Strategic Finance Associate

Setpoint$135K — $145K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-5 years of relevant work experience, including 2 years in Investment banking or Management Consulting
  • Ideally, 2 years in a high-growth startup
  • Strong financial modeling skills and Excel proficiency
  • Excellent presentation and communication skills
  • Ability to manage multiple priorities and drive projects independently

Responsibilities

  • Partner cross-functionally with teams to align financial goals with daily tasks
  • Drive financial visibility by managing reporting, forecasting, and communications
  • Lead strategic projects, building models and coordinating implementation across teams
  • Streamline processes and improve internal systems to close operational gaps
  • Serve as a force multiplier for leadership by managing high-priority projects effectively

Benefits

  • Competitive salaries
  • Stock options
  • Medical, dental, and vision coverage
  • 401(k) plan
  • Short-term and long-term disability coverage
  • Flexible vacation policy
  • Hybrid work model with in-office expectations
Full Job Description
About the Role

We're looking for a Strategic Finance Associate to join our Finance team and serve as a true business generalist. This is not a narrow FP&A role - you'll partner directly with the VP of Finance and play a critical part in driving company-wide initiatives. From shaping financial strategy to supporting day-to-day operations, you'll be trusted to take on whatever the business needs most at any given moment.

This is a high-impact, highly visible role where no two days look the same. You'll build financial models, prepare board materials, support cross-functional projects, and step in as a problem-solver for the company's most pressing priorities.
Who Will Love This Job
  • A self-starter: You thrive with autonomy and enjoy owning complex projects end-to-end.
  • A structured thinker: You can bring clarity to ambiguous problems and communicate clearly with stakeholders.
  • A sharp analyst: You love digging into data and building financial models that drive key decisions.
  • A cross-functional collaborator: You enjoy working closely with sales, operations, product, and engineering teams.
  • A builder: You're excited about scaling finance at a fast-growing company.
What You'll Do
  • Partner cross-functionally with Sales, Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution.
  • Drive financial visibility by owning reporting, forecasting, KPI setting, and board-ready communications.
  • Lead strategic projects that require both financial rigor and operational follow-through - from building models to coordinating implementation across teams.
  • Step into critical gaps in company operations: streamline processes, improve internal systems, and ensure execution on key initiatives.
  • Act as a force multiplier for leadership by tackling high-priority projects (strategic finance, operations, or special projects) and ensuring nothing falls through the cracks.
You Should Have
  • 4-5 years of relevant work experience with at least 2 years in Investment banking or Management Consulting and ideally, 2 years in a high-growth startup.
  • Strong financial modeling skills and Excel proficiency.
  • Excellent presentation and communication skills.
  • Ability to manage multiple priorities and drive projects independently.
  • Experience partnering with non-finance teams and explaining financial concepts to cross-functional stakeholders.


Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint's technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder's 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital.

We offer a comprehensive benefits package that includes competitive salaries, stock options, medical, dental, and vision coverage, 401(k), short term and long term disability coverage, and flexible vacation. We have offices in Austin, TX, New York City, NY, and Salt Lake City, UT with hybrid roles based in these locations and an expectation of two days a week in office (Tuesdays and Thursdays).

Compensation: $135,000 - $145,000 OTE dependent on multiple factors, which may include the successful candidate's skills, experience and other qualifications.

About Setpoint

Setpoint Careers

Joining Setpoint presents an unparalleled opportunity to advance a career in an environment that encourages innovation, leadership, and professional growth. Setpoint, a leader in the industry, is renowned for its commitment to diversity and offers extensive employment opportunities that cater to a variety of skills and experiences.

Explore Job Opportunities

Setpoint is actively seeking talented individuals for a range of job opportunities designed to foster career advancement and personal growth. Interested candidates can explore positions that align with their professional skills and career aspirations.

Experience the Culture and Benefits

Setpoint is dedicated to creating a supportive workplace culture that values diversity and inclusion. Employees enjoy a comprehensive benefits package that supports both their professional and personal lives, enhancing job satisfaction and team cohesion.

Engage in Professional Growth and Development

Setpoint believes in nurturing talent through effective leadership and diversity training programs that encourage professional development and innovation. The company offers various pathways for growth, including leadership roles and specialized projects that challenge and develop its team members.

Internship Programs

For those beginning their careers, Setpoint offers internship programs that provide a robust foundation in the industry. Internships are a gateway to full-time employment, offering hands-on experience and networking opportunities that are critical in today’s job market.

Join the Team

Setpoint is hiring! The company looks for driven, curious, and innovative professionals to join its team. Candidates are encouraged to submit a resume and prepare for an interview where they can showcase their qualifications and learn more about the unique advantages of working at Setpoint.

Networking and Career Development

Setpoint hosts and participates in numerous networking events that are perfect for professionals looking to expand their industry connections and engage with like-minded peers. These events are valuable for gaining insights into future career opportunities and industry trends.

Stay Informed

Candidates interested in Setpoint can stay updated on new job openings and company news by subscribing to the Setpoint Careers newsletter. This resource provides valuable information to help potential applicants stay ahead in their job search and application process.

Apply Today

Setpoint invites professionals to explore the current openings and apply through the Setpoint Jobs portal. Each position offers a unique opportunity to contribute to the company’s success while advancing personal and professional goals.

Discover More

Learn more about how Setpoint leads the way in employee satisfaction, innovative projects, and career advancement by visiting the Setpoint Careers page. Here, potential candidates can find additional resources to help prepare for their application and future at Setpoint.
Learn more about Setpoint

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