Training The Street · 1 month ago
Senior Associate - Strategic Finance
Charlotte, NC
Full-time
Hybrid
Senior LevelTraining The Street is a global company seeking a Senior Associate - Strategic Finance to lead their FP&A efforts and serve as a strategic partner across the business. This role involves financial planning, analysis, and collaboration with various departments to drive growth and support decision-making.
EducationFinancial Services
Responsibilities
Lead the development and management of the annual operating plan, long-term financial forecasts and rolling budgets, cash planning and covenant compliance
Build and maintain financial models, scenario analyses, and profitability frameworks to support decision making on strategic initiatives, capital allocation, and operational planning
Prepare and present executive-level weekly and monthly financial reporting, including trends, variances, KPIs, and business drivers
Strengthen financial processes, tools, and analytics
Lead or support the evaluation and execution of potential mergers and acquisitions, including financial modeling, due diligence, strategic fit assessments, and integration planning
Partner with Account Management and Business Development leadership to assess pipelines, optimize sales performance, and evaluate the financial impact of new business activities
Collaborate with Technology and Infrastructure teams on major technology evaluations and decisions, investment analyses, and long-term systems planning
Support People and Operations teams on organizational productivity analysis, new group structures, vendor and contract review, and cost-management strategies
Opportunity to provide financial and strategic input on other corporate functions, including the company website and marketing, market strategy, and new initiatives
Develop and refine KPIs, dashboards, and reporting mechanisms to improve visibility into course economics, operational efficiency, and cost trends across the organization
Qualification
Required
Prior experience in investment banking, corporate banking, FP&A, strategic finance, or similarly rigorous analytical roles
Advanced financial modeling skills, with a strong track record of building, maintaining, and owning complex models with a high degree of accuracy and discipline
Exceptional attention to detail and data integrity, with clear accountability for deadlines, outputs, and financial deliverables
Strong written and verbal communication skills, with the ability to translate complex financial analyses into clear, actionable insights for operational leaders and executives
Proven ability to partner cross-functionally with technical, operational, and senior stakeholders in a fast-paced environment
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
Company
Training The Street
Training The Street provides integrated teaching solutions on financial concepts.
Founded in 1999
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
AEA InvestorsFalfurrias Capital Partners
2025-05-28Debt Financing
2021-06-21Private Equity
Leadership Team
Scott Rostan
CEO
Andrew Bender
Chief Financial Officer
Recent News
Company data provided by crunchbase