Senior Associate, Strategic Finance
Core
Manage and improve company forecasting, planning, and reporting capabilities while partnering with executive leadership to shape strategy.
Role type
Senior Associate, Strategic Finance (FP&A)
Builds
Financial forecasts, management reporting, strategic financial models
Domain
Healthcare SaaS / Corporate Finance
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, annual planning, quarterly 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 monthly/quarterly 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
Seniority
Senior, hands-on IC