Finance Associate
Core
Strategic Finance Associate building investment evaluation frameworks, ROI measurement standards, and capital allocation models to drive business decisions.
Role type
Strategic Finance Associate (FP&A/Investment Analysis)
Builds
Financial models, dashboards, and automation for investment underwriting and ROI tracking
Domain
Fintech / Strategic Finance
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, ROI analysis, capital allocation, unit economics, data analysis, SQL, Excel, PowerPoint
Preferred skills
BI tooling (Snowflake, Hex, Looker, Salesforce), AI tool experimentation
Technologies
SQL, Snowflake, Hex, Looker, Salesforce, Excel, PowerPoint
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 products and pricing; 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 financial frameworks.
Seniority
Mid-level, hands-on IC