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FP&A Lead

FP&A Lead

Selby JenningsSan Francisco, CA, United States
7 hours ago
Job type
  • Full-time
Job description

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 finance
  • Budgeting & forecasting expertise
  • Ability to perform monthly closes and participate in reporting cycles
  • Knowledge of general accounting principles and ability to analyze and plan around them
  • Ability to develop financial models from scratch
  • Proficiency in excel
  • Proficient in financial systems such as NetSuite (preferred), and BI tools like Tableau or Mode, or Power BI; SQL a plus
  • Bachelor's degree in related field
  • Ability to articulate financial results and work in a fast paced environment
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    Lead • San Francisco, CA, United States