Senior Associate, FP&A

Founded in 2006 and headquartered in NYC, Strategic Funding Source has been recognized by customers and the industry as one of the most reliable and respected names in small business financing. With flexible financing options, we provide small businesses with the working capital they need to take advantage of opportunities and grow. We fund businesses in hundreds of industries and throughout multiple stages of growth. Using our first-hand knowledge of running small businesses, we are able to provide a personalized experience and financing solutions that are tailored to meet each customer’s unique situation. SFS is a fast growing industry leader seeking to add a passionate, hardworking professional to join our finance department. The Finance and Accounting team is responsible for working with business leaders to drive long-term and short-term forecasting, budgeting and financial reporting as well act as a partner to the business in driving growth and leading key initiatives.


Essential Job Duties/Responsibilities:

  • Process optimization in forecasting & reporting and the ability to manage and forecast cash usage
  • Developing and monitoring key performance indicators
  • Communicating financial results (actual, budget, forecast) to the company and investors
  • Partner with the business leaders and budget owners to drive long-term and short-term planning for Operating Expenses, along with performing the variance analysis of actuals to forecast/budget
  • Work with Accounting and Treasury to streamline and automate processes
  • Partner with the head of Finance Planning & Analysis to drive operating rhythms for planning session and play a key role in understanding actual performance relative to the budget and forecast
  • Measure and monitor departmental performance using established KPIs as well as look to develop additional ways to measure business performance
  • Play a key role in the incentive compensation process as it relates to commissions



  • Bachelor s Degree; Finance, Accounting or Economics a plus but not required
  • 1-3 years of experience within FP&A or other finance divisions
  • Advanced skills in Microsoft Excel and PowerPoint, Tableau and database/data warehouse skills desirable
  • Highest standards of integrity, accuracy, and are highly organized and self-motivated
  • Excellent verbal and written communication skills
  • You have the ability to think creatively and are naturally curious

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