Sr. Associate, Financial Analysis
Core
Strategic advisor for Tech Finance, building long-term vision, investment needs, and financial insights to influence strategy and prioritization.
Role type
Senior IC financial analyst (strategy & reporting)
Builds
Strategic roadmaps, financial models, and reporting frameworks for Tech leadership
Domain
Financial services / Technology finance
Deliverable
dashboards & analysis
Required skills
Financial analysis, financial modeling, budgeting, forecasting, P&L management, strategic thinking, executive communication
Preferred skills
MBA or Master's in Finance, CFA or CPA license, 3+ years in financial analysis and modeling
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Analyze cost drivers and monthly variances, develop repeatable financial processes and frameworks, craft strategic narrative decks for leadership, manage reporting cadences, handle ad-hoc special projects
Seniority
Senior, hands-on IC
