Senior Associate, Strategic Finance
$150,000–$180,000 year
On-siteStamford, Connecticut, United States
Job Summary
Run the budgeting, forecasting, and variance analysis cycle for a defined group of entities, including building and maintaining the 3-statement models behind it. Build scenario and sensitivity models for the firm's 3-year strategic plan, develop ad hoc business cases for senior leadership, and manage planning and reporting through the CPM platform while pushing for AI and automation. Support month-end close, protect GL integrity, and ensure all reporting and analytical output remains GAAP compliant with full ownership of the process end to end. This role sits at the fund level with high operational involvement in portfolio companies, reporting to the Director of Strategic Finance, with three days a week on site in Stamford, CT.
Required Qualifications
- 5-7 years of progressive PE or investment banking experience
- exposure to complex, multi-entity, or multinational structures
- Strong Excel and financial modeling ability
- ability to build a 3-statement model solo
- Confidence presenting to senior leadership
- ability to hold your own in the room
Desired Qualifications
- ideally including exposure to complex, multi-entity, or multinational structures
- A genuine interest in applying AI and automation to how a finance team operates
- A plus if you've been through a system implementation or finance transformation
- have the scars to prove it
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.