Strategic Finance Associate

Strategic Finance Associate

Full-Time 50000 - 60000 £ / year (est.) No working from home possible
Plum Fintech

At a Glance

  • Tasks: Partner with teams to ensure Plum's financial health and evaluate growth initiatives.
  • Company: Join Plum, a smart saving and investing app with over 2 million users.
  • Benefits: Stock options, private health insurance, flexible remote work, and generous holiday.
  • Other info: Enjoy a fun, inclusive culture with annual team trips and sabbaticals.
  • Why this job: Be part of a passionate team making a real impact in fintech.
  • Qualifications: 2+ years in finance, strong Excel skills, and analytical mindset.

The predicted salary is between 50000 - 60000 £ per year.

We’re Plum, your smart saving and investing app on a mission to help grow money for life. Since 2016, over 2 million people in 10 European markets have set aside more than £3 billion with our clever automation and AI. As recognition for our work, we’ve received awards from the likes of Deloitte, Finder, and more.

The Team & The Role

As a Strategic Finance Associate you will be part of our Finance Team and work closely with the Partnerships and Product teams, to make sure Plum is in good financial health and well prepared for scale! Typical areas of focus will include:

  • Partnering with functional owners
  • Evaluating growth initiatives
  • Financial analysis
  • Business case modeling
  • Unit economics analysis
  • Investor relations

The role will fit someone who is proactive, hands on, analytical and curious about how to build a business sustainably.

What You Will Do

  • Partner with the business (in particular product and marketing / growth) to make sure we prioritise the right initiatives
  • Evaluate the economics and pricing for potential initiatives
  • Build and own financial models, including scenario and in-depth ad-hoc analysis
  • Use AI to drive analysis and insight faster
  • Develop frameworks to gain insights into revenue, costs, margins
  • Build strong relationships with key stakeholders, becoming a trusted strategic partner
  • Support on fundraising, investor management, board reporting
  • Embrace automation / AI across all Finance processes

What We Look For

  • 2+ years of experience in investment banking, consulting or high-growth start ups
  • Robust knowledge of Excel and complex financial modeling
  • Strong analytical background and experience using data to drive insight
  • Experience using AI agent to drive analysis and improve processes
  • Attention to detail and problem-solving skills
  • Taking ownership of your work and collaborating as a team player
  • Ability to influence senior leaders and present complex financial data with confidence and clarity

Nice to have:

  • Experience in fintech
  • Experience in cross-functional partnering

Plum Perks

  • Own part of the company through stock options
  • Private health insurance
  • Annual training budget
  • Free Plum Boost Subscription
  • Flexible approach to remote working: we encourage at least 2 days a week in one of our beautiful offices in London, Athens or Cyprus
  • Team breakfasts and team lunches
  • 25 days holiday + bank holidays
  • 45 work-from-anywhere days
  • 2 weeks sabbatical after 4 years
  • Enhanced parental leave
  • 1 paid volunteering day annually
  • Annual team trip: to a surprise destination!
  • A fun, inclusive company culture

If this sounds like you, we’d love to hear from you!

Strategic Finance Associate employer: Plum Fintech

At Plum, we pride ourselves on being an exceptional employer, offering a vibrant and inclusive work culture that fosters collaboration and innovation. As a Strategic Finance Associate, you'll enjoy unique benefits such as stock options, private health insurance, and a flexible remote working policy, all while contributing to our mission of helping millions grow their savings. With ample opportunities for professional growth, including an annual training budget and a two-week sabbatical after four years, Plum is the perfect place for those looking to make a meaningful impact in the fintech space.

Plum Fintech

Contact Details:

Plum Fintech Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Strategic Finance Associate

Tip Number 1

Network like a pro! Reach out to current or former Plumsters on LinkedIn. A friendly chat can give you insider info and maybe even a referral. We all know how much that can help!

Tip Number 2

Prepare for the interview by diving deep into Plum’s mission and values. Show us you’re not just another candidate, but someone who genuinely aligns with our goals. Bring your passion for finance and innovation to the table!

Tip Number 3

Practice your financial modelling skills before the interview. We love candidates who can demonstrate their analytical prowess. Maybe even bring a sample model to discuss – it’ll show us you mean business!

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.

We think you need these skills to ace Strategic Finance Associate

Financial Analysis
Business Case Modelling
Unit Economics Analysis
Excel
Complex Financial Modelling
Analytical Skills
Data-Driven Insight

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Strategic Finance Associate role. Highlight your experience in investment banking or consulting, and don’t forget to showcase your analytical skills and any relevant financial modelling expertise.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about Plum and how your skills align with our mission. Be sure to mention any experience with AI and automation, as that’s a big plus for us!

Showcase Your Analytical Mindset:In your application, demonstrate your analytical mindset. Share examples of how you've used data to drive insights or improve processes in previous roles. We love seeing how you think and solve problems!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates from us. Plus, it shows you’re keen on joining the Plum team!

How to prepare for a job interview at Plum Fintech

Know Your Numbers

As a Strategic Finance Associate, you'll be dealing with financial models and analysis. Brush up on your Excel skills and be ready to discuss how you've used data to drive insights in previous roles. Prepare examples of financial models you've built or worked on.

Understand Plum's Mission

Familiarise yourself with Plum's mission and values. Be prepared to explain how your experience aligns with their goal of helping people grow their money sustainably. Show genuine enthusiasm for the fintech space and how you can contribute to their journey.

Prepare for Scenario Questions

Expect questions that assess your analytical thinking and problem-solving skills. Practice answering scenario-based questions where you evaluate growth initiatives or pricing strategies. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

Build Relationships

Since the role involves partnering with various teams, think about how you can demonstrate your ability to build strong relationships. Share examples of how you've collaborated with cross-functional teams in the past and how you can become a trusted strategic partner at Plum.