Strategic Finance Associate
Confirmed live in the last 24 hours
Clea Ai

201-500 employees

AI assistant providing personalized financial insights and tools
Company Overview
Cleo, an AI-driven financial platform, is committed to alleviating financial stress by providing personalized financial insights and tools with a touch of humor, having already assisted 7 million users. The company's culture fosters collaboration, personal growth, and values each employee's voice, creating a purpose-driven work environment. Cleo's unique approach to credit building, which eschews traditional credit checks, further sets it apart in the industry, demonstrating its commitment to inclusive financial growth.
AI & Machine Learning
Financial Services

Company Stage

Series C

Total Funding

$138.3M

Founded

2016

Headquarters

, United Kingdom

Growth & Insights
Headcount

6 month growth

16%

1 year growth

20%

2 year growth

-5%
Locations
New York, NY, USA • Vancouver, BC, Canada
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Market Research
CategoriesNew
Business & Strategy
Finance & Banking
Requirements
  • 3+ years of experience in strategic / corporate finance, investment banking, private equity, consulting, or venture capital
  • Strong financial modeling skills
  • Comfort creating and presenting materials to an executive audience
  • Deep understanding of equity and debt capital markets, financing structures and transactions
Responsibilities
  • Help with and eventually lead various strategic and commercial analysis
  • Collaborate with colleagues across the wider Finance, Commercial, & Product teams
  • Contribute to board materials, fundraising materials, and other external reporting
  • Support equity and debt fundraising activities
  • Assist with the Finance team’s monthly, quarterly, and annual reporting processes
  • Conduct competitor analysis benchmarking, comparable analysis, and market research
  • Regular reporting on key metrics to senior management & the Board
  • Lead projects to develop & future-proof the Finance function
Desired Qualifications
  • Passion or previous experience in the Fintech sector
  • Experience working for a Global company across different time zones