Strategic Finance Associate

Posted Yesterday
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London, Greater London, England, GBR
In-Office
Junior
Artificial Intelligence • Fintech • Software • Financial Services
The Role
Partner with product and growth teams to evaluate initiatives, build and own financial models, analyze unit economics and pricing, drive insights using AI, support fundraising and investor relations, and automate finance processes to prepare the business for scale.
Summary Generated by Built In

Hey! We’re Plum, your smart saving and investing app on a mission to help grow money for life. Whether you’re stashing the cash for tea and toast in your first home or catching some rays during retirement, Plum’s got your back.

Since 2016, over 2 million people in 10 European markets have set aside more than £3 billion with our clever automation and AI – that’s the magic of Plum! As recognition for our work, we’ve received awards from the likes of Deloitte, Finder, and more.

That’s all down to our passionate team of 260+ Plumsters, who work around Europe to help us achieve our mission. And now we’re looking for more brilliant people to join us on our journey.

The Team & The Role

As a Strategic Finance Associate you will be part of our Finance Team and work closely with the Partnerships and Product teams, to make sure Plum is in good financial health and well prepared for scale! 

Typical areas of focus will include: partnering with functional owners, evaluating growth initiatives, financial analysis, business case modeling, unit economics analysis and investor relations. The role will fit someone who is proactive, hands on, analytical and curious about how to build a business sustainably. 

What You Will Do

  • Partner with the business (in particular product and marketing / growth) to make sure we prioritising the right initiatives;
  • Evaluate the economics and pricing for potential initiatives;
  • Build and own financial models, including scenario and in-depth ad-hoc analysis
  • Use AI to drive analysis and insight faster (our team now uses Claude Code on a daily basis)
  • Develop frameworks to gain insights into revenue, costs, margins;
  • Build strong relationships with key stakeholders, becoming a trusted strategic partner;
  • Support on fundraising, investor management, board reporting;
  • Embrace automation / AI across all Finance processes.

What We Look For

  • 2+ years of experience in investment banking, consulting or high-growth start ups
  • Robust knowledge of Excel and complex financial modeling - confident in setting up models and processes from scratch
  • Strong analytical background and experience using data to drive insight
  • Experience using AI agent to drive analysis and improve processes 
  • Attention to detail and problem-solving skills
  • Taking ownership of your work and collaborating as a team player
  • Ability to influence senior leaders and present complex financial data with confidence and clarity
  • Nice to have: 
  • Experience in fintech
  • Experience in cross-functional partnering

Plum Perks

  • We're all in this together! Own part of the company through stock options 💷
  • Private health insurance
  • Annual training budget
  • Free Plum Boost Subscription
  • Flexible approach to remote working: we encourage at least 2 days a week in one of our beautiful offices in London, Athens or Cyprus
  • Team breakfasts and team lunches. 
  • 25 days holiday + bank holidays
  • 45 work-from-anywhere days: giving you the flexibility to work your way. 
  • 2 weeks sabbatical after 4 years to take the break you deserve. 
  • Enhanced parental leave
  • 1 paid volunteering day annually
  • Annual team trip: to a surprise destination! 
  • A fun, inclusive company culture (think 🦄🌈💯)

If this sounds like you, we’d love to hear from you!

Thanks,

Team Plum 💜

*Plum is an Equal Opportunity Employer. Plum does not discriminate on the basis of race, religion, sex, gender identity, sexual orientation, non-disqualifying physical or mental disability, national origin or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit and business need.

Skills Required

  • 2+ years of experience in investment banking, consulting or high-growth start ups
  • Robust knowledge of Excel and complex financial modeling; confident building models and processes from scratch
  • Strong analytical background and experience using data to drive insight
  • Experience using AI agents to drive analysis and improve processes
  • Attention to detail and problem-solving skills
  • Takes ownership and collaborates effectively as a team player
  • Ability to influence senior leaders and present complex financial data with confidence and clarity
  • Experience in fintech
  • Experience in cross-functional partnering
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The Company
HQ: London
206 Employees
Year Founded: 2016

What We Do

Plum is an app that empowers you to get your money motivated, wherever you are on your financial journey. You can save, spend, earn and invest, in one app and with ease. Using AI powered saving tools and investment features which make building and diversifying your portfolio seamless, Plum has helped customers save and invest £1.2 billion. Want to move us closer to our mission of wealth for all? We’re hiring: https://www.linkedin.com/company/plum-fintech/jobs/

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