Currently representing a leading digital asset management firm - backed by the most accomplished investors in venture capital. They are seeking an FP&A Lead to drive financial planning, forecasting, and strategic analysis. This role offers the opportunity to partner with senior leadership, influence key business decisions, and shape the finances of a fast paced firm.
LOC- San Francisco, CA (Hybrid)
COMP- $150-250k base + equity
RESPONSIBILITIES-
- Build and maintain financial models to evaluate operational scenarios and product launches
- Budgeting, forecasting, long term financial planning (quarterly, annual, etc.)
- Strategic insights in regards to capital allocation and creating value
- Variance analysis and performance tracking
- Aid in monthly reporting packages
- KPI Dashboards
- Flashes
- Board reporting
- Streamline FP&A processes and automating processes where applicable (implementing systems)
- Collaborate with alternative business units in regards to budget
- Coordination with stakeholders across the business and articulating data to investors / senior leadership
QUALIFICATIONS-
Prior experience within financial services, broker dealers, asset managers, etc.6-12 years of experience in FP&A, investment banking or strategic financeBudgeting & forecasting expertiseAbility to perform monthly closes and participate in reporting cyclesKnowledge of general accounting principles and ability to analyze and plan around themAbility to develop financial models from scratchProficiency in excelProficient in financial systems such as NetSuite (preferred), and BI tools like Tableau or Mode, or Power BI; SQL a plusBachelor's degree in related fieldAbility to articulate financial results and work in a fast paced environment