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 Director, you will take a leadership role in managing client engagements, overseeing project teams, and building trusted relationships with our clients. The position offers an opportunity to engage in a wide array of projects, from financial operations and cash management to M&A and Fundraising transaction support. You will work closely with our clients while also contributing to the firm’s growth efforts.
What You’ll Do:
Lead client engagements, owning key deliverables and ensuring execution aligned with client goals
Develop and present actionable strategic recommendations to C-suite and executive teams
Oversee the creation of detailed operating models, financial metrics, and strategic analyses
Manage corporate development initiatives including equity/debt fundraising and M&A activities
Drive internal project management, ensuring deliverables are completed on time and at a high standard
Support business development efforts, including proposal prep, scoping, and relationship management
Mentor the team and build process, ensuring the continuous development of our team and standards
Who You Are:
7-9+ years of experience in investment banking, private equity, or Strategic Finance / FP&A
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 - you aren’t afraid to build and dive into models
Embrace an Apprenticeship mentality where you lead by example and set the standard for the team
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: $180,000 - $220,000 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
- 7-9+ years of experience in investment banking, private equity, or Strategic Finance / FP&A
- Bachelor's degree
- Proficient in Excel with strong analytical and financial modeling skills
- Excellent communication skills, able to present to C-suite and manage client relationships
- Independent critical thinker and entrepreneurial mindset
- Willingness to mentor team and build processes (leadership/people development)
- Based in New York City, hybrid work 2-4x per week
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.
