Strategic Finance Associate

Posted 4 Days Ago
New York, NY, USA
In-Office
120K-160K Annually
Mid level
Fintech • Information Technology • Software
Our Mission is to unleash the potential of private capital markets for entrepreneurs around the world.
The Role
Own financial planning, forecasting, performance analysis, unit economics, FP&A infrastructure, and strategic finance projects. Build and manage driver-based models, budgets, reforecasts, LTV/CAC analyses, dashboards, and leadership presentations. Partner with Go-To-Market leaders on growth strategy and performance, while using AI workflows and agents to automate recurring financial analysis.
Summary Generated by Built In
Strategic Finance Associate

Location: New York City

In-office: 3 days per week (Tues–Thurs)

Reports to: VP of Finance

Compensation: $120,000 – $160,000, plus equity

About Axial

Axial is the trusted online M&A platform connecting buyers and sellers of $5M–$100M American privately held companies. Used by 4,000+ acquirers and 3,000+ M&A advisors, our digital transaction platform improves the efficiency, confidentiality, and success of private company exits. In 2025, over 12,500 private companies pursued an exit via the platform. 

Axial is a founder-led, profitable company based in NYC with a hybrid office culture. We are the category leader in our market: long-term oriented, values-driven, and focused on member trust, operational excellence, and profitable growth.

Role Overview

We're hiring a Strategic Finance Associate to own the analytical work behind how Axial plans, measures performance, and allocates resources.

Reporting to the VP of Finance and working directly with the CEO and leadership team, you'll own the models we plan with, turn performance analysis into insight the whole company understands, build the unit economics that drive resource allocation, and build the infrastructure that enables the finance function to scale. 

Responsibilities
  • Planning & Forecasting: Drive Axial's financial planning by rebuilding and managing the driver-based operating and financial models, turning them into decision-making tools. Own the annual budget and quarterly reforecasts.
  • Performance Analysis: Lead monthly performance reviews and synthesize data into actionable insights and a cohesive narrative for leadership.
  • Unit Economics: Develop LTV/CAC models and contribution margin analysis to guide resource allocation decisions and build a shared understanding of our business model.
  • FP&A Infrastructure, Automation & AI: Maintain models, dashboards, and reporting architecture while leveraging AI workflows and agents to automate recurring financial analysis.
  • GTM & Commercial Finance: Partner directly with Go-To-Market leadership to drive growth strategy, set quarterly goals, and evaluate performance.
  • Strategic Finance Projects: Lead analysis to inform our largest decisions, such as pricing strategy, capital structure scenarios, and build vs. buy evaluations.
  • Internal & External Presentations: Prepare materials such as quarterly company-wide presentations and external business development decks.
How the finance team is structured

This is an individual contributor role with no direct reports. You'll own your workstreams end to end and partner with the CEO, Leadership, and Business Operations. 


  • VP of Finance: Your manager and the person you'll partner with most closely. Their remit spans finance, accounting, rev ops, HR, and legal.
  • Accounting: Manages monthly close, AP, tax, and financial operations. You'll rely on that output but will be required to understand the data. 
Qualifications
  • Experience: 2–5 years in IB, PE, consulting, corp dev, strategic finance, or FP&A.
  • Modeling: Strong three-statement, driver-based, and scenario modeling skills.
  • Analytical Rigor: A track record of structuring ambiguous problems and driving them to an answer.
  • Business Instinct: A sharp focus on extracting actionable takeaways from data.
  • Communication: Clear, concise writing and speaking, calibrated to the audience.
  • AI Fluency: Demonstrated use of LLMs and agents to automate meaningful work.
  • Ownership: Proactive, organized, and dependable, with consistent follow-through.
Working at Axial

We're a tight-knit team (~55 employees) in a modern Manhattan office (30th and Park) with a collegial atmosphere. We work hard and have fun together.

Benefits include:

  • Medical, dental, and vision (nearly 100% company-paid)
  • 401(k) program
  • Flexible vacation policy
  • Paid parental leave
  • Monthly health & wellness stipend
The values we subscribe to as a company
  • Obsess Over Member Trust. Your daily choices reflect that we facilitate life-altering transactions. You take that responsibility seriously.
  • Expect and Deliver Excellence. You're consistently excellent, so colleagues confidently partner with and rely on you. You're committed to continuous improvement.
  • Communication Matters. You communicate concisely and articulately, internally and externally, and listen well and genuinely.
  • Invent and Simplify. You're open-minded, seeking ideas that elevate the member experience and finding novel ways to simplify complex status quos.
  • Be an Owner. You think long-term about your decisions and invest real time in colleague relationships.

Additional information

Applicants must be authorized to work in the United States.


NY Pay Range
$120,000$160,000 USD

Skills Required

  • 2-5 years of experience in investment banking, private equity, consulting, corporate development, strategic finance, or FP&A
  • Strong three-statement, driver-based, and scenario modeling skills
  • Track record of structuring ambiguous problems and driving them to an answer
  • Strong business judgment and ability to extract actionable takeaways from data
  • Clear and concise written and verbal communication
  • Demonstrated use of LLMs and agents to automate meaningful work
  • Proactive, organized, dependable, and consistent follow-through
  • Authorization to work in the United States
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
30 Employees
Year Founded: 2009

What We Do

Axial (axial.net) operates the largest marketplace on the internet for buying, selling, and financing American small businesses (businesses with $5M-$100M in revenues). Over 20,000 professional investors, M&A advisors and CEOs use Axial's tools, data, and marketplace to source, manage and execute small business M&A transactions. Axial members have closed over 2,500 deals since 2010, amounting to more than $25 Billion in closed transaction volume. Market Overview At the core of the US economy are "lower middle market" businesses - businesses generating $5M to $100M in revenue. In the US alone, there are over 350,000 companies in this size range. These small businesses are neither large enough to go public, nor are they able to attract great advice from national or global investment banks. In addition, the wholesale absence of reliable data on transactions and market participants has made this the most broken underperforming segment of private capital markets. Axial is transforming the status quo in this capital market, providing companies, their trusted advisors, and their capital partners with high quality purpose-built tools, unique data, and marketplace infrastructure. Below are the values we subscribe to as a company: -- Obsess Over Member Trust: Your daily choices reflect your awareness that we facilitate vital life-altering transactions. You take this responsibility seriously and it’s top of mind. -- Expect and Deliver Excellence: You demonstrate consistency so that your colleagues feel confident partnering and relying on you. You demonstrate a personal commitment to continuous improvement. -- Communication Matters: You are concise and articulate in your communication, external or internal. You listen well and genuinely. -- Invent and Simplify: You are open-minded, looking for great new ideas that can elevate and even transform the member experience. You find novel ways to simplify complex status quos. -- Be an Owner: You think about the long-term effects of your decisions. You invest real time in building relationships with your colleagues.

Why Work With Us

We are a small and tight-knit team (currently 25 employees), and you’ll have the opportunity to have a direct impact on the the company. At Axial you will also enjoy: -- Robust medical, dental and vision insurance, paid for by Axial -- 401k program -- Unlimited vacation -- Health & Wellness reimbursement program -- Pre-tax commuter program

Gallery

Gallery

Similar Jobs

Toast Logo Toast

Strategic Finance Senior Associate

Cloud • Fintech • Food • Information Technology • Software • Hospitality
In-Office
New York City, NY, USA
5000 Employees
117K-187K Annually
In-Office
New York, NY, USA
255 Employees
In-Office
New York, NY, USA
2200 Employees
87K-114K Annually

Willow Wealth Logo Willow Wealth

Associate, Strategic Finance

Fintech • Financial Services
Hybrid
New York, NY, USA
140 Employees
125K-150K Annually

Similar Companies Hiring

Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Revel.io Thumbnail
Aerospace • Hardware • Robotics • Software
US
50 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account