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 Principal, you will play a critical role in shaping strategies for our diverse client base. The position offers an opportunity to engage in a wide array of projects, from financial modeling and cash management to M&A and Fundraising transaction support. You will work closely with executive teams, providing actionable recommendations to enhance business performance and support strategic decision making.
What You’ll Do:
Clearly and succinctly tell the “story” of a business using financial and operational data
Engage in C-suite and executive-level conversations to share strategic advice and recommendations
Create detailed operating models that provide insights into profitability, cash flow, and capital structure
Develop financial metrics for unit economics, working capital management, and investment ROI
Manage key corporate development initiatives including equity/debt fundraising and M&A
Implement process automation and improvements to streamline financial operations
Oversee external service providers to drive cross-functional deliverables
Who You Are:
5+ years of experience
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: $165,000 - $200,000 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, where applicable
Skills Required
- 5+ years of experience
- Bachelor's degree
- Proficient in Excel with strong analytical background
- Independent critical thinker and entrepreneurial mindset
- Excellent communication skills for internal and client-facing interactions
- Experience with accounting software (e.g., QuickBooks, NetSuite)
- Knowledge of SQL and data visualization tools (e.g., Looker, Tableau)
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.
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