1,539 Financial Strategist jobs in the United States

I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.

Required Qualifications:

• A valid and active FINRA Series 7 license required

• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

About the job Financial Marketing Strategist

Are you a strategic thinker with a passion for financial marketing? Join our dynamic team at a NYC-based creative advertising agency, specializing in real estate and financial services, as a Financial Marketing Strategist. In this role, you will play a crucial part in developing and executing innovative marketing strategies to elevate our clients' brands in the competitive market.

As a Financial Marketing Strategist, you will work and directly report to the company's leader on a day-to-day basis. This collaborative partnership will provide you with the opportunity to contribute directly to the company's strategic vision and make a significant impact on our marketing efforts.

Your main responsibilities will include:
Work with cross-functional teams, such as creative, digital, and leadership
develop comprehensive marketing strategies
market research, identifying trends
crafting strategic plans to enhance brand visibility and drive business growth
analyze campaign performance
provide insights for continuous improvement

Skills Needed:
- Minimum of 5 years' experience in financial marketing or related field
- Proven success in developing and implementing effective marketing strategies
- Strong analytical skills with the ability to interpret data and trends
- In-depth knowledge of B2B and B2C marketing principles in the financial sector
- Excellent communication and presentation skills
- Ability to work collaboratively in a fast-paced environment
- Strategic thinking and problem-solving abilities
- Proficiency in marketing analytics tools

It is a full-time position with hybrid work options in NYC.
The salary range is ranging from $95,000 to $125,000, and benefits will be discussed during the interview process.

To apply, please submit your resume and portfolio link/case studies for immediate consideration.
Due to the volume of applications, we are unable to respond to each application personally. If we are interested in your qualifications, we will contact you via telephone or email as soon as possible. By applying for this position, you agree to be contacted by email or text message. Message and data rates may apply.

icreatives is an Equal Employment Opportunity Employer. All qualified applicants and talent will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristics protected by law. We believe in providing a culture that embraces and champions diversity, equity, and inclusion because it truly fosters creativity.

Figma is growing our team of passionate creatives and builders on a mission to make design accessible to all. Figma's platform helps teams bring ideas to life-whether you're brainstorming, creating a prototype, translating designs into code, or iterating with AI. From idea to product, Figma empowers teams to streamline workflows, move faster, and work together in real time from anywhere in the world. If you're excited to shape the future of design and collaboration, join us!

The Strategic Finance team is focused on solving some of Figma's most pressing business issues. The team is responsible for owning the company's budget, driving annual and quarterly planning processes, allocating and deploying the company's resources efficiently, performing financial analyses, and partnering with teams across the company. The role requires someone who is highly analytical and strategic, a great communicator, approaches problems in a structured manner, and is comfortable with ambiguity. You'll get substantial visibility, focus on the highest-priority business issues, and be plugged into every facet of the business.

We are currently hiring for an R&D role on the Strategic Finance team.

• R&D: this role will focus on Product, Design, & Engineering headcount and expense. This will involve:
  • Owning our R&D & core cloud infrastructure expense forecasts
  • Leading the R&D org headcount planning process by partnering with leaders across R&D, mapping resourcing to growth opportunities & investment
  • Providing R&D leaders with Budget Variance Analysis on headcount & expense and guiding the quarterly/annual budgeting process

• Develop cross-functional partnerships with Leadership across the company to review investment opportunities, growth levers, and align on a resourcing model
• Drive culture of performance management with real time dashboards, KPIs, and insights into emerging trends
• Build annual operating plans, quarterly and monthly financial forecasts (including headcount and expense), and ongoing analysis of performance and investment to highlight trends, opportunities, and causes of unexpected variances
• Prepare and deliver presentations for the Executive Team, including the CFO, CRO, and CMO

• 3+ years of relevant experience in investment banking, private equity, Strategic Finance, Business Operations, or related fields
• Demonstrated ability to distill complex issues into structured frameworks and develop concrete action plans
• Experience in financial planning, modeling and creating data-driven analysis
• Experience problem-solving independently, prioritizing workload, and completing tasks on time
• Experience building relationships and communicating with stakeholders across all levels and functions
• Experience delivering compelling presentations and memos to educate your audience on the business and drive them to take action

• Experience at a high growth B2B SaaS business, with bonus points for self-serve models
• Experience partnering with General & Administrative organizations
• Experience managing corporate consolidations for headcount or expense
• Experience with SQL

• Holding interviews in an accessible location
• Enabling closed captioning on video conferencing
• Ensuring all written communication be compatible with screen readers
• Changing the mode or format of interviews

• Lead annual budgeting and monthly forecasting processes to ensure alignment with business objectives.
• Monitor revenue, optimize COGS, and align financial resources with Go-to-Market (GTM) strategies.
• Oversee financial governance for R&D and G&A functions, ensuring efficient resource allocation.
• Prepare and present Board decks, highlighting key financial metrics, forecasts, and strategic initiatives, and building narrative around the numbers that aligns with reporting period performance.
• Ensure budget adherence, manage approvals, and provide actionable financial insights to leadership, that may include building and maintaining a dashboard for leadership to easily track OKR and financial performance.
• Build strong relationships with new and existing investors, managing financial reporting and performance updates.
• Drive efforts to secure new investments by presenting financial strategy, historical and forecast financial performance, and valuation.
• Collaborate with cross-functional teams to refine and implement long-term financial goals.
• Ensure compliance with financial regulations and maintain strong corporate governance.
• Conduct in-depth financial analysis to support data-driven decision-making at the executive level.

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
• 12+ years of experience in financial leadership roles, with a strong background in strategic planning and analysis.
• Expertise in budgeting, forecasting, and financial modeling.
• Proven experience in investor relations and board-level reporting.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional communication and presentation abilities.
• Proficiency in financial software and ERP systems.

• Generous Paid Time Off: Recharge and relax with 22 days of fixed time off per year, in addition to company holidays-because we believe work-life balance fuels performance.
• Best-in-Class Parental Leave: Spend quality time with your growing family. We offer one of the industry's most generous parental leave policies to support you during life's most important moments.
• Recognition & Rewards: We celebrate wins-big and small. Get rewarded with monetary incentives and company-wide recognition for your impact and dedication. Your hard work won't go unnoticed.
• Comprehensive Insurance Coverage: Stay covered with medical, dental, and vision insurance, plus 100% company-paid short- and long-term disability and basic life insurance. Optional perks include discounted legal aid and pet insurance.

Stackline is the first full-funnel connected commerce platform for the world's most innovative brands. Business leaders, product innovators, performance marketers, and analysts trust Stackline as the single source of commerce truth. Fueled by our proprietary neural network, our market insights, revenue metrics, behavior analyses, and autonomous functionality create the actions that determine success or failure.

Founded in 2014 in Seattle, we have offices in Minneapolis, New York, Salt Lake City, and London. Since November 2020, Stackline has raised $180 million in strategic investments from Goldman Sachs Growth Equity and TA Associates.

Stackline is on a mission to fuel the future of commerce by bringing brands and customers closer together.

About The Role:

You will be responsible for providing data-driven insights to enhance the quality and velocity of our top-line revenue growth. Reporting directly to the VP of Finance, this role focuses on analyzing the performance of our go-to-market funnel, identifying trends in revenue drivers, and delivering actionable insights to support strategic decision-making. As part of a high-growth company, this role is well-suited for someone who is motivated to develop professionally and take on increasing responsibility over time.

What You Will Do:

• Analyze and optimize the full go-to-market funnel - from lead generation to closed revenue.
• Build dynamic dashboards and models to track pipeline health, conversion rates, and forecast risk.
• Synthesize complex data into crisp, actionable insights for executive audiences.
• Partner with Sales and Marketing teams to align on performance drivers and investment strategies.
• Collaborate with the VP of Finance to connect operational data with financial forecasting and scenario planning.
• Take increasing ownership over time, evolving your communication and strategic thinking skills.
• Act as a business partner across functions, driving clarity and alignment on key metrics.

• +5 years of experience in financial analysis, business operations, or other professional services settings.
• Experience in Microsoft Office Suite (Excel, PowerPoint) and familiar in SQL, Tableau, Power BI, or other similar data analysis tool.
• Understanding of AI applications in business processes (preferred).
• Natural curiosity to troubleshoot problems, identify root causes, and take corrective action.
• Desire and demonstrated capability to effectively work in a team-oriented environment in a fast-paced industry.
• Effective communication skills (written and oral) and the ability to work cross-functionally.
• Degree in a quantitative field (Finance, Economics, or similar discipline).
• Candidates from other academic backgrounds with strong analytical and business experience will also be considered.

• 100% paid medical, dental, and vision for employees and qualifying dependents
• Company 401k plan plus matching
• Company paid Life Insurance
• 20 days annually of Paid Time Off
• 9 Paid company holidays
• 100% Paid Parental Leave - 20 weeks for birthing mothers and 12 weeks for all other parents
• Summer Fridays early close at 3 pm
• Fully stocked kitchen snacks with weekly fresh fruit

About Utility Profit Utility Profit is reimagining the moving experience for renters and property managers. Our platform is the first-ever national database of utilities and telecom services, making it effortless for renters to discover service options specific to their home—and enabling property managers to unlock new revenue streams and reduce operational headaches. We’re a profitable, product-led startup growing rapidly and focused on sustainable, capital-efficient growth. Our outsourced finance firm manages bookkeeping and accounting, while we look to bring in a strategic finance partner to lead planning and analysis as we scale. We’re scaling fast and making serious waves in the real estate tech space. Founded by the team behind Favor (acquired by H-E-B), we’ve raised $15M+ from top-tier investors (the same ones behind SpaceX and PayPal). About This Role You’ll own financial planning and analysis at a fast-growing startup scaling quickly. You’ll work closely with the CEO and cross-functional teams—including sales, marketing, and product—to build and maintain financial models, track pacing, and ensure tight cost control. This is a high-impact, hands-on role for someone who can independently manage forecasting, budgeting, and scenario planning in a lean, founder-led organization. You’ll be a key partner in helping the company deliver strong, predictable financial results every quarter. What You’ll Do Own Financial Modeling: Build and maintain detailed models covering revenue, expenses, cash flow, and headcount. Lead Budgeting: Collaborate with department heads to create and manage quarterly budgets. Track Performance: Monitor budget vs. actuals and flag risks or opportunities early. Analyze Metrics: Deep dive into unit economics, gross margins, and key financial KPIs. Scenario Planning: Support growth and hiring decisions with dynamic “what-if” analyses. Coordinate Monthly Close: Work with our outsourced accounting team to ensure clean, accurate financial data. Drive Cost Discipline: Identify and help implement cost control measures across the company. Support Planning Cadence: Help prepare for quarterly business reviews and strategic planning sessions. Scale Finance Function: Provide input on how to evolve the finance org as we grow. 5+ years of experience in FP&A, strategic finance, or business operations, ideally at a high-growth startup. Proven ability to build and own financial models and forecasting processes. Experience working cross-functionally with sales, marketing, and product teams. Strong analytical skills and a hands-on, scrappy approach to problem-solving. Excellent communication skills, able to clearly explain financial concepts to non-finance stakeholders. Comfortable working independently in a flat, fast-paced environment. Located within the greater-Austin area, with the ability to work in the office 3 days a week. Compensation Base Salary: $45,000 – $1 0,000, depending on experience & confidence in impact. #J-18808-Ljbffr

Utility Profit is reimagining the moving experience for renters and property managers. Our platform is the first-ever national database of utilities and telecom services, making it effortless for renters to discover service options specific to their home—and enabling property managers to unlock new revenue streams and reduce operational headaches.

We’re a profitable, product-led startup growing rapidly and focused on sustainable, capital-efficient growth. Our outsourced finance firm manages bookkeeping and accounting, while we look to bring in a strategic finance partner to lead planning and analysis as we scale.

We’re scaling fast and making serious waves in the real estate tech space. Founded by the team behind Favor (acquired by H-E-B), we’ve raised $15M+ from top-tier investors (the same ones behind SpaceX and PayPal).

You’ll own financial planning and analysis at a fast-growing startup scaling quickly. You’ll work closely with the CEO and cross-functional teams—including sales, marketing, and product—to build and maintain financial models, track pacing, and ensure tight cost control.

This is a high-impact, hands-on role for someone who can independently manage forecasting, budgeting, and scenario planning in a lean, founder-led organization. You’ll be a key partner in helping the company deliver strong, predictable financial results every quarter.

• Own Financial Modeling: Build and maintain detailed models covering revenue, expenses, cash flow, and headcount.

• Lead Budgeting: Collaborate with department heads to create and manage quarterly budgets.

• Track Performance: Monitor budget vs. actuals and flag risks or opportunities early.

• Analyze Metrics: Deep dive into unit economics, gross margins, and key financial KPIs.

• Scenario Planning: Support growth and hiring decisions with dynamic “what-if” analyses.

• Coordinate Monthly Close: Work with our outsourced accounting team to ensure clean, accurate financial data.

• Drive Cost Discipline: Identify and help implement cost control measures across the company.

• Support Planning Cadence: Help prepare for quarterly business reviews and strategic planning sessions.

• Scale Finance Function: Provide input on how to evolve the finance org as we grow.

• 5+ years of experience in FP&A, strategic finance, or business operations, ideally at a high-growth startup.

• Proven ability to build and own financial models and forecasting processes.

• Experience working cross-functionally with sales, marketing, and product teams.

• Strong analytical skills and a hands-on, scrappy approach to problem-solving.

• Excellent communication skills, able to clearly explain financial concepts to non-finance stakeholders.

• Comfortable working independently in a flat, fast-paced environment.

• Located within the greater-Austin area, with the ability to work in the office 3 days a week.
  

• Base Salary: $45,000 – $1 0,000, depending on experience & confidence in impact.
  

Join to apply for the Strategic Finance Analyst role at Mochi Health Join to apply for the Strategic Finance Analyst role at Mochi Health About The Role We are looking for a highly motivated and analytically rigorous Strategic Finance Analyst to join our Finance team. This is a unique opportunity to play a critical role in shaping the financial trajectory of a rapidly growing healthcare company. You’ll work closely with senior leadership to drive strategic decision-making through financial planning, forecasting, performance analysis, and market insights. $90,000 - $10,000 Full-time / Onsite (5 days/week) About The Role We are looking for a highly motivated and analytically rigorous Strategic Finance Analyst to join our Finance team. This is a unique opportunity to play a critical role in shaping the financial trajectory of a rapidly growing healthcare company. You’ll work closely with senior leadership to drive strategic decision-making through financial planning, forecasting, performance analysis, and market insights. What You’ll Do Use AI tooling to automate our finance processes and build more efficient systems for handling reimbursements (moving away from saas!) Run our monthly close process and ensure all payments are on time Drive strategic partnerships with key external players Collaborate across the organization with key leadership team members Who You Are Comfortable working full-time, in-office in our downtown San Francisco office. 1-3 yoe in finance/banking in a highly technical role Quickbooks experience is a plus Analytical and detail-oriented, with a proactive approach to solving problems. Startup experience is a plus A strong communicator who thrives in a fast-paced, collaborative environment. Why Mochi We’re building something ambitious, and we know that great teams are the foundation of great companies. At Mochi, you’ll work with collaborative people, move quickly, and help shape the future of our organization. If you’re excited by impact, ownership, and growth, we want to hear from you. Life at Mochi At Mochi Health, we believe you do your best work when you feel your best. From thoughtfully designed perks and healthcare options to high-impact work and real ownership, everything here is built to support you. Daily Meals and Espresso Bar - Breakfast, lunch, and dinner every weekday. Our on-site barista keeps the espresso and matcha flowing all day Pre-Tax Commuter Perks - Save on transit and parking through pre-tax commuter benefits Top-of-Market Compensation - We offer competitive salaries along with generous equity packages so you can share in the success you help create Profitable and Rapid Growth - We’re scaling fast, with financial discipline and long-term vision. No VC constraints, just sustainable momentum and smart decisions High-Impact Work - Help shape the future of digital healthcare. Your work here directly improves lives and scales nationwide World-Class Team - Collaborate with teammates from Tesla, SpaceX, Citadel, Harvard, IIT, and more. We value excellence, humility, and empathy in equal measure Comprehensive Benefits - 401(k) with match, generous time off, life insurance, and high-quality medical, dental, and vision plans. Time to Recharge – Enjoy unlimited PTO, generous company holidays, and true flexibility. We trust you to take the time you need to rest, reset, and thrive. Wellness First – From weekly mindfulness sessions to group workouts and fitness perks, your physical and mental health are top priority Team Socials and Community - We make time to connect through regular socials, happy hours, and spontaneous events. Our stocked kitchen doesn’t hurt either Downtown SF HQ - Our San Francisco office is just steps from BART, Muni, and great food. It’s designed for deep work and casual collaboration The base salary for this full-time position ranges from $100,000 to $150,000 in addition to equity and benefits. The salary range listed in each job posting represents the minimum and maximum targets for new hire salaries across all locations. Actual compensation within this range is determined by various factors, such as job-related skills, experience, relevant education or training, and location. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Hospitals and Health Care Referrals increase your chances of interviewing at Mochi Health by 2x Get notified about new Financial Analyst jobs in San Francisco, CA . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Join to apply for the FP&A Analyst role at Nirvana Insurance Continue with Google Continue with Google Join to apply for the FP&A Analyst role at Nirvana Insurance Who we are: Nirvana is on a mission to harness the power of data to revolutionize commercial insurance and enable a safer world. We are bringing much-needed innovation into the legacy, trillion-dollar commercial insurance industry. We have developed cutting-edge predictive models that use real-time IoT data from billions of connected devices, allowing us to better understand and price risk. Our AI-driven platform fundamentally changes the way an insurance company operates with personalized risk scoring, faster underwriting, modernized claims, and proactive, data-driven insights to help customers prevent accidents. Who we are: Nirvana is on a mission to harness the power of data to revolutionize commercial insurance and enable a safer world. We are bringing much-needed innovation into the legacy, trillion-dollar commercial insurance industry. We have developed cutting-edge predictive models that use real-time IoT data from billions of connected devices, allowing us to better understand and price risk. Our AI-driven platform fundamentally changes the way an insurance company operates with personalized risk scoring, faster underwriting, modernized claims, and proactive, data-driven insights to help customers prevent accidents. We’ve already proven the scale—reaching well over $100 million in premiums and more than doubling year over year. Our data moat is growing exponentially with more than 20 billion miles of telematics data, leading to more predictive models and new insights into how we can better understand and reduce risk. Altogether, our loss ratio, efficiency, and customer experience are redefining what can be done in the industry. With $70+ million raised, including an industry-leading Series C round in January 2025, we’re only accelerating our growth, with strong support from top-tier VCs including Lightspeed, General Catalyst, and Valor. Nirvana’s leadership team has previously helped scale multi-billion-dollar companies from scratch, including Samsara, Rubrik, and Flexport, and includes industry veterans from Hiscox, The Hartford, and RLI. About the role: In this role, you will have the opportunity to work on a wide range of tactical and strategic projects that are critical to Nirvana’s long-term growth. Examples include driving initiatives to improve key financial and operating metrics, assisting in future financings and investment rounds, driving initiatives designed to boost the margin profile of the business units, and supporting other strategic initiatives. You will work closely with senior leadership across all areas of the company. Accordingly, we are looking for a highly qualified candidate who thrives in a high-growth, unstructured environment with the ability to collaborate across functional areas and geographies. This role offers an opportunity to contribute to the growth and success of our organization while expanding your financial planning and analysis-related expertise. Candidates should have excelled in a start-up environment or demonstrated exceptional performance in a management consulting, investment banking, or private equity environments. We are looking for a proactive candidate who takes ownership over initiatives and drives implementation with limited oversight. What you’ll do: Implement advanced analytics / modeling (e.g., bottoms-up operating models, pricing, scenario analysis, waterfall builds, etc.) as part of long-term planning, annual budgeting, investor reporting, and budget variance analyses Mine data to identify financial and sales KPIs and trends that translate into actionable insights to improve the financial and operating performance of the business Help diligence, negotiate, and implement transactions (e.g., M&A, vendor negotiations, capital raises) Effectively collaborate and communicate results and insights with cross-functional teams including building board decks Drive intricate and time-critical projects by relying upon market research and assessments, from strategy to implementation About you: 2-4 years of experience across management consulting, investment banking, private equity and/or FP&A roles in high-growth companies Demonstrated critical thinking and project management experience combined with impeccable business judgment; excellent analytical and problem-solving skills Experience implementing strategic and operational initiatives, developing intricate financial models, and using presentations to facilitate communication with senior stakeholders Excellent communication and interpersonal skills to formulate and articulate contractual, technical, financial, and value points with partners and internal teams Successfully able to work in high-growth & dynamic start-up environments independently and collaboratively Strong attention to detail and ability to prioritize tasks Benefits: Competitive salary & equity Medical, dental & vision insurance 401k with company match Unlimited PTO 4+ days/week in SF office We set our salary ranges using compensation data from companies similar to our stage and size. For this role, the estimated salary range for this position is $98,000 113,000. The actual base salary will vary depending on multiple factors unique to each candidate, including location, job-related knowledge, transferable skills, work experience and our assessment of your level during the interview process. Nirvana offers a wide range of best-in-class, comprehensive benefits for this role including 100% employer paid healthcare plans, a healthy 401k match program, paid time off, parental leave, wellness reimbursement, work-from-home stipend and more. In addition, Nirvana offers equity for all full-time employees, which is not included in the range listed above and will have a significant impact on your overall compensation. Nirvana is committed to building a diverse and inclusive workforce. If you’re interested in this role, but do not meet 100% of the qualifications listed above, we encourage you to apply. We'd like to consider you for this position and roles that may be a fit in the future. Nirvana is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Nirvana considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Nirvana Insurance by 2x Get notified about new Financial Planning Analyst jobs in San Francisco, CA . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr