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.

 

Meet SIMON
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

Your application was submitted successfully.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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