Finance Associate
Core
Strategic Finance role building investment underwriting frameworks, ROI measurement standards, and capital allocation models to drive business decisions.
Role type
Senior IC strategic finance analyst (investment underwriting & ROI)
Builds
Financial models, dashboards, and automation for investment evaluation
Domain
Fintech / Strategic Finance
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Financial modeling, ROI analysis, capital allocation, unit economics, data visualization, SQL, stakeholder management
Preferred skills
AI tooling experimentation, BI tooling (Snowflake, Looker), commercial acumen
Technologies
Excel, PowerPoint, SQL, Snowflake, Looker, Salesforce
Responsibilities
Build frameworks to evaluate investment decisions across R&D, GTM, headcount, and pricing; Partner with leaders on capital allocation and opportunity cost; Develop unit economics and ROI standards for new launches; Run post-investment measurement comparing realized return to underwritten targets; Quantify commercial impact of product/GTM decisions on revenue and margin; Ship models and dashboards supporting the frameworks
Seniority
Mid-level, hands-on IC
