Teams at FinStrat Management

Supports fractional CFO client engagements through financial and operational data analysis, market research, KPI analysis, reporting, and written deliverables. The role identifies trends and inconsistencies, communicates insights, coordinates engagement tasks, builds client relationships, and uses Claude and other AI tools to accelerate research and analysis while validating outputs. It is designed for a proactive recent graduate with strong quantitative, communication, spreadsheet, and problem-solving skills.

Own financial models, standardized live Excel models, and reporting cadence for multiple startup clients. Use AI to accelerate variance analysis and commentary, produce CFO-ready dashboards and migrate clients to AWS QuickSight, partner with CFOs and clients, and flag data quality issues within FSM's centralized data infrastructure.

The Senior Financial Analyst will conduct detailed financial analyses, evaluate investment opportunities, prepare financial reports, and support strategic decisions to enhance client growth and financial health.