What are the responsibilities and job description for the Finance Analyst / Associate to the CFO position at Clera?
About The Role
A well-funded fintech company is building out its early-stage finance function in New York City and looking for a sharp, ambitious Finance Analyst or Associate to work directly alongside executive leadership. This is a rare opportunity to be one of the first finance hires on the ground — sitting alongside the CFO from day one, with broad ownership across budgeting, forecasting, investor reporting, and operational finance. If you want to shape a finance function from scratch at a fast-growing fintech, this role is for you.
What You'll Do
Required
This is a fully on-site role based in New York City, NY. Candidates must be located in NYC or willing to relocate. No visa sponsorship is available.
Why This Role
A well-funded fintech company is building out its early-stage finance function in New York City and looking for a sharp, ambitious Finance Analyst or Associate to work directly alongside executive leadership. This is a rare opportunity to be one of the first finance hires on the ground — sitting alongside the CFO from day one, with broad ownership across budgeting, forecasting, investor reporting, and operational finance. If you want to shape a finance function from scratch at a fast-growing fintech, this role is for you.
What You'll Do
- Partner directly with the CFO and collaborate closely with the CEO office on day-to-day finance operations
- Prepare investor reporting packages and materials for board meetings
- Lead budgeting and forecasting efforts to support strategic growth planning
- Execute operational finance work required to run a scaling fintech business
- Help design and implement finance processes grounded in lean principles and AI-enabled tooling
- Take broad ownership of finance initiatives across the organization
Required
- 1–4 years of experience in finance, FP&A, or a closely related field
- Strong financial modeling skills and advanced Excel proficiency
- Experience with budgeting, forecasting, and financial planning
- Experience preparing investor reporting and board materials
- Ability to collaborate effectively with C-suite executives and cross-functional teams
- Low ego, high ambition, and a collaborative mindset
- Strong academic background and solid finance fundamentals
- Must be authorized to work in the United States without visa sponsorship
- Located in New York City or willing to relocate
- Experience in fintech, startup, or high-growth scale-up environments
- Familiarity with lean principles and AI-enabled finance processes
This is a fully on-site role based in New York City, NY. Candidates must be located in NYC or willing to relocate. No visa sponsorship is available.
Why This Role
- High ownership and direct exposure to executive leadership from day one
- Opportunity to build a finance function from the ground up at a well-funded fintech
- Work at the intersection of finance, technology, and lean operational design
- Fast-moving, collaborative culture that values initiative over hierarchy