Senior Associate, Strategic Finance
Core
Foundational member of the Strategic Finance team managing and improving company forecasting, planning, and reporting capabilities to shape executive strategy.
Role type
Senior Associate, Strategic Finance (FP&A)
Builds
Financial forecasts, management reporting, and strategic insights for executive leadership
Domain
Healthcare SaaS / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Financial modeling, annual planning, quarterly/monthly forecasting, performance analysis, ERP systems, financial planning tools, AI tool use cases (Claude/OpenAI), advanced Excel/Sheets/PowerPoint
Preferred skills
Investment banking experience, finance/accounting experience, consulting experience
Responsibilities
Own and scale the company operating model; Drive annual planning and financial forecasts; Partner with accounting for management reporting; Partner with senior leaders on strategic financial models; Prepare quarterly board reporting materials; Conduct ad hoc financial modeling and analysis
