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Strategic Finance Associate

New York, New York, United States

Beacon Platform was founded in 2014 by Kirat Singh and Mark Higgins, industry leaders in building and designing enterprise-scale trading, analytics, and risk management platforms. Our products enable financial institutions of all sizes to operationalize front-office development at enterprise scale on the cloud. The Platform consists of Beacon Front Office Suite for cross-asset management of trades, positions and risk, and Beacon Core, an integrated development and operating platform that enables quants and software engineers to collaboratively develop and continuously deploy business solutions. Beacon’s open architecture and transparent source-code model empower clients to achieve their business goals while maintaining unparalleled ownership of the full technology stack.

Job Summary: The Strategic Finance Associate will be responsible for supporting the company’s financial planning, budgeting, forecasting, and analysis functions. This role requires a strong analytical mindset, excellent problem-solving skills, and the ability to work collaboratively across departments. The successful candidate will provide valuable insights to senior management, helping to shape the company’s financial strategy and drive business performance.

 

Key Responsibilities:

  1. Strategic Financial Analysis:
    • Conduct comprehensive financial analysis to support strategic initiatives, including market expansion, product development, and M&A activities.
    • Provide financial insights and recommendations to senior management based on analysis of business performance and market trends.
    • Develop and present financial reports and dashboards to executive leadership.
  2. Financial Planning and Analysis (FP&A):
    • Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans.
    • Develop and maintain financial models to support business planning and decision-making.
    • Analyze financial performance against budgets and forecasts, identifying trends and variances.
  3. Operational Support:
    • Collaborate with cross-functional teams to gather and analyze financial data, ensuring accuracy and completeness.
    • Support the development of key performance indicators (KPIs) and monitor performance against targets.
    • Assist in the preparation of board materials, investor presentations, and other executive communications.

 

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 2-4 years of experience in investment banking, consulting, or a related field.
  • Strong proficiency in financial modeling, forecasting, and analysis.
  • Advanced knowledge of Microsoft Excel and financial software/tools.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Strong communication and presentation skills, with the ability to convey complex financial information clearly.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • High attention to detail and accuracy.

 

Expected Salary Range: $125,000 - $140,000

 

What You’ll Love About Beacon

  • Unlimited PTO - This isn’t your typical unlimited PTO plan. All employees take at least 20 days off a year. After that? Take the time off you need to strike the perfect work/life balance for you.
  • 10 paid company holidays
  • 401k plan with matching contributions
  • Charitable donation matching
  • Access to Udemy - An online learning and teaching marketplace with over 185,000 courses. Learn programming, marketing, and data science, or brush up on your public speaking and writing skills.
  • Startup Culture - Our employees have a voice and can make a big impact across the organization. A lot of people in large companies don’t feel connected to what they’re doing and feel like they’re put in a box. Here you will have the freedom to be creative and innovative. We’re looking for smart, driven people to help us reach the next level. 

Beacon does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. Beacon encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

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