Financial Planning & Analysis (FP&A) Lead (Director Level) in San Francisco

Job Description

It’s rare that a new asset class is born. Nevertheless, we’re witnessing exactly that with the rise of crypto. Over just the last few years, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few years. This is an exciting moment for Bitwise as a firm. For seven years, we have established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, staking solutions, and hedge fund strategies. This year, we crossed $12B in client assets and are growing quickly. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. We are known for providing unparalleled client support through expert research and commentary, a nationwide client team of crypto specialists, and deep access to the crypto ecosystem. Currently, Bitwise is a close-knit team of 90+ professionals. Think of us as a mix of an asset manager and a tech start‑up. We’re backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we’re excited about what’s ahead.

Primary Responsibilities

• Lead the annual budgeting, quarterly forecasting, long‑range planning, and rolling outlook processes in coordination with stakeholders across the business.
• Support, enhance, and deliver monthly reporting packages, including flashes, board reporting, and KPI dashboards.
• Conduct variance analysis and performance tracking against budget and forecast, highlighting key drivers of results.
• Identify opportunities to streamline and improve FP&A processes, reporting workflows, and tools.
• Own or contribute to the implementation and optimization of financial systems and tools (e.g., NetSuite, Excel‑based models, AI, BI tools).
• Build and maintain dynamic financial models to evaluate new product launches, strategic initiatives, and operational scenarios.
• Provide insights and recommendations on resource allocation, profitability, and long‑term value creation.
• Present findings and recommendations in a clear, data‑driven way to senior leadership, board members, and investors.
• Collaborate with cross‑functional teams (e.g., Sales, Marketing, Product, Operations, HR, and Accounting) to support business planning and performance tracking.
• Serve as a trusted advisor by providing financial expertise, guidance, and actionable insights that align financial goals with business objectives.
• Develop strong relationships with business leaders to ensure accountability and informed decision‑making.

Role Requirements

What We Offer

Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. It is the policy of Bitwise to ensure equal opportunity. All candidates are considered without regard to , , , , , , , , marital status, ancestry, physical or mental , veteran status, or any other legally protected characteristics.

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