Strategic Finance Associate

Fi

$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years in investment banking, consulting, venture capital, private equity, or similar analytical role
  • Expertise in financial modeling, forecasting, and unit economics; advanced Excel skills required
  • Familiarity with ROI, LTV/CAC, GAAP, and analytics tools like Tableau or SQL; VBA knowledge is a plus
  • Structured thinker capable of managing multiple priorities and simplifying complex data into actionable insights
  • Skilled in cross-functional collaboration to create coherent financial narratives from diverse inputs
  • Empathetic team player who supports colleagues with strong analytical and organizational capabilities
  • Commitment to measurement and accountability for effective influence and impact

Responsibilities

  • Own and maintain sales forecasts, financial models, and unit economics for decision-making
  • Collaborate with the Data team to analyze and report on business KPIs and consumer behavior drivers
  • Prepare clear, actionable reports for leadership and investors
  • Ensure financial accuracy in partnership with Accounting for overall business clarity
  • Work alongside the executive team on strategic initiatives and capital allocation, providing financial insights

Benefits

  • Flexible PTO for essential breaks and recharge
  • Comprehensive health coverage including medical, dental, and vision insurance
  • Access to wellness resources such as One Medical and Talkspace
  • Dog-friendly office policy allowing pets at work
  • Annual $500 donation opportunity to a dog charity of choice through the BarkBack Program
  • Complimentary Fi membership for your pet
  • Gift program enabling sharing Fi products with friends and family
Full Job Description
Fi is looking for a Strategic Finance Associate!

Fi is seeking a Strategic Finance Associate to provide strategic and analytical insights, support investor communications, and drive ROI-positive projects alongside senior management as the company scales. As the second hire for this team, you will play a pivotal role in equipping Fi's business leaders with data and tools to guide decision-making as we grow and explore new opportunities. The ideal candidate is a creative, persistent self-starter who thrives on analyzing complex data, contributing innovative ideas, and navigating ambiguity. Detail-oriented, humble, and a team player, you're eager to turn your passion for finance into real-world impact at a rapidly growing, investor-backed company.

What You'll Do:

  • Own and maintain Fi's sales forecasts, financial models, and unit economics to support high-stakes decision-making
  • Partner with the Data team to define, analyze, and report core business KPIs and key drivers of consumer behavior
  • Prepare clear, decision-ready reporting for leadership and investors
  • Work closely with Accounting to ensure financial accuracy, alignment, and clarity across the business
  • Partner with the executive team on strategic initiatives, capital allocation decisions, and scaling efforts, bringing financial rigor to the company's highest-impact opportunities


What You'll Bring:

  • 1-3 years of experience in investment banking, consulting, venture capital, private equity, or a similarly rigorous analytical environment
  • Strong financial modeling skills, including three-statement models, forecasting, and unit economics; advanced Excel fluency required
  • Working knowledge of ROI, LTV/CAC, GAAP, and modern analytics tools such as Tableau or SQL; VBA a plus
  • Structured, forward-looking thinker who can balance multiple priorities, bring clarity to complex situations, and translate messy data into sound decisions
  • Comfortable working cross-functionally and synthesizing inputs from across the business into a coherent financial narrative
  • Empathetic, collaborative partner who values diverse perspectives and supports teammates through strong analytical and organizational skills
  • Strong belief in measurement and accountability as the foundation for influence and impact


Why You'll Love Us:

  • Time to Recharge: Enjoy flexible PTO to take the breaks you need.
  • Top-Notch Health Coverage: We've got your back (and teeth and eyes) with full medical, dental, and vision insurance.
  • Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best.
  • Dog-Friendly Office: Bring your pup to work - they're part of the team, too.
  • Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program.
  • Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!
  • Love for Friends + Family: Share the Fi magic with loved ones through our gifting program.


$100,000 - $120,000 a year

The anticipated base salary range for this position is $100,000-$120,000. Actual compensation will vary based on multiple factors, including skills, experience, market conditions, and role scope, which may evolve during the hiring process. As a fast-growing Series B startup, Fi evaluates compensation opportunistically to align with the right candidate. This role is also eligible for equity compensation.

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