Strategic Finance, Associate

The Strategic Finance Associate will play a critical role in driving financial insights, supporting cross-department decision-making, and contributing to the company’s overall growth strategy. Primary responsibilities will include financial & operational modeling, detailed KPI analysis, M&A diligence and support for ad-hoc strategic initiatives. This position requires strong cross-functional collaboration and the ability to communicate effectively with stakeholders at all levels, including the C-Suite. Success in this role is driven by attention to detail, skillful analysis, and adaptability in a fast-paced, dynamic environment.

Starting base pay for this role is between $111,975 - $153,965. The actual base pay is dependent upon many factors, such as transferable skills, work experience, business needs, training, location, and market demands. The base pay range is subject to change and may be modified in the future. This role will be eligible for a bonus as well as competitive medical, dental, and vision benefits, wellness reimbursement, life insurance, and a 401(k) with company match. We offer vacation and sick leave benefits (under a flexible time off policy in most states).

• Develops and maintains a comprehensive reporting framework to track financial KPIs, variance analysis and trends, facilitating strategic decision-making.

• Accountable for monthly executive-level presentations and reports, effectively summarizing complex data and insights.

• Supports annual budgeting and long-range planning processes by building complex financial models for revenue, headcount, and profitability drivers.

• Acts as a partner to leaders across the business, utilizing data available to link operational activities with potential financial impacts to provide actionable recommendations for improvement.

• Contributes to cross-functional strategic initiatives to drive operational efficiency and support potential growth opportunities.

• Supports the preparation of ad-hoc materials for Executives, the Board of Directors and/or external presentations (e.g. conferences, client pitches, potential investors).

• Offers insights and recommendations on resource allocation strategies so the business can successfully execute for clients and against internal goals while achieving overall growth and profitability targets.

• Provides critical analyses in determining our pricing models for our various product lines including cost structure and customer-level profitability assessments.

• Provides support for M&A due diligence to help assess target companies' financial quality and long-term potential synergies.

• Partners with accounting and leaders across the organization to facilitate accurate and compliant revenue recognition practices and cost allocation methodologies, providing necessary data and insights to support financial audits and reporting.

• Performs other assigned duties as required.

• Bachelor’s degree in finance, accounting, business administration, economics, or related field.

• 2+ years of experience in transaction advisory, investment banking, consulting, private equity, strategic finance, or other highly analytical roles.

• Superior Excel and PowerPoint skills. Experience with Adaptive, PowerBI or similar tools a plus.

• Deep understanding of financial statements & accounting principles.

• Proven experience with financial modeling, reporting, analytics, or a related field.

• Experience with software, SaaS or technology-enabled businesses strongly preferred.

• Excellent communication and collaboration skills, with the ability to effectively interact with stakeholders at all levels of the organization.

• Demonstrated ability to think critically and analytically and execute swiftly.

• Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.

• Medical and Dental coverage available for employees, dependents, domestic partners, and spouses
• Paid Time Off – Flexible options plus 10 paid company holidays where available**
• All full-time positions are hybrid, with many eligible to be completely remote
• Fully Paid by Origami Risk – Vision insurance, Short & Long-Term Disability Insurance, and Basic Life Insurance
• Generous family leave options—including adoption and foster care placements
• Pre-Tax Savings Accounts – Flexible Spending Account, Health Savings Account, Commuter Benefits, Dependent Care Savings Account
• Retirement Savings – 401(k) with company match up to 4%
• Employee Assistance Program (EAP) – Confidential & Free support offered to colleagues facing personal or work-related complications
• Education Assistance Program – to help colleagues pursue industry/role-specific certifications
• Wellness Benefits – reimbursement program to invest in healthy habits as well as support better colleague productivity and stress management
• Additional coverages available – Pet Insurance, Critical Illness Insurance, and Voluntary Life & AD&D coverage

Origami Risk delivers single-platform SaaS solutions that help organizations best navigate the complexities of risk, insurance, compliance, and safety management.

Founded by industry veterans who recognized the need for risk management technology that was more configurable, intuitive, and scalable, Origami continues to add to its innovative product offerings for managing both insurable and uninsurable risk; facilitating compliance; improving safety; and helping insurers, MGAs, TPAs, and brokers provide enhanced services that drive results.

A singular focus on client success underlies Origami’s approach to developing, implementing, and supporting our award-winning software solutions. 

Origami Risk is proud to be an equal opportunity employer. We thrive and benefit from diversity and are committed to creating an inclusive and equitable environment for all employees. We do not discriminate against any individual based upon race, religion, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, color, sex, national origin, age, marital status, military or veteran status, disability, or any other characteristic protected by applicable law.

Caution: Be alert to recruiting scams. We have received reports of individuals impersonating Origami Risk recruiters to deceive candidates into disclosing personal information. These impostors use fake Origami Risk domain names and email addresses. Please double-check that any email address from an Origami Risk recruiter ends with origamirisk.com or talent.icims.com. And to confirm the legitimacy of any recruiting communication, feel free to email transparencycheck@origamirisk.com.