Senior Associate – Corporate Strategic Finance

Responsibilities: Support the annual budget, periodic forecasts, and long-range financial plan. Build and maintain financial models that connect revenue, expenses, headcount, and funding needs. Coordinate with business teams to gather planning inputs, validate assumptions, and update forecasts. Analyze results against budget and forecast, explain key variances, and model scenarios to support resource allocation. Assess how changes in revenue, expenses, and business initiatives affect profitability, cash flow, and long-term plans. Develop dashboards and reports to track financial performance and operating trends. Prepare presentations and financial analyses for senior leadership, highlighting key findings and recommendations. Partner with teams across the firm on planning initiatives and ad hoc financial analyses. Improve and automate recurring reporting processes while maintaining data accuracy and reporting controls.

Qualifications: Bachelor’s degree required.2–4 years of relevant experience in investment banking, strategic finance, FP&A, or corporate strategy. Experience in investment management or financial services is preferred. Strong financial modeling and forecasting skills, including experience building integrated models. Formal modeling training is a plus. Exposure to firm-wide planning or profitability analysis preferred. Familiarity with investment strategies, fee-based business models, or capital structures. Advanced Excel and PowerPoint skills. Familiarity with SQL or business intelligence tools is a plus. Experience preparing presentations and communicating financial insights to senior stakeholders. Strong analytical and organizational skills, attention to detail, and sound judgment. Ability to take ownership of assignments, collaborate across teams, and manage competing priorities. CFA or CPA designation, completed or in progress, is a plus.