Senior Financial Analyst, CFA Charterholder

🕒 November 19, 2025

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FinStrat Management, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

FinStrat Management, Inc. is a financial services company that specializes in providing accounting, finance, and reporting solutions for SaaS, AI-driven, and venture-backed companies. The firm offers a range of services including fractional CFO, controller, and bookkeeping, as well as VC fund accounting and administration. Additionally, they provide portfolio company monitoring and private asset tracking and reporting services tailored for high-net-worth individuals, family offices, and VCs. FinStrat leverages AI tools to enhance financial operations and deliver GAAP-compliant financial insights through web-based dashboards.

📋 Description

• Conduct in-depth financial analysis to support strategic initiatives and business decisions • Develop, maintain, and improve complex financial models and forecasting tools • Prepare monthly, quarterly, and annual financial reports and present key findings to senior management • Analyze trends in financial performance and provide recommendations for improvement • Perform research and financial / investment due diligence on private and public assets, including early-stage companies, VC funds, and real estate. • Evaluate investment opportunities and support capital allocation decisions • Prepare financial / investment due diligence reports for internal and external clients • Partner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processes • Assist in scenario and sensitivity analysis for key business drivers • Monitor economic, industry, and market trends and assess their impact on the company’s financial plans • Support M&A activities, including due diligence, valuation modeling, and integration planning

🎯 Requirements

• CFA Charterholder (required) • Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or Master’s degree preferred) • 5+ years of progressive experience in financial analysis, corporate finance, or investment banking • Advanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems • Investment due diligence experience with both public and private companies • Strong analytical, problem-solving, and presentation skills • Excellent written and verbal communication skills • Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment

🏖️ Benefits

• Unlimited vacation • Ongoing education and training • Bonuses