SUMMUS

Finance Associate

SUMMUS

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $115,000 - $140,000 per year

About the role

  • Own and maintain the company’s financial model, including forecasting, scenario analysis, and variance tracking
  • Build analyses and presentations to support fundraising, board meetings, and strategic planning
  • Partner with cross-functional teams (Sales, Marketing, Product, Engineering, RevOps, Clinical, and Member Experience) to develop KPIs and enable data-driven decision-making
  • Lead annual strategic planning and budgeting in close partnership with the VP Finance and the executive leadership team
  • Own accounts receivable and accounts payable processes, ensuring accuracy, timeliness, and clean financial records
  • Support business development and strategic partnership initiatives, including financial diligence and deal structuring
  • Drive operational improvements by designing workflows that optimize financial and operational performance
  • Prepare ad hoc analyses for the executive team on emerging opportunities, competitive dynamics, and market trends
  • Leverage AI tools to drive efficiency and impact across Finance workstreams

Requirements

  • 2–4 years of experience in investment banking, management consulting, or a finance position at technology startup
  • Exceptional financial modeling, valuation, and analytical skills
  • Advanced proficiency in Excel and PowerPoint; comfort working with large data sets
  • Strong written and verbal communication skills with the ability to distill complexity into clear, actionable insights
  • Detail-oriented with a high bar for accuracy and quality of work product
  • Collaborative mindset with the ability to work effectively across teams and levels of seniority
  • Receptive to coaching and feedback; eager to learn and grow
  • Bachelor’s degree required; familiarity with QuickBooks or similar accounting software is a plus
Benefits
  • Medical, dental, and vision insurance for you and your dependents
  • 401(k) with company match (Traditional & Roth)
  • Company-paid life, AD&D, and disability coverage
  • Optional supplemental life insurance
  • FSA and HSA options
  • Paid parental leave for all caregivers
  • Complimentary access to the Summus platform for you and your loved ones
  • Unlimited PTO + paid holidays, sick time, bereavement, and a Volunteer Day Off
  • Flexible, team-first culture with remote or hybrid work depending on role
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial modelingforecastingscenario analysisvariance trackingvaluationanalytical skillsdata analysisbudgetingaccounts receivableaccounts payable
Soft Skills
written communicationverbal communicationdetail-orientedcollaborative mindsetreceptive to coachingeager to learnstrategic thinkingproblem-solvingpresentation skillsdecision-making