About Willow Wealth
Willow Wealth is a leading platform for private market investing, connecting individual investors with curated opportunities across real estate, private credit, private equity, and more. Founded in 2015, the platform has grown to serve more than 500,000 members with $6.9B+ invested since inception. The company has raised over $250M from leading institutional investors, such as Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners.
About the Role
We are seeking a talented, analytical and highly motivated Strategic Finance Associate who is eager to be a crucial part of the finance team. This is a high-powered team with diverse perspectives composed of former investment banking and private equity professionals. The role requires a strong understanding of core corporate finance, capital markets, and corporate strategy.
You will assist with the company’s short-term and long-term financial forecasting, key metric analysis, and financial reporting. You will also help with financial modeling and key strategic financial projects in addition to preparing Executive and Board level communications.
You’ll also have the opportunity to work cross-functionally and in close collaboration with company executive leadership, seasoned investment professionals, marketing & sales, technology & product, and legal teammates.
This is an opportunity to be part of a high-octane fintech company striving to put millions of people on the path towards financial independence. Willow Wealth is creating access to alternative investment opportunities historically unavailable to most individual investors.
Key Responsibilities
- Gain a deep understanding of business drivers and fundamentals to help solve complex business problems throughout the company
- Assist with forecasting and financial planning for the company, maintaining and improving long-term consolidated company forecast model
- Serve as operational finance partner to business teams around the organization, helping to define key metrics that will drive our business, measure our progress, and provide key financial insights
- Provide monthly financial reporting and insights, cost tracking, and KPI reporting to different teams across the company and the Board
- Play a key role in the annual budgeting process and monthly budget to actual reporting
- Assist the Executive Team on Board-level communications, including quarterly reporting packages and ad hoc analyses
- Support the Executive Team on corporate development and capital markets initiatives, including potential future capital raising, M&A, and warehouse financing
- Utilize data analytics to derive key insights on business performance
- Utilize AI to develop systems, processes, and tools that enable accurate, scalable, and timely financial reporting and forecasting
Qualifications
- 2-4 years of work experience in investment banking, consulting, private equity, or strategic finance
- Bachelor’s degree in Finance, Accounting or related field
- Microsoft Excel mastery required (with experience in building financial models, analyzing financial data and preparing financial reports)
- Heightened attention to detail – must be meticulous and consistently accurate
- Exceptional problem-solving, business judgment, and analytical skills
- Team player with excellent interpersonal, verbal and written communication skills
- High degree of intellectual curiosity with exceptional work ethic, and a can do/will do attitude
- Self-motivated, with proven success thriving in a highly dynamic and fast paced environment
- Experience with data analysis tools (Looker, Tableau, SQL) is a plus
What's in it for you:
Competitive compensation package, including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k match
Commuter benefit
Life insurance
Wellness stipend
This is a New York-based role. The base salary range for this position is USD 125,000 to 150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.
Skills Required
- 2-4 years of work experience in investment banking, consulting, private equity, or strategic finance
- Bachelor's degree in Finance, Accounting, or a related field
- Microsoft Excel mastery, including financial modeling, financial data analysis, and financial reporting
- Heightened attention to detail and consistent accuracy
- Exceptional problem-solving, business judgment, and analytical skills
- Excellent interpersonal, verbal, and written communication skills
- Ability to thrive in a dynamic and fast-paced environment
- Experience with Looker, Tableau, or SQL
Willow Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Willow Wealth and has not been reviewed or approved by Willow Wealth.
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Healthcare Strength — Healthcare coverage is positioned as a standard, modern package with medical, dental, and vision options. The offering appears aligned with typical tech/fintech expectations even though plan richness is not detailed publicly.
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Retirement Support — A 401(k) match is part of the stated benefits set, signaling employer participation in retirement savings. The exact match formula and vesting are not specified, but the presence of a match is a positive baseline.
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Equity Value & Accessibility — Equity options are included alongside salary, indicating an ownership component to total compensation. Access and value likely vary by role and level, but equity is presented as part of the package.
Willow Wealth Insights
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