🛠 Tech Stack

💼 About This Role

You'll lead financial planning and analysis for a fintech company transforming wealth management. Your core impact: building financial models that drive strategic decisions and business growth. You'll partner directly with cross-functional teams to shape our financial future.

🎯 What You'll Do

• Lead annual budgeting and forecasting processes
• Monitor and analyze financial performance against budgets
• Create financial dashboards and KPIs for management
• Develop sophisticated financial models for scenario analysis

📋 Requirements

• Bachelor's degree in Finance, Accounting, Economics or related field
• 5+ years in financial analysis, budgeting, and forecasting
• Proficiency in financial modeling and advanced Excel skills
• Strong understanding of GAAP accounting

✨ Nice to Have

• Master's degree or CPA/CFA designation
• SQL skills and experience with financial software
• Background in fintech or financial services industry

🎁 Benefits & Perks

• 🏖️ Hybrid work schedule for in-person collaboration
• 💰 Competitive pay and equity for eligible positions
• 🏥 Premium healthcare, dental, and vision (HMO and PPO)
• 📈 401k savings plan with 4% match and immediate vesting
• 👶 16 week paid parental leave after one year of employment

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Modeling Test· 1 hour
4. 4Final Round with Exec· 45 min