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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial ModelingExcel ProficiencyKPI SettingReportingForecasting

Soft Skills

Communication SkillsProject ManagementPrioritizationProblem-Solving