaleaf

    Stamford, CT
    2 days ago
  •  ...Bridgewater Associates is a premier asset management firm, focused on delivering unique insight...  ...on our website here . About the Finance Department Finance leads Bridgewater’s financial strategy and serves as a strategic advisor to businesses across the firm. We... 
    Suggested
    Contract work
    Local area

    Bridgewater Associates LP

    Westport, CT
    14 hours ago
  •  ...Finn Dixon & Herling LLP seeks a mid-level Finance Associate (3–6 years) to join our Finance Practice in Stamford. The ideal candidate will represent lenders and borrowers in complex financing transactions, including senior secured and mezzanine financings, and will draft... 
    Suggested
    Work at office

    Finn Dixon

    Stamford, CT
    2 days ago
  •  ...help clients work toward their long-term financial goals.Set the strategic direction of the Financial Advisor team to increase assets...  ...bodies.Qualifications:Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.FINRA... 
    Suggested
    Work at office

    Truist Inc

    Old Greenwich, CT
    3 days ago
  • $165k - $235k

     ...Senior Finance AssociateBridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most...  ...leads Bridgewater's financial strategy and serves as a strategic advisor to businesses across the firm. We partner with... 
    Work at office
    Local area

    Bridgewater Associates

    Westport, CT
    3 days ago
  •  ...We are seeking a Senior Debt Finance Associate or Counsel (6+ years) to join our Debt Finance Practice. The ideal candidate will have substantial substantive and transaction experience representing lenders and/or borrowers in a broad range of complex debt financing transactions... 
    Work at office
    Local area
    2 days per week

    Finn Dixon

    Stamford, CT
    3 days ago
  • $200k

     ...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within...  ...solutions that address clients' investment, risk management, and financing/liquidity needs. Set challenging goals, regularly... 
    Full time

    Citi

    Greenwich, CT
    4 days ago
  •  ...mindset and ownership of detailed accounting tasks while supporting strategic initiatives. Ideal candidates will have over 7 years of...  ...wealth management or family office settings and possess both a degree in Accounting or Finance and CPA certification. #J-18808-Ljbffr... 
    Work at office

    Right Executive Search, LLC

    Bedford, NY
    1 day ago
  •  ...touches. About the RoleAs our Manager of Finance Platforms, you are responsible for...  ...SupportSupport the Finance Platform roadmap and strategic initiatives.Manage and prioritize...  ...recognized holidays.Pet Insurance and generous Associate Discounts.*Eligibility and terms for all... 
    Full time
    Temporary work
    Local area
    Remote work
    Flexible hours

    Lovesac

    Stamford, CT
    4 days ago
  • $250k - $295k

    Kelley Drye & Warren LLP’s Real Estate Practice Group is seeking a highly motivated midlevel associate with a solid background in real estate finance and lender representation. The ideal candidate will have approximately three to five years of experience in commercial... 
    Work at office

    Kelley Drye

    Stamford, CT
    14 hours ago
  •  ...disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity...  ...offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics... 
    Local area
    Visa sponsorship

    Deloitte

    Stamford, CT
    14 hours ago
  • A leading asset management firm in Connecticut is seeking a Marketing & Investor Relations Coordinator. This full-time role involves supporting client engagement, preparing marketing materials, and managing investor relations. The ideal candidate should have a Bachelor...
    Full time

    Marblegate Asset Management LLC

    Greenwich, CT
    2 days ago
  • $84.61k - $141.02k

     ...support and guidanceConduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvementAdvise on plan design, compliance challenges, and corrective strategies (including failed testing)... 
    Interim role
    Work at office

    Lawley

    Darien, CT
    3 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Stamford, CT
    3 days ago
  • $90k - $120k

     ...family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families,...  ...in client assets as of September 30, 2026. Position Our Finance team is looking for a Fund Accountant who is excited to become... 
    Work at office
    Local area

    Rockefeller Financial

    Stamford, CT
    3 days ago
  • $87.4k - $123.4k

     ...and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower

    Stamford, CT
    3 days ago
  • Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people...

    Thrivent Financial

    Stamford, CT
    5 days ago
  • $45k - $75k

     ...important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-... 
    Full time

    Fidelity Investments

    Old Greenwich, CT
    2 days ago
  • $159k - $190k

     ...deepening existing relationships and cultivating new business through strategic prospecting, trusted advice, and exceptional client service. As...  .../Qualifications: Bachelor’s degree required; concentration in Finance, Economics, or Business preferred. Minimum of 8 years of... 
    Local area
    Monday to Friday

    Default Brand

    Stamford, CT
    3 days ago
  • $202.5k - $217.5k

     ...Real Estate Finance AssociateWe are working with a nationally recognized Am Law 200 law firm seeking an experienced Real Estate Finance Associate to join its growing Affordable Housing and Finance team in their Washington, DC; Boston; Hartford; Providence; Stamford; or... 
    Private practice
    Work at office
    2 days per week
    3 days per week

    Oak Ridge Legal Search LLC

    Stamford, CT
    3 days ago
  • $125k

    Financial AdvisorOur client is a growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise.Core ResponsibilitiesLead...

    Financial Planner Recruiting, LLC

    Darien, CT
    2 days ago
  • Global Advisers is seeking a Financial Advisor in Greenwich, CT to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role combines advice, relationship management...

    Global Advisers

    Greenwich, CT
    3 days ago
  • Job Description Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States...
    Traineeship
    Work at office

    Alliance Global Partners

    Stamford, CT
    20 days ago
  • $128k - $252.5k

     ...role offers the opportunity to support finance integration and separation efforts that...  ...finance integration and separation activities associated with mergers, acquisitions, and...  ...completed transaction, restructuring and strategic cost transformation event. You will also... 
    Local area

    Deloitte

    Stamford, CT
    4 days ago
  • $4,500 - $5,800 per week

     ...trade real capital - by working to improve the optimizer, model and minimize trading costs and market impact, and manage capacity and financing. You will own portfolio-level risk as a first line of defense - reasoning about exposures, intervening tactically as conditions... 
    Weekly pay
    Internship
    Immediate start
    Relocation package

    Citadel

    Greenwich, CT
    2 days ago
  • $141.2k - $278.3k

     ...value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on...  ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte... 
    Local area
    Visa sponsorship

    Deloitte

    Stamford, CT
    4 days ago
  •  ...giving, grants, and events. This in-person role requires 10+ years fundraising leadership, a strong portfolio of donor relations, strategic planning, and financial oversight. You will build and mentor a high-performing team, ensure compliance, and expand partnerships to... 

    Abilis

    Greenwich, CT
    5 days ago
  •  ...using the online banking portal. Prepare journal entries for capital activities and management company books. Prepare and manage strategic investor notices based on fund notices. Maintain the investor portal, including posting notices and managing access requests.... 
    Temporary work
    Local area

    LHH

    Darien, CT
    1 day ago
  • Financial Advisor The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience...
    Work at office

    TD Bank

    Stamford, CT
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Finance Associate. Be the first to apply!