Sr. Associate- Startup Finance

Role Summary

We are seeking a Senior Finance Associate to lead multiple high-impact client engagements under our fractional CFO and investment advisory services. The ideal candidate will independently manage financial models, reports, pitch materials, and investor-facing documents.

This role requires a strong foundation in financial planning, investment evaluation, and accounting, with the ability to work directly with client stakeholders and internal teams.

This position is critical to enabling Fintler’s leadership to focus on strategic growth while maintaining best-in-class service delivery.

Key Responsibilities

🔹 Financial Modeling & Business Planning

Develop and maintain 3-statement financial models, scenario analysis, and cash flow forecasts.

Build business plans and budget models tailored to SMEs and startups across various industries.

Analyze cost structures, margins, and pricing strategies to support decision-making.

🔹 Fundraising & Investor Support

Prepare investor-ready pitch decks, financial summaries, and business teasers.

Support clients through fundraising rounds with modeling, documentation, DDs and Q&A.

Liaise with banks, investors, and grant agencies on behalf of clients.

🔹 Dashboard Reporting & Performance Analysis

Design financial dashboards and track KPIs using Excel, Google Sheets, or Power BI.

Monitor client financial performance, identify trends, and provide actionable insights.

Present monthly and quarterly reports to business owners and board members.

🔹 Investment Evaluation & Strategic Advisory

Evaluate investment opportunities and projects using IRR, payback period, and sensitivity analysis.

Draft investment memos and provide financial insights to guide capital decisions.

Benchmark client performance against industry norms and investor expectations.

🔹 Accounting Collaboration & Financial Accuracy

Work closely with the accounting team to validate financial data and ensure reliable reporting.

Understand and apply core accounting principles (IFRS or local GAAP).

Review trial balances, support audits, and ensure proper documentation.

🔹 Client Leadership & Team Support

Lead finance workstreams across multiple client accounts.

Coordinate cross-functionally with Fintler’s Accounting and Digital Products streams.

Mentor junior team members and contribute to internal tools, templates, and resources.

Qualifications

Education & Certification

Bachelor’s degree in Finance, Accounting, or related field.

CFA Level 3, ACCA qualified, or equivalent certification preferred.

Experience

Minimum 3 years of experience in financial planning, corporate finance, investment advisory, or a similar role.

Demonstrated experience in financial modeling, business planning, and stakeholder reporting.

Exposure to SME/startup environments, consulting, or professional services preferred.

Technical Skills

Advanced Excel skills; ability to build financial models from scratch.

Proficient in PowerPoint and professional presentation preparation.

Familiarity with ERP systems (Odoo is a plus), and dashboard tools like Power BI or Google Data Studio.

Soft Skills

Strong communication and interpersonal skills with the ability to engage directly with clients.

Analytical, structured thinker with a hands-on, solution-oriented mindset.

Ability to manage multiple priorities and work independently under minimal supervision.