Who We Are: Kimblewick is a boutique Strategic Finance & Transaction advisory firm built by former operators, investors, and advisors. Founded in 2023, we have worked with 50+ clients, including $500M+ in transactions. We work across a range of mission critical finance, strategy, and transaction projects with venture-backed, family-owned, and private equity backed businesses. At Kimblewick, we turn financial complexity into a competitive advantage by taking a high-impact, execution-focused approach to advisory.
As a Strategic Finance Associate, you will play a hands-on role in client engagements across a wide range of strategic finance projects. The position offers the opportunity to dive deep into analytics and financial modeling, while supporting transaction advisory workstreams and operational improvements. You will work closely with executive teams, providing actionable recommendations to enhance business performance and support strategic decision making.
What You’ll Do:
Conduct detailed financial analysis and operational data reviews to surface actionable insights
Translate raw financial data into clear stories, insights, and strategic recommendations
Build financial models and dashboards that drive decision-making for CEOs, CFOs, and investors
Execute special projects including unit economics analysis, pricing strategy, and investment ROI
Prepare CEO-ready materials that will be used with senior management and BODs to make key decisions
Support Fundraising and M&A workstreams across financial analysis, deal materials, and investor questions
Own execution workstreams with a bias for precision, speed, and continuous improvement
Help shape the tools, templates, and best practices that define Kimblewick’s client experience
Who You Are:
2-4+ years of experience in investment banking, private equity, consulting, or strategic finance
Independent critical thinker and entrepreneurial; you’re always looking for creative solutions
Excellent communication skills with an appreciation for internal vs. client facing tone
Proficient in Excel with a strong analytical background
Experience with accounting software (e.g. QuickBooks, NetSuite) is a bonus
Knowledge of SQL and data visualization tools (e.g. Looker, Tableau) is also advantageous
Hold a Bachelor’s degree
Location: Based in New York City, with a hybrid work environment (open to in-person 2-4x/week)
Compensation:
Salary Range: $100,000 - $130,000 NYC
Significant variable cash bonus opportunities
Final salary will be determined by the candidate’s experience, knowledge, and skills. Salary reflected does not include variable pay or other types of compensation (e.g. equity), where applicable
Skills Required
- 2-4+ years of experience in investment banking, private equity, consulting, or strategic finance
- Bachelor's degree
- Proficient in Excel with a strong analytical background
- Excellent communication skills with client- and internal-facing proficiency
- Experience with accounting software (QuickBooks, NetSuite)
- Knowledge of SQL
- Familiarity with data visualization tools (Looker, Tableau)
- Independent critical thinker and entrepreneurial mindset
What We Do
Kimblewick is a boutique strategic finance and transaction advisory firm that partners with high-growth companies and investors. Founded by former operators and advisors, the firm provides financial, operational, and strategic services to venture-backed, family-owned, and private equity-owned businesses, helping them build professional finance functions, optimize FP&A, and manage M&A activities to accelerate value creation.
