Strategic Financial Planner

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

This posting represents the type of Strategic Financial Planner roles featured within the Career Launch AI Private Job Board
.
It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive finance, strategy, and analytics-driven roles that may not appear on public job boards. This description reflects a typical early-career financial planning and strategy role accessible through our network.

More information is available .

A leading investment bank, corporate finance group, or strategy-oriented financial services firm may seek a Strategic Financial Planner to support long-term financial planning, performance analysis, and strategic decision-making
.

This role is well-suited for candidates interested in combining financial modeling, business strategy, and data-driven insights to influence capital allocation, growth initiatives, and executive-level planning.

Develop and maintain strategic financial models supporting long-term planning, budgeting, and forecasting

Analyze company performance, business unit economics, and key value drivers

Support capital allocation decisions
, including investment prioritization and resource deployment

Conduct scenario analysis and sensitivity testing to evaluate strategic alternatives

Prepare financial insights and recommendations for senior leadership and planning committees

Support annual planning cycles, rolling forecasts, and multi-year strategic plans

Conduct industry, competitive, and market analysis to inform strategic initiatives

Collaborate cross-functionally with finance, strategy, operations, and leadership teams

Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, or a related discipline

Strong interest in financial planning, strategy, and performance analysis

Solid foundation in financial modeling, forecasting, and valuation concepts

Strong analytical and critical thinking skills with attention to detail

Ability to synthesize quantitative analysis into clear strategic insights

Strong written and verbal communication skills

Prior internship or experience in FP&A, investment banking, consulting, corporate finance, or strategy is beneficial

Proficiency in Excel, PowerPoint, and financial analysis tools

This Strategic Financial Planner description reflects the types of opportunities available exclusively to Career Launch AI members, including:

Roles shared directly with Career Launch AI by employers

Opportunities not posted publicly

Warm introductions to hiring managers and recruiters

AI-supported job targeting and application support

Interview coaching focused on strategic thinking and financial planning cases

Career Launch AI members gain access to 1,000+ curated roles across:

Investment Banking

Corporate Finance & FP&A

Strategic Planning & Business Analytics

Private Equity & Venture Capital

Technology (FAANG-level and startups)

Product Management

Data, Operations, and more

Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive:

AI-powered job application automation

Warm introductions to decision-makers

Sector-specific resume optimization

Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

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