Senior Associate, Strategic Finance

Senior Associate, Strategic Finance | Investment Firm | Stamford, CT, three days a week on site

We're recruiting for one of our most dynamic clients, a high-growth, multi-strategy investment firm that builds and scales businesses across oil and gas, industrials, technology, healthcare, AI, and data centers. They're looking for a Senior Associate to join their Strategic Finance team, sitting at the fund level with high operational involvement in the portfolio companies and reporting to the Director of Strategic Finance.

This is a great opportunity for someone coming straight out of PE or investment banking who wants to get operator experience
but simultaneously stay in a high finance environment,
without the hours of PE or IB.

• Run the budgeting, forecasting, and variance analysis cycle for a defined group of entities, including building and maintaining the 3-statement models behind it
• Build scenario and sensitivity models for the firm's 3-year strategic plan, and develop ad hoc business cases you'll present directly to senior leadership
• Manage planning and reporting through the team's CPM platform (One Stream or similar), and push for ways AI and automation can speed up and sharpen the work
• Support month-end close, protect GL integrity, and keep every reporting and analytical output GAAP compliant
• Full ownership of the process end to end, from raw data through to a narrative senior leadership can act on

• 5-7 years of progressive PE or investment banking experience, ideally including exposure to complex, multi-entity, or multinational structures
• Strong Excel and financial modeling ability, able to build a 3-statement model solo and stand behind every line of it
• A genuine interest in applying AI and automation to how a finance team operates, not just something you talk about
• Confidence presenting to senior leadership and holding your own in the room
• A plus if you've been through a system implementation or finance transformation and have the scars to prove it

Base compensation of $150,000-$180,000 + 15-20% bonus target, but they are flexible for the right candidate. Strong medical coverage, & a 401(k) match.