Strategic Finance Associate

Strategic Finance Associate

Requirements

• 2–4 years of experience in investment banking, consulting, corporate finance, or strategic finance roles
• Proficiency in financial modeling and analysis
• High proficiency in Excel; experience with BI tools is a plus
• A ‘take ownership’ mentality in their work. Able to effectively manage workload and prioritize and streamline tasks to ensure quality and accuracy
• Ability to synthesize large quantities of complex data into actionable information in written materials, presentations, financial models, and data analysis
• Excellent oral and written communication skills
• Excellent relationship-building skills
• Demonstrated ability to collaborate with both finance and non-financial people

Responsibilities

• Lead the creation and maintenance of detailed financial models (e.g., consolidated forecasts, P&L, cash flow, LTV:CAC, sales pipeline, etc.)
• Support long-range planning and scenario analysis to inform corporate strategy
• Act as a trusted thought partner to the CEO and the management team by providing financial insight into key business decisions
• Develop and track key performance indicators (KPIs), build dashboards, and deliver insights to optimize performance
• Prepare monthly and quarterly reporting packages highlighting key financial results, business metrics, and performance against forecasts
• Manage Coast’s warehouse operations along with VP of Financial Operations
• Support Coast’s capital markets strategy, including debt and equity structuring and modeling
• Assist with investor due diligence processes, data room management, and financial storytelling
• Monitor market trends and benchmark Coast’s performance against peers and industry standards
• Collaborate with external stakeholders such as banks, investors, and financial advisors
• Partner with Sales and DealOps to evaluate custom pricing proposals and ensure alignment with financial targets
• Analyze customer deal economics, including margin, CAC payback, and lifetime value, to inform pricing strategy
• Develop scalable pricing frameworks to support enterprise and mid-market growth
• Identify areas for financial and operational efficiency improvements across the organization
• Collaborate with business units to implement productivity-boosting initiatives
• Serve as a liaison between Finance and functional teams to drive alignment and execution on strategic projects

Preferred Qualifications

• Investment banking experience
• Experience in B2B SaaS or Fintech startups
• Entrepreneurial experience