About Clear Street: 

Clear Street is building financial infrastructure for today’s institutions. Founded in 2018, Clear Street is an independent, non-bank prime broker replacing the legacy infrastructure used across capital markets. 

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. 

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

The Team:

Our Finance team is small but rapidly growing in a dynamic environment that offers the opportunity to learn about the business from the ground up. The team operates in a flat structure, allowing you to be a peer contributing to various aspects of accounting and reporting functions. Collaboration with different teams across the organization is integral to ensuring that finance and accounting functions are executed in a timely manner. As technology is driving our company's mission, the team will also leverage technology to automate accounting tasks and steer Clear Street and the finance team towards a more efficient future.

The Role:

The role is responsible for Financial Planning and Analysis (FP&A) function within the Finance team. As a Financial Planning and Analysis Analyst, the individual will play a crucial role in supporting the firm's financial planning and analysis functions. The individual will collaborate with various departments to analyze financial data, prepare reports, and provide valuable insights to drive strategic decision-making. The ideal candidate will have a strong analytical mindset, excellent communication skills, and an understanding of the capital markets industry. The individual will work collaboratively with other members of the Finance team as well as with Business and Support area management and under the direction of the Chief Accounting OfficerThe nature of the role will allow the individual to interact cross-functionally with other departments while providing  exposure to departmental heads and senior management.

Responsibilities:

• Financial Modeling: Develop and maintain complex financial models to analyze trends, forecast performance, and support strategic initiatives.
• Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts, providing insights into financial variances and recommending corrective actions.
• Performance Analysis: Conduct in-depth analysis of financial and operational performance, identifying key drivers and areas for improvement.
• Financial Reporting: Prepare and present comprehensive financial reports to senior management, highlighting key metrics and trends.
• Market Research: Stay abreast of industry trends, economic indicators, and market conditions to provide context for financial analyses and forecasts.
• Ad Hoc Analysis: Conduct ad hoc financial analyses as requested by management to support decision-making and strategic planning.
• Collaboration: Work closely with cross-functional teams, including finance, accounting, and operations, to gather relevant data and insights.

Requirements:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. Master’s degree or professional certifications (e.g., CFA, CPA) is a plus.
• Experience: At least eight (8) years of professional experience in Finance/Accounting with a minimum of 3 years of experience in financial planning and analysis within the capital markets industry is desired, candidates with strong experience outside of the industry will be considered.
• Analytical Skills: Strong quantitative and qualitative analytical skills with the ability to translate data into actionable insights.  In addition, the ability to understand and predict the impact decisions have on workflows as well as reporting.
• Financial Modeling: Proficient in building and maintaining financial models, conducting scenario analysis, and utilizing forecasting techniques.
• Communication Skills: Excellent verbal and written communication skills, with the ability to convey complex financial concepts to leadership within Finance as well as non-financial stakeholders.
• Software Proficiency: Advanced proficiency in Microsoft Excel, financial modeling software is required; familiarity with NetSuite and Adaptive is desirable.
• Team Player: Ability to work collaboratively in a fast-paced environment, managing multiple priorities and deadlines.
• Attention to Detail: Meticulous attention to detail and a commitment to producing accurate and reliable financial analyses.

Join our dynamic team and contribute to the success of Clear Street as we continue to shape the future of financial markets. If you are a strategic thinker with a passion for financial analysis, we invite you to apply and be a key player in our journey towards excellence.

We Offer: 

The Base Salary Range for this role is $170,000 - $200,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity.

At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, beginning on January 2, 2023, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.

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