Strategic Finance Principal

Who We Are: Kimblewick is a boutique Strategic Finance & Transaction advisory firm built by former operators, investors, and advisors. Founded in 2023, we have worked with 50+ clients, including $500M+ in transactions. We work across a range of mission critical finance, strategy, and transaction projects with venture-backed, family-owned, and private equity backed businesses. At Kimblewick, we turn financial complexity into a competitive advantage by taking a high-impact, execution-focused approach to advisory.

As a Strategic Finance Principal, you will play a critical role in shaping strategies for our diverse client base. The position offers an opportunity to engage in a wide array of projects, from financial modeling and cash management to M&A and Fundraising transaction support. You will work closely with executive teams, providing actionable recommendations to enhance business performance and support strategic decision making.

What You’ll Do:

• Clearly and succinctly tell the “story” of a business using financial and operational data

• Engage in C-suite and executive-level conversations to share strategic advice and recommendations

• Create detailed operating models that provide insights into profitability, cash flow, and capital structure

• Develop financial metrics for unit economics, working capital management, and investment ROI

• Manage key corporate development initiatives including equity/debt fundraising and M&A

• Implement process automation and improvements to streamline financial operations

• Oversee external service providers to drive cross-functional deliverables

Who You Are:

• 5+ years of experience

• Independent critical thinker and entrepreneurial; you’re always looking for creative solutions

• Excellent communication skills with an appreciation for internal vs. client facing tone

• Proficient in Excel with a strong analytical background

  • Experience with accounting software (e.g. QuickBooks, NetSuite) is a bonus

  • Knowledge of SQL and data visualization tools (e.g. Looker, Tableau) is also advantageous

• Hold a Bachelor’s degree

Location: Based in New York City, with a hybrid work environment (open to in-person 2-4x/week)

Compensation:

• Salary Range: $165,000 - $200,000 NYC

• Significant variable cash bonus opportunities

• Final salary will be determined by the candidate’s experience, knowledge, and skills. Salary reflected does not include variable pay or other types of compensation, where applicable