Strategic Finance Associate

Summary

Join Wrapbook's Strategic Finance team as a Strategic Finance Associate and contribute to data-driven financial and strategic decision-making. This remote role (USA/Canada) supports corporate strategy, planning, capital markets, and investor relations. You will build financial models, create presentations for executives and the board, and drive internal/external financial reporting. The ideal candidate possesses strong analytical and communication skills, along with experience in investment banking, private equity, or high-growth startups. This high-impact role offers significant leadership exposure and the opportunity to influence long-term shareholder value at a rapidly growing company.

Requirements

• Bachelor's degree
• 5 years of experience in a combination of investment banking, private equity, and high-growth startups
• Expert Excel and SQL skills; extensive experience building three-statement financial models and analyzing large data sets
• Effective communication skills; ability to distill complex analyses into structured outputs and present to all levels of management
• Highly organized, independent, and self-motivated
• Ability to think creatively and critically
• Working knowledge of GAAP

Responsibilities

• Support strategic decision-making through analysis, with a focus on owning the financial model that drives company-wide planning and capital allocation decisions
• Build sophisticated financial models and synthesize outputs into concise presentations to drive executive and board decision making processes
• Drive internal and external financial reporting to support decision making and investor relations activities
• Support strategic initiatives through a combination of business partnering, analytical insight, and project management
• Collaborate across all levels of the organization by developing a deep understanding of Wrapbook’s business model, including product and market strategies, competitive context, and internal processes

Preferred Qualifications

• Experience with FP&A planning tools such as Adaptive or Anaplan
• Experience working with SalesForce and SaaS-based sales analytics

Benefits

• Unlimited Paid Time Off
• Work from anywhere in Canada and USA
• Health and Dental benefits
• Up to $1500 towards IT set up for your home
• Up to 2% matching RRSP / 401K
• Learning and Development opportunities
• Up to $50 USD/ $66.50 CAD towards Internet/Cell phone service