Associate, Strategic Finance

Yieldstreet•New York, NY

5d•$125,000 - $150,000•Onsite

About The Position

We are seeking a talented, analytical and highly motivated Strategic Finance Associate who is eager to be a crucial part of the finance team. This is a high-powered team with diverse perspectives composed of former investment banking and private equity professionals. The role requires a strong understanding of core corporate finance, capital markets, and corporate strategy. You will assist with the company’s short-term and long-term financial forecasting, key metric analysis, and financial reporting. You will also help with financial modeling and key strategic financial projects in addition to preparing Executive and Board level communications. You’ll also have the opportunity to work cross-functionally and in close collaboration with company executive leadership, seasoned investment professionals, marketing & sales, technology & product, and legal teammates. This is an opportunity to be part of a high-octane fintech company striving to put millions of people on the path towards financial independence. Willow Wealth is creating access to alternative investment opportunities historically unavailable to most individual investors. With over $250 million in investments from the likes of Redbird, Mayfair, Stepstone, Khosla Ventures, and a16z, Willow Wealth is positioned to reimagine alternative investing.

Requirements

2-4 years of work experience in investment banking, consulting, private equity, or strategic finance
Bachelor’s degree in Finance, Accounting or related field
Microsoft Excel mastery required (with experience in building financial models, analyzing financial data and preparing financial reports)
Heightened attention to detail – must be meticulous and consistently accurate
Exceptional problem-solving, business judgment, and analytical skills
Team player with excellent interpersonal, verbal and written communication skills
High degree of intellectual curiosity with exceptional work ethic, and a can do/will do attitude
Self-motivated, with proven success thriving in a highly dynamic and fast paced environment

Nice To Haves

Experience with data analysis tools (Looker, Tableau, SQL) is a plus

Responsibilities

Gain a deep understanding of business drivers and fundamentals to help solve complex business problems throughout the company
Assist with forecasting and financial planning for the company, maintaining and improving long-term consolidated company forecast model
Serve as operational finance partner to business teams around the organization, helping to define key metrics that will drive our business, measure our progress, and provide key financial insights
Provide monthly financial reporting and insights, cost tracking, and KPI reporting to different teams across the company and the Board
Play a key role in the annual budgeting process and monthly budget to actual reporting
Assist the Executive Team on Board-level communications, including quarterly reporting packages and ad hoc analyses
Support the Executive Team on corporate development and capital markets initiatives, including potential future capital raising, M&A, and warehouse financing
Utilize data analytics to derive key insights on business performance
Utilize AI to develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting