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Strategic Finance Associate
PlumStrategic Finance Associate supporting financial health and growth initiatives at Plum, your smart saving and investing app. Collaborate across teams to ensure robust analysis and strategic insight.
About the role
Key responsibilities & impact- Partner with the business (in particular product and marketing / growth) to make sure we prioritising the right initiatives;
- Evaluate the economics and pricing for potential initiatives;
- Build and own financial models, including scenario and in-depth ad-hoc analysis
- Use AI to drive analysis and insight faster (our team now uses Claude Code on a daily basis)
- Develop frameworks to gain insights into revenue, costs, margins;
- Build strong relationships with key stakeholders, becoming a trusted strategic partner;
- Support on fundraising, investor management, board reporting;
- Embrace automation / AI across all Finance processes.
Requirements
What you’ll need- 2+ years of experience in investment banking, consulting or high-growth start ups
- Robust knowledge of Excel and complex financial modeling - confident in setting up models and processes from scratch
- Strong analytical background and experience using data to drive insight
- Experience using AI agent to drive analysis and improve processes
- Attention to detail and problem-solving skills
- Taking ownership of your work and collaborating as a team player
- Ability to influence senior leaders and present complex financial data with confidence and clarity
- Nice to have:
- Experience in fintech
- Experience in cross-functional partnering
Benefits
Comp & perks- Own part of the company through stock options 💷
- Private health insurance
- Annual training budget
- Free Plum Boost Subscription
- Flexible approach to remote working: we encourage at least 2 days a week in one of our beautiful offices in London, Athens or Cyprus
- Team breakfasts and team lunches.
- 25 days holiday + bank holidays
- 45 work-from-anywhere days: giving you the flexibility to work your way.
- 2 weeks sabbatical after 4 years to take the break you deserve.
- Enhanced parental leave
- 1 paid volunteering day annually
- Annual team trip: to a surprise destination!
- A fun, inclusive company culture (think 🦄🌈💯)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingdata analysisExcelscenario analysisad-hoc analysisautomationAIcomplex financial modeling
Soft Skills
attention to detailproblem-solvingcollaborationinfluencecommunicationownership