Strategic Finance Principal

KimblewickNew York City, NY
Hybrid

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 Principal, you will play a critical role in shaping strategies for our diverse client base. The position offers an opportunity to engage in a wide array of projects, from financial modeling and cash management to M&A and Fundraising transaction support. You will work closely with executive teams, providing actionable recommendations to enhance business performance and support strategic decision making.

Requirements

  • 5+ years of experience
  • 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

Nice To Haves

  • Experience with accounting software (e.g. QuickBooks, NetSuite)
  • Knowledge of SQL and data visualization tools (e.g. Looker, Tableau)

Responsibilities

  • Clearly and succinctly tell the “story” of a business using financial and operational data
  • Engage in C-suite and executive-level conversations to share strategic advice and recommendations
  • Create detailed operating models that provide insights into profitability, cash flow, and capital structure
  • Develop financial metrics for unit economics, working capital management, and investment ROI
  • Manage key corporate development initiatives including equity/debt fundraising and M&A
  • Implement process automation and improvements to streamline financial operations
  • Oversee external service providers to drive cross-functional deliverables

Benefits

  • Significant variable cash bonus opportunities
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