Demo

Strategic Finance / Business Management

Glocap Search
York, NY Full Time
POSTED ON 8/4/2026
AVAILABLE BEFORE 9/2/2026

This role partners with senior Investment Banking leadership to help manage the financial and operational side of the business. It's a strategic finance position focused on helping leadership run and grow the Investment Banking platform.


Responsibilities

  • Forecast revenue and manage the deal pipeline.
  • Track deals, revenue, banker attribution, and payouts.
  • Prepare financial reports, dashboards, and KPIs.
  • Analyze business performance and profitability.
  • Support budgeting, forecasting, and strategic planning.
  • Improve processes and lead business initiatives.
  • Partner with senior bankers, Finance, and Operations.
  • Assist with recruiting and organizational planning.
  • Support strategic projects, including acquisitions, when needed.


Qualifications

  • 10 years in Investment Banking, Strategic Finance, Business Management, or Investment Banking Finance.
  • Strong understanding of the investment banking deal lifecycle.
  • Experience supporting senior leadership with financial analysis and business strategy.
  • Strong analytical, financial modeling, and communication skills.
  • CPA or CFA is a plus.


Salary.com Estimation for Strategic Finance / Business Management in York, NY
$124,258 to $163,334
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