Strategic Finance Associate

Finance · New York, New York
Department Finance
Employment Type Full-Time
Minimum Experience Mid-level

Want to work at a fast-growing and award-winning fintech company? In our first two years, we’ve nearly tripled headcount and added two new asset classes to our cutting-edge platform for financial advisors. As a cloud-based company, we transitioned seamlessly into a socially-distanced workforce in 2020 and, with a pace that hasn’t slowed, we’re on the lookout for smart, passionate, and collaborative talent to join our remotely connected team.


Job Description
We are seeking a Strategic Finance Associate to support our financial forecasting, strategic business planning, investor and board reporting, and data analytics capabilities – all while managing the day-to-day financial operations of a high-growth fintech company. This is a high-impact, high-visibility role that will offer continuous learning and growth opportunities as the company scales rapidly.


How You Will Fulfill Your Potential

  • Manage the company’s operating model
  • Coordinate cross-functionally for expense and headcount planning
  • Manage platform transaction volume across asset classes for revenue calculation and reporting
  • Partner with People Operations on HRIS data, headcount tracking and workforce analytics
  • Partner with Accounting on monthly close processes and forecast variances
  • Track monthly cash flow and drive accounts payable and receivable processes
  • Support annual audit workflow
  • Ad hoc financial models and presentations to support strategic planning, investor reporting, board materials, etc.

What We’re Looking For

  • 2+ years experience in investment banking, high-growth corporate finance, or private equity
  • Bachelor’s degree demonstrating excellent academic performance
  • Excel and PowerPoint “power user” with ability to analyze large data sets
  • Outstanding financial modeling and strong understanding of GAAP financial statements
  • Organized and detail-oriented, with ability to prioritize and switch gears in a fast-paced environment
  • Excellent interpersonal and communication skills (verbal, written, presentation)


Preferred Qualifications

  • Experience in Fintech or broker-dealer space
  • Experience with NetSuite or Quickbooks
  • Experience with BI tools such as Tableau or Lookr


We offer a competitive salary and benefits, the chance to work with a curated team of top-notch, highly creative talent, and a fun and agile work environment with many perks in the heart of New York City’s Chelsea district but are operating remotely through at least summer 2021.


SIMON Markets is a fast-growing and award-winning FinTech company, on the lookout for smart, collaborative talent to join our team.  

Originally founded within Goldman Sachs, SIMON Markets spun-out in December 2018 under the shared ownership and direction of seven leading financial institutions. Our team works to build transparency around complex, risk-managed financial products by way of a single, modern platform. Our platform provides financial advisors with access to multi-issuer solutions, a depth of educational tools, and advanced post-trade analysis that hasn’t before been possible.

By combining state-of-the art technology with the leadership of niche industry experts and an agile start-up mentality, SIMON is well-positioned to reshape our industry. We are leading the way in a space we helped create, we are passionate about pushing boundaries, and we are growing like crazy.

Thank You

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  • Location
    New York, New York
  • Department
  • Employment Type
  • Minimum Experience