We're changing the way people invest.
For too long, access to alternative investments was mostly available to the ultra-wealthy, while everyday investors had fewer investment options. Our company was founded on the principle that everyone should have the chance to build diversified portfolios that include assets they’re truly passionate about.
So we created a platform that allows ordinary people to invest their tax-advantaged retirement funds into non-traditional assets like private equity and credit, real estate, startups, cryptocurrency, and more.
By joining our growing team, you'll be helping to make our mission a reality while working alongside our team of talented individuals who are dedicated to innovation, collaboration, and transforming the future of alternative investing.
Job Description:
As a Strategic Finance & FP&A Associate you will be the go-to partner for anything related to modeling and forecasting of our business operations, financial plans, and strategic initiatives.
You must possess expert analytical and modeling skills combined with the ability to present the results of your work in a professional manner supported by logic and data. You should be very driven, proactive, hands-on, inquisitive, and organized.
Your work, whether it's reviewing and analyzing financial results, modeling business scenarios, tracking performance metrics, or presenting to leadership, will be used to make strategic company decisions. You'll provide executive management and senior leadership with modeling, planning and reporting support to ensure sound financial and operational decisions are made. This role provides an excellent opportunity to learn about the key drivers and issues related to business, own strategic analytics and FP&A, and interface with Executive, Operations, and Finance leaders.
We are a high-growth fintech company dedicated to making alternative investments a core component of every portfolio. We offer affordable, scalable access to private market opportunities, empowering more investors to diversify with confidence.
Essential Duties and Responsibilities:
• Play a lead role in understanding business growth, risks, and opportunities, and then communicating these insights through executive and leadership-level presentations
• Ownership of sophisticated models and financial analysis to validate, interpret, track and communicate operational, financial, & strategic initiatives
• Develop, maintain, and enhance Operating Plan forecast, quarterly re-forecasts, and monthly and quarterly variance analysis on income statement, balance sheet, and cash flow
• Perform comprehensive analysis, modeling, and reporting of financial/business information, including but not limited to forecasting, scenario planning, balance sheet management, business case / project analysis, and strategic initiatives
• Prepare required reporting (leadership, exec, board, etc.) in a complete, accurate, credible, and timely manner
• Present reporting package to the executive and leadership teams on a consistent monthly cadence
• Other ad hoc requests
Education and Experience:
• Undergraduate degree in accounting, finance, or economics
• A minimum of 3+ years’ investment banking with a national or regional investment bank, private equity
• Expert modeling/analytics, reporting, and presentation experience
• Expert proficiency in Excel, Tableau, Datarails, and modern planning and reporting tools
• Proficiency in Python to extract and analyze large financial datasets
• CFA (Level 1 or higher) or CPA designation a plus
Required Skills and Abilities:
• Robust analytical skills and business sense, combined with excellent business judgment and strategic thinking, with an ability to see the implications of actual and planned activities
• Strong written and verbal skills with ability to articulate their position and defend that position logically
• Highly organized, independent, self-starter with the ability to own, prioritize, follow through, and successfully complete multiple initiatives
• Strong quantitative and technical abilities with an unwavering attention to detail and accuracy while maintaining a broader perspective
• Excellent presentation, and modeling skills with the ability to communicate with executive business partners in a manner that adds value to management decisions
• Experience in a successful executive-level business partnership
• Quick thinking, action-oriented, and with a commitment to excellence
• Ability to self-direct, analyze and evaluate and form independent judgments
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment
Benefits:
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