Strategic Finance Associate

Title: Strategic Finance Associate
Location: Cleveland, OH

Cleveland-based, high growth FinTech company, looking for a dynamic and driven Strategic Finance Associate. The Strategic Finance Associate will report directly to the COO.

Role Responsibilities

  • Drive financial planning processes including forecasts and annual budgets in partnership with Operations teams
  • Run 13-week cash flow forecast, analyze results, and present conclusions
  • Update, monitor, and analyze 3-statement financial model on monthly basis
  • Identify and monitor key performance metrics and develop actionable insights; report and analyze budget vs actual performance
  • Create reports and analyze profitability by marketing channel from various data sources
  • Contribute to the department's business operations and strategy efforts
  • Create decks and reports for lending partners
  • Work with Controller to provide due diligence materials and compliance to lending partners
  • Ad hoc analyses, board presentations, and student loan portfolio analysis for COO and CEO


  • 2-5 years of corporate finance, investment banking, FP&A, private equity, or management consultant experience
  • Bachelor's degree in Economics, Finance, Accounting or related field
  • Financial modeling experience
  • Expert Excel skills, fluent in PowerPoint and Google Docs
  • Collaborative approach to work
  • Experience preparing and presenting information to key decision makers
  • Willingness to embrace unstructured environments and problems
  • Proficiency with data analytics tools
  • Strong verbal and written communication skills
  • Ability to build positive working relationships with applicants, members and team
  • Ability to exhibit grace under pressure, while successfully navigating complex work assignments/situations efficiently and effectively
  • Ability to meet critical deadlines in dynamic, rapidly changing environment
  • Self-motivated, resourceful, productive on teams as well as independent work
  • Able to move between projects / duties quickly and efficiently with excellent organizational and time management skills
  • Track record of successful high impact decision making
Job Info.
Job Start Date: 
Monday, September 2, 2019
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Job Type: 
Direct Post from Company


Fintech Company

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Cleveland, OH, United States