Director, FP&A

| New York, NY, USA | Hybrid
Employer Provided Salary: 170,000-200,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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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.

#LI-Hybrid

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • C++Languages
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    • JavaLanguages
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Location

Located in the heart of the Financial District with entrances to the Oculus.

An Insider's view of Clear Street

What are some social events your company does?

The Women's Club of Clear Street is a monthly employee resource group where we provide a time for the women and allies of our company to connect and engage in meaningful discussion. We're really trying to create a support network for the current and future women of Clear Street.

Erin

People Operations Manager

How does the company support your career growth?

At Clear Street, everyone wants to succeed both individually and as a company. I have the rare opportunity to work towards building a business from the ground up. Plus, I’m working alongside some of the best people in the industry.

Jordan

Associate Director, Derivatives

What are Clear Street Perks + Benefits

Clear Street Benefits Overview

In addition to a startup culture with collaborative teammates and advancement opportunities, there are many other great perks when you join Clear Street. Employees receive competitive incentive packages, a 401k match, and options for full medical, dental and vision insurance. We also offer generous vacation time and flexible work schedules. For those working in our New York, San Diego, Tampa, and Chicago offices, perks include a lunch stipend, fully stocked kitchens, happy hours and amazing views.

Culture
Partners with nonprofits
Clear Street has partnered with Non Profits such as Dress for Success, Feed the Frontlines, and Code Nation.
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Hybrid work model
Employee awards
Diversity
Documented equal pay policy
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Clear Street employees can contribute up to an FSA.
Disability insurance
Disability insurance covers 60% of annual salary up to $5,000 monthly maximum payout.
Dental insurance
Our dental plan covers up to $2000 of expenses, annually.
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
We host a Wellness Week in the 4 World Trade Center Office. We also have Yoga series where we host yoga at 5 pm in the 4 World Trade Center Office.
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Clear Street matches contributions of up to 2% of our employees' salaries.
Company equity
Performance bonus
Child Care & Parental Leave
Family medical leave
Vacation + Time Off
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
$18 in Doordash credit and catered lunch on Fridays.
Free snacks and drinks
Some meals provided
We provide free breakfast options daily. Employees are also given $15 per day to order lunch through our Seamless account Monday through Thursday. On Friday, we offer a pizza lunch, enjoyed together.
Company-sponsored happy hours
Recreational clubs
Relocation assistance
Mother's room
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications

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