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Strategic Finance Analyst
| Company | CAIS |
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| Location | New York, NY, USA |
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| Salary | $80000 – $105000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior |
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Requirements
- 1 + years in a data-driven finance, consulting, or fintech role
- Bachelor’s in Finance, Economics, Computer Science, Data Science, Engineering, Math, or related field
- Proficiency in SQL for data transformation and analysis (Snowflake experience a plus)
- Demonstrated skill with at least one BI tool (Tableau, Looker, or Power BI)
- Advanced Excel and financial-modeling capability; solid grasp of P&L and forecasting concepts
- Strong PowerPoint skills and storytelling ability for technical and non-technical audiences
- Proven success juggling multiple priorities in a fast-paced environment with high ownership
Responsibilities
- Liaise with Data and Engineering teams to develop scalable SQL-based data pipelines, improving reporting speed and accuracy
- Continuously improve workflows, identifying opportunities to automate and standardize reporting
- Develop interactive Tableau dashboards tracking KPIs, unit economics, and P&L trends
- Consolidate results and craft presentations that drive data-backed decision making
- Maintain and refine the company-wide financial model
- Build scenario model tools to evaluate new product and market initiatives
- Prepare management- and board-ready presentations summarizing performance, forecasts, and strategic initiatives
- Translate leadership questions into concise analyses and recommendations
- With guidance from senior team members, support special projects that analyze the impact of proposed business decisions
Preferred Qualifications
- Experience with alternative-investment products or wealth-management platforms
- Familiarity with Python for data analysis and automation
- Knowledge of GAAP/IFRS principles and revenue recognition
- Prior experience building dashboards adopted by cross-functional teams
