Strategic Finance Professional
3 weeks ago
Job Title: Strategic Finance Professional
About UsDriveWealth is a cutting-edge financial technology organization dedicated to democratizing access to financial freedom globally. Our mission is realized through an API-based platform, empowering partners to offer seamless investing and trading experiences to clients worldwide.
We are a dynamic team blending the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do.
Salary$100,000 - $120,000 per year
About the RoleThis role is part of our Global Strategy and Business Operations team, collaborating closely with executive management to define and execute key strategic initiatives, driving growth and supporting strategic transactions. You will work directly with the Chief Financial Officer and collaborate cross-functionally with leaders and executives to drive high-impact projects.
Your responsibilities will include developing, enhancing, and maintaining strategic financial models to guide business decisions and align with company priorities, conducting in-depth competitive analysis, and supporting strategic initiatives such as investments, partnerships, M&A, and other high-priority corporate development activities.
You will also produce bi-weekly business reports for the executive team, curating critical industry insights, earnings updates, and competitor analyses that shape strategic decision-making. Additionally, you will leverage data and industry knowledge to identify new strategic opportunities and contribute to long-term planning and forecasting efforts.
Requirements- 1-2 years of experience in investment banking
- Proficiency in financial modeling with a proven ability to develop, own, and explain complex models in Excel
- Exceptional communication skills to work effectively with senior management and external stakeholders
- Strong project management abilities to handle multiple priorities, adapt to shifting demands, and collaborate with stakeholders
- Competitive medical, dental, and vision insurance options
- Mental Health and family planning services
- Unlimited paid time off with ten observed holidays
- Pre-tax commuter benefits
- $75 a month in fitness and wellness reimbursement
- Company-provided phone
- Hybrid work experience that allows for flexibility
- Daily lunch stipend, unlimited snacks, and engaging office space in the Financial District
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