Strategic Finance Lead at Titan

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

AI, IT Services, Managed Service ProvidersIndustries

Requirements

Experience in investment banking, private equity, corporate development, strategic finance, or a high-growth operating company
Exceptional financial modeling, forecasting, and analytical skills
Strong business judgment and ability to translate data into actionable insights
Excellent communication skills and executive presence; able to distill complex topics for senior stakeholders
Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment

Responsibilities

Lead financial planning, budgeting, and forecasting across Titan and portfolio MSPs
Build and maintain robust financial models to inform decision-making, capital allocation, and growth planning
Partner with leadership on setting and tracking KPIs for operational performance across the portfolio
Support M&A by evaluating targets, building deal models, and integrating acquisitions into corporate financials
Prepare board materials, investor updates, and strategic presentations
Develop analytical frameworks for evaluating new growth initiatives, pricing strategies, and investments
Work cross-functionally with operations, product, and M&A to ensure financial rigor in strategic decisions

Skills

Key technologies and capabilities for this role

Financial PlanningBudgetingForecastingFinancial ModelingCapital AllocationM&A EvaluationBusiness IntegrationFP&A

Questions & Answers

Common questions about this position

Is this role remote or onsite?

This is an onsite position.

What experience is required for the Strategic Finance Lead role?

Candidates need experience in investment banking, private equity, corporate development, strategic finance, or a high-growth operating company.

What key skills are needed for this position?

The role requires exceptional financial modeling, forecasting, and analytical skills, strong business judgment, excellent communication skills with executive presence, and high organization in a fast-paced environment.

What is the work environment like at Titan?

This is a high-visibility, high-impact role in a fast-paced, entrepreneurial environment at the forefront of AI and IT services.

What makes a strong candidate for this role?

A strong candidate has experience in investment banking, private equity, or similar, with exceptional financial modeling skills, strong business judgment, excellent communication, and thrives in fast-paced environments.

Titan

Wealth management for high-earning professionals

About Titan

Titan provides wealth management services specifically tailored for high-earning professionals who are making significant impacts in their fields. The firm offers personalized investment advice and brokerage services, ensuring that clients receive tailored financial guidance to meet their unique needs. Titan operates through SEC-registered entities, which adds a layer of trust and security to its services. What sets Titan apart from its competitors is its combination of traditional wealth management practices with innovative member benefits, creating a comprehensive platform that aims to support clients throughout their financial journey. The goal of Titan is to be the ultimate wealth management solution for this generation, allowing clients to focus on their careers and personal lives while ensuring their financial wellbeing.

New York City, New YorkHeadquarters

1981Year Founded

$168.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees