Talent.com
Strategic Finance Associate / Manager
Strategic Finance Associate / ManagerPublic • New York, NY, US
No longer accepting applications
Strategic Finance Associate / Manager

Strategic Finance Associate / Manager

Public • New York, NY, US
20 hours ago
Job type
  • Full-time
Job description

Strategic Finance Associate / Manager

Public

  • New York City, NY

About

Public is a long-term investing platform that uses AI and a wide variety of asset classes—including stocks, bonds, crypto, and options—to build portfolios for affluent investors. Launched in 2019, Public has managed billions in assets and raised over $400 M from investors such as Accel and Tiger Global.

The Role

This analytical, business-oriented role supports Public's financial strategy, decision-making, and long-term planning. Projects include financial planning & analysis, business operations, fundraising and M&A. The position may be up-leveled depending on experience and skill set. This is an onsite role based in the New York City office.

What You'll Do

  • Own, operate, and improve the company's financial model; help forecast and manage annual budgeting.
  • Prepare ongoing management financial reporting (P&L, variance vs. budget, departmental and product P&L, KPI monitoring, management discussion & analysis) for the executive team, investors and internal stakeholders in close collaboration with Accounting.
  • Collect, analyze, and interpret financial and operational data to identify trends, inefficiencies and improvement opportunities.
  • Serve as a liaison between Finance and other departments (Marketing, Product, Brokerage, People, etc.) to provide financial support and clarity for budget owners.
  • Maintain vendor-level budgets and forecasts; establish recurring reporting cadence to spot cost-saving opportunities, analyze budget vs. actuals and ensure consistency across forecasting, procurement and approval processes.
  • Who You Are

  • 4+ years of professional experience
  • 2+ years at an investment bank, management consulting firm or similar; 2+ years in a high-growth, fintech or tech-enabled business.
  • Advanced Excel skills—ability to create and manage complex spreadsheets.
  • Strong problem-solving skills; ability to think strategically and outside the box.
  • Excellent written and verbal communication; ability to present complex information clearly.
  • Intermediate understanding of general accounting concepts, including GAAP.
  • Bonus
  • Experience with BI tools (Looker, Tableau, etc.) and SQL.

  • Familiarity with FP&A software and financial automation tools.
  • Public is an equal-employment-opportunity employer that prohibits discrimination and harassment in any form and celebrates diversity across race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.

    Compensation : $110,000 – $140,000, based on skills and experience.

    Benefits

  • Fully paid healthcare – 100% of premiums for available plans.
  • 401(k) matching – 4% company match on contributions.
  • In-office meals – daily lunch provided.
  • Paid time off – generous vacation days, sick leave.
  • Paid parental leave – up to 3 months paid.
  • Flexible spending account.
  • Citi Bike membership.
  • Reproductive care – $5,000 travel stipend if care unavailable where you live.
  • Seniority level : Mid-Senior level

    Employment type : Full-time

    Job function : Finance and Sales

    J-18808-Ljbffr

    Create a job alert for this search

    Manager Strategic Finance • New York, NY, US