Strategic Finance Associate

Setpoint.io

Strategic Finance Associate at Setpoint managing financial strategy and cross-functional collaborations. Involved in reporting, forecasting, and operations optimization with a focus on scalability.

Posted 7/7/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $135,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial modeling and Excel proficiency while effectively managing cross-functional partnerships to drive strategic projects and operational improvements. Capable of delivering board-ready communications and ensuring alignment between financial goals and execution.

Highest-signal resume keywords

Financial ModelingExcel ProficiencyCross-Functional CollaborationStrategic Project ManagementPresentation Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingExcel ProficiencyKPI SettingReportingForecasting

Soft Skills

Communication SkillsProject ManagementPrioritizationProblem-Solving

Industry Keywords

Investment BankingManagement ConsultingHigh-Growth StartupOperational Improvement

About the role

Key responsibilities & impact

Partner cross-functionally with Sales, Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution.
Drive financial visibility by owning reporting, forecasting, KPI setting, and board-ready communications.
Lead strategic projects that require both financial rigor and operational follow-through — from building models to coordinating implementation across teams.
Step into critical gaps in company operations: streamline processes, improve internal systems, and ensure execution on key initiatives.
Act as a force multiplier for leadership by tackling high-priority projects (strategic finance, operations, or special projects) and ensuring nothing falls through the cracks.

Requirements

What you’ll need

4-5 years of relevant work experience with at least 2 years in Investment banking or Management Consulting and ideally, 2 years in a high-growth startup.
Strong financial modeling skills and Excel proficiency.
Excellent presentation and communication skills.
Ability to manage multiple priorities and drive projects independently.
Experience partnering with non-finance teams and explaining financial concepts to cross-functional stakeholders.

Benefits

Comp & perks

Competitive salaries
Stock options
Medical, dental, and vision coverage
401(k)
Short term and long term disability coverage
Flexible vacation