Finance Analyst / Associate to the CFO

About the Role

A well-funded fintech company is building out its early-stage finance function in New York City and looking for a sharp, ambitious Finance Analyst or Associate to work directly alongside executive leadership. This is a rare opportunity to be one of the first finance hires on the ground — sitting alongside the CFO from day one, with broad ownership across budgeting, forecasting, investor reporting, and operational finance. If you want to shape a finance function from scratch at a fast-growing fintech, this role is for you.

What You'll Do

  • Partner directly with the CFO and collaborate closely with the CEO office on day-to-day finance operations
  • Prepare investor reporting packages and materials for board meetings
  • Lead budgeting and forecasting efforts to support strategic growth planning
  • Execute operational finance work required to run a scaling fintech business
  • Help design and implement finance processes grounded in lean principles and AI-enabled tooling
  • Take broad ownership of finance initiatives across the organization

What We're Looking For

Required:

  • 1–4 years of experience in finance, FP&A, or a closely related field
  • Strong financial modeling skills and advanced Excel proficiency
  • Experience with budgeting, forecasting, and financial planning
  • Experience preparing investor reporting and board materials
  • Ability to collaborate effectively with C-suite executives and cross-functional teams
  • Low ego, high ambition, and a collaborative mindset
  • Strong academic background and solid finance fundamentals
  • Must be authorized to work in the United States without visa sponsorship
  • Located in New York City or willing to relocate

Nice to Have:

  • Experience in fintech, startup, or high-growth scale-up environments
  • Familiarity with lean principles and AI-enabled finance processes

Location

This is a fully on-site role based in New York City, NY. Candidates must be located in NYC or willing to relocate. No visa sponsorship is available.

Why This Role

  • High ownership and direct exposure to executive leadership from day one
  • Opportunity to build a finance function from the ground up at a well-funded fintech
  • Work at the intersection of finance, technology, and lean operational design
  • Fast-moving, collaborative culture that values initiative over hierarchy
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