Job Overview – Strategic Finance Associate
Compensation: $120,000 – $150,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Strategic Finance Associate in New York, NY for our client, supporting financial analysis, portfolio analytics, strategic planning, and business intelligence initiatives within a fast-growing financial services environment. This opportunity will work closely with finance, capital markets, operations, and leadership teams to develop analytical models, automate reporting processes, and deliver data-driven insights that support business growth and operational efficiency. The ideal candidate will bring strong analytical experience within fintech, lending, or asset management environments along with advanced SQL and Excel expertise.
Responsibilities as the Strategic Finance Associate:
- Financial Modeling & Analysis: Build financial models, scenario analyses, and business cases to support strategic planning, forecasting, and business decision-making.
- Data Analytics: Develop and maintain SQL queries to extract, analyze, and validate data for reporting, forecasting, and performance analysis.
- Business Intelligence: Create and maintain dashboards, reports, and visualizations that provide actionable insights into business and financial performance.
- Process Improvement: Identify opportunities to automate reporting and analytical processes to improve efficiency, scalability, and data accuracy.
- Performance Analysis: Monitor key business metrics, analyze trends, and provide recommendations to support growth and operational objectives.
- Cross-Functional Collaboration: Partner with finance, operations, and business stakeholders to deliver analytical insights and support strategic initiatives.
Qualifications for the Strategic Finance Associate:
- Education: Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, Data Analytics, or a related field is required.
- Experience: 3–5 years of experience in strategic finance, data analytics, business analytics, capital markets, or related functions within a fintech company, lending platform, asset manager, or financial services organization is required.
- Industry Knowledge: Experience supporting financial analysis, portfolio analytics, forecasting, business intelligence, or strategic decision-making within lending or financial services environments is required.
- Technical Skills: Advanced Microsoft Excel and strong SQL skills are required, and experience with Python, AI tools, business intelligence platforms, or data visualization software is strongly preferred.
- Skills & Attributes: Strong analytical, problem-solving, and communication skills with exceptional attention to detail and the ability to translate complex data into actionable business insights are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.