Strategic Finance Associate

Setpoint•New York, NY

3d•$135,000 - $145,000•Hybrid

About The Position

Setpoint is building the critical infrastructure that powers financial transactions, helping leading banks, lenders, and capital providers move with greater speed, trust, and transparency. We are looking for a Strategic Finance Associate to join our Finance team and serve as a true business generalist. This role involves partnering directly with the Head of Strategic Finance and playing a critical part in driving company-wide initiatives, from shaping financial strategy to supporting day-to-day operations. It is a high-impact, highly visible role where you will build financial models, prepare board materials, support cross-functional projects, and act as a problem-solver for the company’s most pressing priorities.

Requirements

4-5 years of relevant work experience with at least 2 years in Investment banking or Management Consulting and ideally, 2 years in a high-growth startup.
Strong financial modeling skills and Excel proficiency.
Excellent presentation and communication skills.
Ability to manage multiple priorities and drive projects independently.
Experience partnering with non-finance teams and explaining financial concepts to cross-functional stakeholders.

Nice To Haves

A self-starter: You thrive with autonomy and enjoy owning complex projects end-to-end.
A structured thinker: You can bring clarity to ambiguous problems and communicate clearly with stakeholders.
A sharp analyst: You love digging into data and building financial models that drive key decisions.
A cross-functional collaborator: You enjoy working closely with sales, operations, product, and engineering teams.
A builder: You're excited about scaling finance at a fast-growing company.

Responsibilities

Partner cross-functionally with Sales, Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution.
Drive financial visibility by owning reporting, forecasting, KPI setting, and board-ready communications.
Lead strategic projects that require both financial rigor and operational follow-through — from building models to coordinating implementation across teams.
Step into critical gaps in company operations: streamline processes, improve internal systems, and ensure execution on key initiatives.
Act as a force multiplier for leadership by tackling high-priority projects (strategic finance, operations, or special projects) and ensuring nothing falls through the cracks.