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Strategic Finance & Analytics Associate- Global Pre-IPO SaaS Firm

Atlantic Group
York, NY Full Time
POSTED ON 6/7/2026
AVAILABLE BEFORE 7/5/2026

Global Pre-IPO SaaS Firm Seeks a Strategic Finance & Analytics Associate


*Reporting to the Head of Business Analytics & Strategic Finance in Capital Markets


*Covenant Modeling


*Forecasts


*Financial Modeling


*Due Diligence Analytics for the Capital Markets Team


*Assist with Deal Structuring


*Write and Maintain Complex SQL Queries


*Oversee Transitioning Manual, Legacy Excel-Heavy Workflows into Streamlined, Automated Data Pipelines with the use of AI Tools


*Reporting on Portfolio Performance to Executive Team


*Performance Dashboards


Qualifications:

*3-5 Years of Experience in Data Analytics, Strategic Finance, or Capital Markets at a Fintech, Lending Platform, or Asset Manager


*Strong Financial Modeling


*Advanced Excel and SQL are a Must . Python & AI Tools a big plus


Base Salary: 130k-150k Strong Bonus & RSU's. Tremendous Opportunity at this Global Pre-IPO Fintech Firm. Hybrid Schedule- 2 days in Office/3 Days Remote. Summer Hours. August is Fully Remote.

Salary : $140,000 - $150,000

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