FP&A Associate - IEX

About the role

This role focuses on financial planning and analysis within a fintech environment. The FP&A Associate will be responsible for developing annual budgets and ongoing forecasts, collaborating with various department leaders. A key part of the job involves monthly reporting, tracking performance against set budgets and KPIs, and conducting detailed analyses into revenue and expense drivers to identify opportunities for financial improvement.

The position requires generating and presenting accurate financial reports to stakeholders, highlighting key performance indicators and variance analysis. Success in this role means effectively partnering with the Accounting team to ensure data accuracy during month-end closes. The associate will also contribute to improving the financial infrastructure by enhancing forecasting tools, processes, and systems, and managing financial data automation and reporting.

The ideal candidate will have a background in finance or accounting and 2-4 years of relevant experience, preferably within a growth-stage tech or fintech company. The role demands strong cross-functional partnership skills and the ability to influence stakeholders, as well as excellent communication for distilling complex financial data into clear insights. Proficiency in financial modeling, Excel, and BI tools is essential for this position.

The salary for this position ranges from $120,000 to $140,000 USD annually.

Skills that matter here

• financial modeling: This skill is crucial for developing annual budgets, forecasts, and conducting scenario analysis.
• data analysis: Used to conduct deep dives into financial performance drivers and generate insightful reports.
• Microsoft Excel: Essential for financial modeling, scenario analysis, pivot tables, and general data manipulation.
• PowerPoint: Necessary for creating and presenting timely and insightful management reports to stakeholders.
• SQL: Experience with SQL is beneficial for working with large datasets and managing financial data infrastructure.
• BI tools: Experience with tools like Tableau or Sigma is preferred for enhancing reporting and analysis capabilities.

Who this role suits

• A person with 2-4 years of financial planning and analysis experience, particularly in a growth-stage tech or fintech company.
• Someone who thrives on collaborating with various departments and can effectively influence stakeholders.
• An individual who excels at distilling complex financial data into clear, actionable insights for diverse audiences.
• A candidate who is proactive in improving financial processes and systems, with a strong aptitude for data management and automation.

From the employer

• Contribute to the development of the annual budget and ongoing forecasts working in partnership with business and department leaders
• Monthly reporting process and associated deliverables. Partner with department leaders to track performance against budgets and KPIs
• Conduct deep dives into specific expense or revenue lines to understand their drivers and identify potential levers to enhance financial performance
• Generate and present timely, accurate, and insightful management reports to stakeholders, highlighting financial results, key performance indicators, and variance analysis
• Partner with Accounting team to maintain data accuracy and support the month-end close process
• Conduct ad-hoc analysis and special projects as required
• Improve financial infrastructure by enhancing forecasting tools, processes and systems
• Help manage financial data infrastructure, automation and reporting

• Bachelor's degree in Finance, Accounting or a related field
• 2 – 4 years of financial planning and analysis experience
• Tech, fintech, exchange or marketplace experience at a growth-stage company highly preferred
• Proven track record of partnering cross-functionally and influencing stakeholders at all levels
• Excellent communication and presentation skills; able to distill complex data into compelling insights
• Proficiency in Microsoft Excel and PowerPoint, including financial modeling, scenario analysis and pivot tables
• Ideally have experience with large data sets, SQL and BI tools such as Tableau or Sigma

• Comprehensive Benefits
• Unlimited PTO
• 100% coverage for medical, dental, and vision
• New hire stock equity (RSUs)
• 401K employer match
• OneMedical membership
• 16 weeks paid parental leave
• Flexible workplace
• Employer charity match
• Learning stipend
• Commuter benefits
• Jump Start onboarding program
• Internal mentor program cross-departmentally
• Friendly and inclusive workplace culture