Better Money.
Strategic Finance Lead
Location
United States
Posted
22 days ago
Salary
$180K - $198K / year
Job Description
Job Requirements
- 7–12 years in investment banking, corporate finance, private credit, capital markets, fintech finance, or similarly rigorous environments
- Experience modeling credit or balance sheet-driven businesses
- Strong intuition for cost of capital, financial structuring, and capital efficiency
- Experience working cross-functionally with treasury, accounting, data, or product teams
- Experience supporting senior leaders and interacting with boards or investors
- Advanced financial modeling skills (multi-scenario, sensitivity, stress testing)
- Clear, concise communicator - able to turn complexity into insight
- High ownership mindset; comfortable building from zero
- Fintech, financial services, or crypto experience is a plus
Benefits
- Equity in a high-growth startup
- Health, dental, and vision insurance premium contributions; short & long-term disability insurance and basic life insurance
- Cell phone and internet reimbursement
- Flexible PTO, sick leave & parental leave
- Access to a company 401k plan
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Wealth Advisor - Bay Ridge, Brooklyn
CitizensAs one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation
The Private Client Financial Advisor develops tailored wealth management strategies, enhances client relationships, and promotes financial services to meet client goals.
Wealth Advisor - Norristown, PA
CitizensAs one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation
Branch-based wealth advisor who builds personalized wealth management plans, grows client relationships through outreach and partner referrals, and coordinates with specialists on investments, insurance, and estate planning.
Wealth Advisor - Johnston, RI
CitizensAs one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation
Branch-based Wealth Advisor who builds and manages personalized wealth management practices, grows client relationships through outreach and partner referrals, and coordinates with specialists to deliver financial planning, investment management, insurance, and estate planning services.
Virtual Wealth Advisor - West Hartford, CT
CitizensAs one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation
Provide virtual investment and insurance advice to mass-affluent clients, analyze financial situations, recommend strategies and products, meet sales goals, grow client relationships, and ensure regulatory compliance while working hybrid from a corporate office.
