Senior Finance & Strategy Associate, Findigs

• This role is ideal for someone who thrives in fast-paced environments and wants to make an immediate strategic impact
• Bachelor's degree in Finance, Accounting, Economics, or related quantitative field
• 3+ years of experience in FP&A, corporate finance, management consulting, investment banking, or related analytical roles
• Advanced proficiency in Excel (pivot tables, complex formulas, financial modeling)
• Strong financial modeling and forecasting capabilities with experience building models from scratch
• Solid understanding of financial statements, SaaS metrics, and how business operations translate to financial performance
• Exceptional analytical and problem-solving skills with ability to distill complex information into clear recommendations
• Strong communication and presentation skills with ability to influence cross-functional stakeholders
• Self-starter mentality with ability to manage multiple priorities and thrive in ambiguity

Desirable

• The Finance team at Findigs wears many hats: owning everything from financial planning and compliance to customer fund flows and investor reporting
• As a lean team, we work hands-on with internal partners and external accountants to manage budgets, oversee filings, track KPIs, and ensure every financial process supports a seamless customer and business experience
• Our goal is to bring clarity, discipline, and insight to every dollar that moves through Findigs
• We're looking for a Senior Finance & Strategy Associate to drive forward-looking financial insights and strategic decision-making across the organization
• You'll sit at the intersection of finance, go-to-market, operations, and product strategy—partnering with other teams to support core FP&A processes, build reporting infrastructure, and tackle high-priority analytical projects that shape our growth trajectory
• Reporting to the Head of Finance, you'll work alongside our Senior Accounting & Operations Associate to provide a complete financial picture focused on translating data into actionable insights
• You'll be joining a small but mighty team, where collaboration, ownership, and a no-task-too-small, no-task-too-big mentality are essential
• Where you'll make an impact: Financial Planning & Analysis:|
• Lead monthly, quarterly, and annual forecasting processes, ensuring alignment with business objectives and translating actuals into forward-looking projections
• Build and maintain financial models for strategic initiatives, program growth, scenario analysis, and long-range planning
• Support unit economics analysis, customer cohort modeling, and revenue forecasting to optimize growth levers
• Prepare variance analysis and business reviews that identify trends, risks, and opportunities
• Where you'll make an impact: Strategic Insights & Reporting:
• Build and maintain dashboards and models that track financial and operational performance across teams
• Create executive-level presentations that communicate business performance, strategic recommendations, and key metrics
• Design and implement KPIs that drive decision-making across go-to-market, product, and operations
• Develop reporting infrastructure and automation to scale insights as the business grows
• Support evaluation of M&A opportunities, partnerships, and new business initiatives