Director of Strategic Finance

Lead

Director of Strategic Finance at fintech firm driving initiatives and overseeing capital structure. Collaborates with CFO to enhance the organization's financial strategy and operations.

Posted 4/22/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $205,000 - $229,240 per yearWebsite

About the role

Key responsibilities & impact

Assist the CFO in leading mission-critical projects, including the implementation of AI-driven finance tools, workflow automation, and the enhancement of data accuracy across the organization.
Design and execute a scalable capital strategy; lead the development of warehouse facilities, forward flow arrangements, and the eventual establishment of Asset-Backed Securities (ABS) facilities.
Utilize your investment banking or private equity background to develop sophisticated pricing structures for lending products and optimize capital allocation across the balance sheet.
Create a rigorous, standardized approach to pricing and structuring new partnerships, ensuring all deals are supported by detailed, multi-scenario financial models.
Coordinate across FP&A, Product Finance, and Accounting to ensure strategic goals are integrated into the bank’s long-range plans and daily operations.
Leverage and expand long-standing relationships within the Private Equity and structured finance communities to support the bank’s funding and liquidity needs.
Build and maintain the "source of truth" financial models that define the bank’s path to significant scale and long-term profitability.
Serve as a subject matter expert to the executive team on financial restructuring, market trends, and competitive positioning.
Perform other duties as assigned

Requirements

What you’ll need

10–12+ years of experience in high-level finance roles, with a mandatory background in Investment Banking (M&A or Leveraged Finance) and/or Private Equity investing.
Deep mastery of complex financial modeling, capital markets structuring, and balance sheet management. Specific experience with ABS, warehouse lending, or structured credit is highly preferred.
Proven track record in financial restructuring and a demonstrated ability to develop strategies for companies undergoing rapid, significant scaling.
Ability to see beyond the numbers to the broader business implications, coupled with the 'tenured' presence required to work alongside PE partners and institutional investors.
Exceptional interpersonal and presentation skills; ability to synthesize highly technical financial structures for the Board of Directors and non-financial stakeholders.
Experience managing department-wide projects and the ability to drive outcomes in a fluid, high-autonomy environment.
Bachelor’s degree in Finance, Economics, or a related field; MBA or CFA designation is strongly preferred.
Action-oriented, curious, and comfortable navigating the ambiguity of a thriving, evolving financial institution.

Benefits

Comp & perks

Competitive compensation, including opportunities for equity grants and cash bonus, based on experience, geographic location, and role
Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
Paid parental leave
Flexible vacation policy, including PTO and paid holidays
A fun and challenging team environment in a dynamic industry with ample opportunities for career growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingcapital markets structuringbalance sheet managementpricing structuresworkflow automationdata accuracyAsset-Backed Securities (ABS)warehouse lendingstructured creditfinancial restructuring

Soft Skills

interpersonal skillspresentation skillsstrategic thinkingsynthesis of technical informationproject managementaction-orientedcuriosityadaptabilityleadershipcommunication

Certifications

MBACFA