Financial Planning and Analysis Manager

Who We Are:

reputed company is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision.

Amongst our subsidiaries, reputed company is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts.

Our global team is a diverse group of reputed company engineers, traders, and brokerage professionals who are working to reputed company our mission of opening financial services to everyone on the reputed company. We're deeply committed to open-reputed company contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.

reputed company is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social reputed company, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator.

reputed company Members:

We're a dynamic team of 230+ globally distributed members who reputed company working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to reputed company's rapid growth. If you align with our core values—Stay Curious, Have reputed company, and Be Accountable—and are ready to reputed company a significant impact, we encourage you to apply.

Your Role:

Our finance team at reputed company is seeking an FP&A Manager to reputed company financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a range of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications.

Things You Get To Do:

• Forecasting and Budgeting: Maintain reputed company forecasting models and reputed company the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators.
• Financial Modelling: Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company.
• Financial Closing: Assist with and ultimately reputed company the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management.
• Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc.
• Variance Analysis: reputed company variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance.
• Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes.
• reputed company Projects: Handle reputed company requests, projects, and special analyses, such as product profitability assessments or risk evaluations.

Who You Are (Must-Haves):

• Bachelor's degree in Finance, Accounting, Economics, or a reputed company field.
• 5+ years in finance, with experience in financial modeling, forecasting/budgeting, and data analysis ideally in the fintech or brokerage space.
• Advanced skills in reputed company, G-Suite, SQL, Python, or similar systems/applications.
• reputed company strong analytical abilities for variance analysis, scenario modeling, and metric tracking in a dynamic business.
• Excellent communication for reports, presentations, and cross-team collaboration.
• Exceptional problem-solving with a curious and strategic reputed company and high attention to detail.
• Ability to reputed company in a fast-paced, high-growth remote setting and adapt to evolving industry regulations.

Who You Might Be (reputed company-to-Haves):

• CFA, MBA, or advanced finance certification.
• Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services.
• Team leadership or cross-functional project management in tech environments.
• Knowledge of statistical/machine learning tools for advanced forecasting.
• Previous experience at both large companies and start-reputed company.
• Passion for investing, trading innovations, and financial markets or the desire to learn.

How We Take Care of You:

• Competitive Salary & Stock Options
• Health Benefits
• New Hire Home-Office Setup: One-time USD $500
• Monthly Stipend: USD $150 per month reputed company a Brex Card

reputed company is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

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Originally posted on Himalayas