STRATEGIC FINANCE ASSOCIATE | M&A
New York City | $100K–$140K
THE PITCH
You've built the models. Now picture building the ones the CEO actually uses to decide where the company puts its money.
This is the category-leading online M&A platform connecting buyers and sellers of $5M to $100M privately held American companies. More than 4,000 acquirers and 3,000 advisors use it, and over 12,500 private companies pursued an exit on it in 2025. It's founder-led, profitable, and about 55 people, so you won't be a cog in a big FP&A machine.
You'd report to the VP of Finance and work directly with the CEO and leadership team. You own the analysis behind how the company plans, measures performance, and allocates resources.
WHAT YOU'LL OWN
- Planning and forecasting. Rebuild the driver-based operating and financial models into real decision-making tools. Own the annual budget and quarterly reforecasts.
- Performance analysis. Lead monthly reviews and turn the data into a clear story leadership can act on.
- Unit economics. Build LTV/CAC and contribution margin models that guide where resources go.
- Go-to-market finance. Partner with GTM leadership on growth strategy, quarterly goals, and performance.
- Strategic projects. Dig into the big calls: pricing strategy, capital structure scenarios, build vs. buy.
- AI and automation. Use LLMs and agents to automate recurring analysis and keep the models, dashboards, and reporting running as the team scales.
- Presentations. Prepare quarterly company-wide updates and external business development decks.
This is an individual contributor seat with no direct reports. You own your workstreams end to end, with accounting handling close, AP, and tax so you can focus on analysis.
WHO THIS IS FOR
- 2+ years in investment banking, PE, consulting, corp dev, strategic finance, or FP&A
- Strong three-statement, driver-based, and scenario modeling
- A track record of taking an ambiguous problem and driving it to an answer
- Sharp business instinct, with a focus on the takeaway rather than the spreadsheet
- Clear, concise writing and speaking, calibrated to the audience
- Real use of LLMs and agents to automate meaningful work
- Organized, dependable, and a consistent finisher
- Authorized to work in the US
WHY IT'S WORTH A CALL
- Direct access to the CEO and leadership team from day one
- Equity in a profitable, founder-led category leader
- A modern Midtown Manhattan office and a tight-knit, collegial team
- Medical, dental, and vision, nearly 100% company-paid
- 401(k), flexible vacation, paid parental leave, and a monthly health and wellness stipend