Senior Associate, Strategic Finance & Controllership

About the role

A hybrid, full-time role supporting several client engagements at once, acting as the right hand to the Finance Lead. You will own the financial models, close and reporting that clients rely on, and work directly with founders, CEOs and COOs on budgets, fundraising, pricing and cash. The company runs the finance function for fast-growing companies under a flat monthly fee, covering strategic finance, controllership, accounting and tax.

Key responsibilities

• Build and maintain each client's financial model (assumptions, drivers, forecasts and scenarios) and prepare budgets and rolling forecasts.
• Run scenario analysis and deliver monthly variance analysis with forward-looking commentary.
• Set up KPI frameworks tied to client OKRs, turn operating data into financial insight, and draft board materials.
• Support fundraising with models, investor materials and diligence data rooms.
• Run or review month-end and year-end close, produce GAAP statements, track cash, working capital and AR/AP aging, and prepare schedules for external auditors.
• Onboard new clients, redesign close, billing, AR/AP and expense workflows, and automate recurring work with integrations and AI tools.
• Set up internal controls and financial policies, review bookkeeping and reconciliation, and turn successful practices into templates and playbooks.

Required profile

• 3 to 6 years in FP&A, corporate finance, accounting advisory, investment banking or a startup finance team.
• Bachelor's degree in finance, accounting, economics or a related field.
• Nice to have: CPA or CFA, experience at a client-facing firm, fundraising experience, experience setting up finance systems, familiarity with service businesses, and a second language.

Required skills

• Strong three-statement modeling and solid GAAP knowledge (accruals, revenue recognition, month-end close).
• Advanced Excel or Google Sheets.
• Clear writing and speaking, able to explain numbers to non-finance executives.
• Ability to handle several clients and deadlines at once.

What we offer

• Direct work with founders and executives on fundraising, pricing and cash decisions.
• A structured career path with promotions from within.
• The chance to shape how AI and automation change the finance function.