Financial Reporting Analyst, FP&A - Remote

Overview

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.

In Short

• Responsible for supporting the close process and related reporting, including 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.

Requirements

• 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.

Benefits

• 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.