SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Willow Wealth is a leading private markets investment platform democratizing access to alternative investments (real estate, venture capital, private equity, art, short-term notes). The company has raised over $250M from top-tier investors including Redbird, Mayfair, Stepstone, Khosla Ventures, and a16z.
As a Strategic Finance Associate, you will be a core member of a high-powered finance team composed of former investment banking and private equity professionals. You will play a crucial role in supporting the company's financial strategy and operations.
Key responsibilities include:
- Developing deep understanding of business drivers and fundamentals to solve complex business problems across the organization
- Assisting with financial forecasting and planning, maintaining and improving the long-term consolidated company forecast model
- Conducting key metric analysis and financial reporting
- Building financial models and supporting strategic financial projects
- Preparing executive and board-level communications and presentations
- Working cross-functionally with executive leadership, investment professionals, marketing & sales, technology & product, and legal teams
The role requires strong analytical skills, a solid foundation in corporate finance, capital markets knowledge, and strategic thinking. You will have exposure to alternative asset classes and the fintech ecosystem while working alongside seasoned investment professionals. This is an opportunity to contribute meaningfully to a company reimagining access to alternative investments for millions of individual investors.
