Addepar

Financial Reporting Analyst, FP&A

Job Description

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

Addepar is seeking a Finance Planning Analyst to join our FP&A Team! You will build and own key analysis areas to help the company measure and guide improved business execution. You will help implement the corporate planning systems and processes used to plan the budgets and spending across the company. Your analysis will help guide our partners across the business to achieve company goals.

We are a young, flexible and innovative company. Business insights and communication skills are a must as we need to both attract world-class talent and align the business operations with the exciting strategic and market future in front of us.

What You’ll Do

Responsible for supporting the close process and related reporting, including, but not limited to prepaid analysis, vendor cost reviews, and headcount reporting
Design, automate, and optimize flexible financial planning models, systems & processes to meet the needs of a dynamic and fast-growing business
Own a lane of company expenses, and seek insight and understanding to partner with the business leaders to resolve competing business priorities
Build dashboards and variance / operational reviews
Provide ad-hoc financial analysis to support decision-making and optimize ROI
Interact with senior executives and board regarding financial matters as needed

Who You Are

Numbers and outcome oriented mindset
High attention to detail with a focus of understanding what is behind a number.
Seek out precision in models but know when to cut the significant digits
At least three years of experience in a financial analyst, consulting or investment banking role
Proven expertise with Excel/Sheets; Helpful to know SQL, Looker/BI data.
Ability to develop and manage financial models independently
Ability to work effectively with all levels of an organization, from clerical staff to executives, and manage relationships with external parties
Have working experience with Financial Reporting tools like Adaptive, being part of the implementation process a plus

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].