Finance Analyst / Associate to the CFO
Clera
📍 New York, New York, US0💼 Full-time🕐 5/23/2026
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Role overview
Clera is hiring for the Finance Analyst / Associate to the CFO role in New York, New York, US. It is full-time, Executive level, in the Finance sector. It was posted 5/23/2026.
On TalentyGo you can review this job and apply more effectively: Charlie prepares an ATS-optimized resume and a cover letter tailored to "Finance Analyst / Associate to the CFO" at Clera in about a minute. Before you apply, you can also check how well your profile fits, with a match score based on skills, experience, location and seniority.
- Role
- Finance Analyst / Associate to the CFO
- Company
- Clera
- Location
- New York, New York, US
- Work mode
- On-site
- Employment
- Full-time
- Seniority
- Executive
- Sector
- Finance
- Posted
- 5/23/2026
Description
About The Role
A well-funded fintech company is building out its early-stage finance function in New York City and looking for a sharp, ambitious Finance Analyst or Associate to work directly alongside executive leadership. This is a rare opportunity to be one of the first finance hires on the ground — sitting alongside the CFO from day one, with broad ownership across budgeting, forecasting, investor reporting, and operational finance. If you want to shape a finance function from scratch at a fast-growing fintech, this role is for you.
What You'll Do
• Partner directly with the CFO and collaborate closely with the CEO office on day-to-day finance operations
• Prepare investor reporting packages and materials for board meetings
• Lead budgeting and forecasting efforts to support strategic growth planning
• Execute operational finance work required to run a scaling fintech business
• Help design and implement finance processes grounded in lean principles and AI-enabled tooling
• Take broad ownership of finance initiatives across the organization
What We're Looking For
Required
• 1–4 years of experience in finance, FP&A, or a closely related field
• Strong financial modeling skills and advanced Excel proficiency
• Experience with budgeting, forecasting, and financial planning
• Experience preparing investor reporting and board materials
• Ability to collaborate effectively with C-suite executives and cross-functional teams
• Low ego, high ambition, and a collaborative mindset
• Strong academic background and solid finance fundamentals
• Must be authorized to work in the United States without visa sponsorship
• Located in New York City or willing to relocate
Nice To Have
• Experience in fintech, startup, or high-growth scale-up environments
• Familiarity with lean principles and AI-enabled finance processes
Location
This is a fully on-site role based in New York City, NY. Candidates must be located in NYC or willing to relocate. No visa sponsorship is available.
Why This Role
• High ownership and direct exposure to executive leadership from day one
• Opportunity to build a finance function from the ground up at a well-funded fintech
• Work at the intersection of finance, technology, and lean operational design
• Fast-moving, collaborative culture that values initiative over hierarchy
The market for this role in New York
TalentyGo lists 3083 similar roles (195 in New York), 10% remote. Charlie ranks them against your CV, each with a clear score.
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