Strategic Finance Analyst

Strategic Finance Analyst

Company Information

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation.

Position Overview

Join CAIS as a Strategic Finance Analyst and turn data into decisions that power our next phase of growth. In this early-career position, you will enhance core financial models, automate KPI dashboards, and translate complex findings into clear stories for senior leadership. Success in this role calls for a blend of analytical skills and business curiosity. You should feel at home writing SQL, working with structured data, and visualizing results in modern BI tools—while always asking, “What does this mean for the business?” You’ll have meaningful ownership of day-to-day analytics, and the chance to lead strategic projects under supportive mentorship. If you are a data-savvy financial analyst eager to make an outsized impact at a growing fintech that is redefining access to alternative investments, we’d love to meet you.

Responsibilities

Process Automation & Data Governance

• Liaise with Data and Engineering teams to develop scalable SQL-based data pipelines, improving reporting speed and accuracy.
• Continuously improve workflows, identifying opportunities to automate and standardize reporting.

Data Visualization & Insights

• Develop interactive Tableau dashboards tracking KPIs, unit economics, and P&L trends.
• Consolidate results and craft presentations that drive data-backed decision making.

Financial Modeling & Forecasting

• Maintain and refine the company-wide financial model.
• Build scenario model tools to evaluate new product and market initiatives.

Stakeholder Communication

• Prepare management- and board-ready presentations summarizing performance, forecasts, and strategic initiatives.
• Translate leadership questions into concise analyses and recommendations.

Strategic Projects

• With guidance from senior team members, support special projects that analyze the impact of proposed business decisions.

Qualifications

• 1 + years in a data-driven finance, consulting, or fintech role.
• Bachelor’s in Finance, Economics, Computer Science, Data Science, Engineering, Math, or related field.
• Proficiency in SQL for data transformation and analysis (Snowflake experience a plus).
• Demonstrated skill with at least one BI tool (Tableau, Looker, or Power BI).
• Advanced Excel and financial-modeling capability; solid grasp of P&L and forecasting concepts.
• Strong PowerPoint skills and storytelling ability for technical and non-technical audiences.
• Proven success juggling multiple priorities in a fast-paced environment with high ownership.

Preferred Qualifications

• Experience with alternative-investment products or wealth-management platforms.
• Familiarity with Python for data analysis and automation.
• Knowledge of GAAP/IFRS principles and revenue recognition.
• Prior experience building dashboards adopted by cross-functional teams.

Employment Type:

• [Not Specified]

Location Type:

• [Not Specified]

Salary:

• [Not Specified]