Strategic Finance Associate
About The Position
Kimblewick is a boutique Strategic Finance & Transaction advisory firm built by former operators, investors, and advisors. Founded in 2023, we have worked with 50+ clients, including $500M+ in transactions. We work across a range of mission critical finance, strategy, and transaction projects with venture-backed, family-owned, and private equity backed businesses. At Kimblewick, we turn financial complexity into a competitive advantage by taking a high-impact, execution-focused approach to advisory. As a Strategic Finance Associate, you will play a hands-on role in client engagements across a wide range of strategic finance projects. The position offers the opportunity to dive deep into analytics and financial modeling, while supporting transaction advisory workstreams and operational improvements. You will work closely with executive teams, providing actionable recommendations to enhance business performance and support strategic decision making.
Requirements
- 2-4+ years of experience in investment banking, private equity, consulting, or strategic finance
- Independent critical thinker and entrepreneurial; you’re always looking for creative solutions
- Excellent communication skills with an appreciation for internal vs. client facing tone
- Proficient in Excel with a strong analytical background
- Hold a Bachelor’s degree
Nice To Haves
- Experience with accounting software (e.g. QuickBooks, NetSuite) is a bonus
- Knowledge of SQL and data visualization tools (e.g. Looker, Tableau) is also advantageous
Responsibilities
- Conduct detailed financial analysis and operational data reviews to surface actionable insights
- Translate raw financial data into clear stories, insights, and strategic recommendations
- Build financial models and dashboards that drive decision-making for CEOs, CFOs, and investors
- Execute special projects including unit economics analysis, pricing strategy, and investment ROI
- Prepare CEO-ready materials that will be used with senior management and BODs to make key decisions
- Support Fundraising and M&A workstreams across financial analysis, deal materials, and investor questions
- Own execution workstreams with a bias for precision, speed, and continuous improvement
- Help shape the tools, templates, and best practices that define Kimblewick’s client experience
Benefits
- Significant variable cash bonus opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
