Strategic Finance AVP

2 weeks ago


Austin Texas Metropolitan Area, United States Atlantic Group Full time $120,000 - $180,000 per year

Atlantic Group is hiring a Strategic Finance AVP in Austin, TX for our client. This in-office role drives strategic initiatives, financial modeling, and market analysis across PE, credit, and mortgage investments. You will evaluate new business opportunities, support long-term planning, and lead financial strategy to drive growth. Ideal for finance professionals with experience in investment banking, corporate strategy, or real estate finance.

Responsibilities as the Strategic Finance AVP:

  • Strategic Planning:
    Identify and evaluate new business initiatives, market opportunities, and product strategies to support growth.
  • Financial Modeling & Analysis:
    Develop detailed financial models and business cases for investments, forecasts, and performance assessments.
  • Business Development:
    Collaborate with leadership on prospecting, client engagement, and pitch preparation for institutional investors.
  • Client & Investor Relations:
    Maintain and strengthen relationships with key institutional clients and partners to drive strategic value.
  • Cross-Functional Collaboration:
    Partner with fundraising, asset management, and operations teams to align business objectives and improve efficiency.

Qualifications for the Strategic Finance AVP:

  • Education:
    Bachelor's degree in Finance, Economics, Business Administration, or a related field required (MBA or CFA strongly preferred).
  • Experience:
    5+ years in strategic finance, investment banking, corporate development, or consulting within financial services, real estate, or mortgage sectors.
  • Technical Skills:
    Advanced proficiency in Microsoft Excel and PowerPoint, with experience in financial modeling, valuation tools, and data visualization platforms preferred.
  • Industry Knowledge:
    Strong understanding of the residential mortgage market, whole loans, mortgage-backed securities, and investment operations preferred.
  • Skills & Attributes:
    Analytical and strategic, with strong communication skills, attention to detail, and ability to excel in fast-paced, collaborative settings.

Note: Qualified candidates will be contacted. If an applicant is not chosen, we will keep your resume on file for future opportunities and may contact you for further discussion.

Job#: 46860



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