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Strategic Finance Senior Associate
Confirmed live in the last 24 hours
Dorchester, Boston, MA, USA
Experience Level
Desired Skills
  • You have the ability to successfully operate in a fast-paced dynamic environment experiencing growth and expansion
  • Are comfortable in a cross-functional, collaborative team setting
  • Strong analytical and financial modeling skills
  • Knowledge of financial markets and an understanding of how we fit into the larger FinTech universe
  • Excellent communicator with very strong presentation skills
  • Prioritize attention to detail
  • Robust Excel-based modeling experience; highly proficient with complex financial models
  • Ability to create and present materials to internal and external stakeholders
  • Perspectives about how Hometap should position itself to investors (public and private) in an ever-changing economy and market
  • An ownership approach to your work with a track record of delivering business results through analysis in a fast-paced environment
  • Curiosity and strong critical thinking skills, including the ability to identify and summarize key points in any analysis
  • Developed prioritization skills and ability to balance both short-term and long-term objectives
  • History of working cross functionally and building positive relationships with people and teams across a diverse organization
  • Ability to work at both the strategic (e.g. “big picture”) and detailed level (e.g. “in the weeds”)
  • Robust knowledge of GAAP accounting practices as well as accounting systems and processes
  • Strong written and verbal communication skills along with evidenced ability to work well with business partners
  • Growth mindset with a demonstrated capability to rapidly pick up and master new, complex concepts and ideas
  • Strong ability to translate complex business issues into a quantitative framework for analysis and to derive insights, often using large data sets and starting from a “blank canvas”
  • Integral to the long-term financial planning process
  • Create and maintain operating, fund, and portfolio models
  • Provide a smooth experience for prospective and current capital partners through the diligence process upfront, as well as post-close
  • Collaborate closely with internal stakeholders across various departments to provide a financial “lens” in evaluating opportunities and decisions (e.g. capital allocation, new products, compensation design, ad-hoc analysis, etc.)
  • Own all aspects of OpCo strategic decisions (e.g. potential M&A, fundraising, etc.)
  • Analyze financial performance of the organization and identify levers for value creation / scalability
  • Work with Capital Markets Operations to model and project liquidity and funding needs for near/medium-term ongoing investment deployment outlook
  • Help with “traditional FP&A” workstreams such as annual budgeting and forecasting, quarterly re-forecast process, resource & hiring planning, etc
  • Provide insightful updates on a periodic basis to investors of current investment vehicles on asset performance, key trends and KPIs, updated projections, etc
Desired Qualifications
  • Someone with 3+ years of relatable experience in investment banking, private equity / hedge funds, or management consulting; ideally with additional experience at a high-growth operating company. Experience with FinTech and/or FIG is a plus

51-200 employees

Home equity investment solutions
Company Overview
Hometap's mission is to make homeownership less stressful and more accessible. Hometap provides near-immediate access to funds so homeowners can pay for needs or pursue goals and opportunities.
  • 401k plan with match
  • Commuter benefits
  • Healthcare coverage
  • Flexible work schedule
  • Paid parental leave
  • Unlimited PTO
  • Learning & development
  • Generous share package
Company Core Values
  • We execute with intention
  • We roll up our sleeves
  • We create solutions
  • We collaborate with trust
  • We put the team & the homeowner first
  • We communicate directly & constructively