Strategy & Corporate Development Associate - Investment Banking, Management Consulting, or PE background

Overview

The organization is seeking a Senior Finance professional with a strategic mindset to serve as a trusted financial advisor to the CEO and executive leadership team. This role provides analytical rigor and strategic insight to support priority growth initiatives spanning corporate strategy, M&A, pricing, R&D investment, and new product commercialization. The position sits at the intersection of finance and corporate strategy in a modern SaaS environment.

Responsibilities

• Serve as the primary financial partner to the CEO on strategic initiatives, including market expansion, competitive positioning, and long-range planning
• Lead end-to-end M&A analysis, including:
  • Target screening
  • Financial modeling
  • Valuation (DCF, LBO, comparable company/transaction analysis)
  • Due diligence support
  • Post-close integration tracking
• Develop market sizing frameworks (TAM/SAM/SOM) and investment theses for new product introductions and R&D allocation decisions
• Own pricing strategy analytics, including modeling monetization options, price elasticity, packaging structures, and margin impact across the SaaS product portfolio
• Construct and maintain dynamic financial models to support go-to-market decisions, including LTV, CAC, payback periods, and cohort analysis
• Translate strategic investments into quantified financial outcomes, including IRR, NPV, and scenario-weighted return analyses for board and PE sponsor use
• Support annual budgeting and monthly reforecasting across bookings, revenue, operating expense, and capital expenditure
• Perform detailed variance analysis to budget, prior forecast, and prior year; identify key business drivers
• Contribute to monthly and quarterly reporting to the Board of Directors and PE sponsor
• Present financial information and strategic recommendations to the CFO, CEO, senior leadership, and PE ownership as needed
• Provide insight on financial risks and opportunities aligned to company goals across functional and business unit areas
• Act as a financial liaison for business and functional leaders on cross-functional strategic projects
• Develop deep understanding of the business model, products, competitive landscape, and industry dynamics
• Participate in the integration of new businesses and acquisitions
• Identify process improvements to drive efficiency and accuracy in FP&A workflows
• Support special projects as deemed necessary by management

Requirements

• B.A. from an accredited institution required; concentration in Finance, Strategy, or Accounting preferred
• Bachelor’s degree in Finance, Accounting, Business Administration, or Economics
• 7+ years of progressive experience spanning FP&A, investment banking, private equity, or corporate strategy
• Prior experience in a private equity-owned or PE-backed company strongly preferred
• Public accounting or investment banking experience preferred
• Experience in a high-growth SaaS or technology company preferred

Preferred Qualifications

• Strategic thinker with strong executive presence and ability to distill complex analysis into clear, concise narratives for C-suite and board audiences
• Expert financial modeling skills, including M&A (LBO, DCF, accretion/dilution), SaaS metrics, and scenario/sensitivity analysis
• Deep understanding of SaaS business model economics (ARR, NRR, churn, LTV/CAC, Rule of 40, and unit economics)
• Demonstrated experience supporting strategic pricing decisions, including price-to-value frameworks and monetization design
• Familiarity with private equity ownership structures, sponsor reporting requirements, and value creation frameworks
• Experience with market sizing methodologies (TAM/SAM/SOM) and investment thesis development
• Highly detail-oriented self-starter with outstanding written and verbal communication skills
• Strong ownership of work product; ability to manage multiple concurrent priorities under strict deadlines
• Ability to keep highly sensitive and confidential information secure
• Solid proficiency in Microsoft Excel and financial planning tools; familiarity with BI/analytics platforms a plus

Compensation & Benefits

• Estimated base salary range: $128,000 – $170,000
• Base salary may vary based on candidate qualifications, skills, competencies, and proficiency for the role
• Benefits may include:
  • Health, vision, and dental insurance
  • Accident and life insurance
  • 401k matching
  • Paid-time off
  • Education reimbursement

Location

United States, Canada and Europe (role is within a distributed organization).