Senior Associate, Strategic Finance

Hoxton Circle•Stamford, CT

7d•Hybrid

About The Position

We're recruiting for one of our most dynamic clients, a high-growth, multi-strategy investment firm that builds and scales businesses across oil and gas, industrials, technology, healthcare, AI, and data centers. They're looking for a Senior Associate to join their Strategic Finance team, sitting at the fund level with high operational involvement in the portfolio companies and reporting to the Director of Strategic Finance. This is a great opportunity for someone coming straight out of PE or investment banking who wants to get operator experience but simultaneously stay in a high finance environment, without the hours of PE or IB.

Requirements

5-7 years of progressive PE or investment banking experience, ideally including exposure to complex, multi-entity, or multinational structures
Strong Excel and financial modeling ability, able to build a 3-statement model solo and stand behind every line of it
A genuine interest in applying AI and automation to how a finance team operates, not just something you talk about
Confidence presenting to senior leadership and holding your own in the room

Nice To Haves

Been through a system implementation or finance transformation and have the scars to prove it

Responsibilities

Run the budgeting, forecasting, and variance analysis cycle for a defined group of entities, including building and maintaining the 3-statement models behind it
Build scenario and sensitivity models for the firm's 3-year strategic plan, and develop ad hoc business cases you'll present directly to senior leadership
Manage planning and reporting through the team's CPM platform (OneStream or similar), and push for ways AI and automation can speed up and sharpen the work
Support month-end close, protect GL integrity, and keep every reporting and analytical output GAAP compliant
Full ownership of the process end to end, from raw data through to a narrative senior leadership can act on