Financial Planning and Analysis Lead

| Hybrid
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Cadre is seeking a dedicated and driven Financial Planning and Analysis Lead. As our first FP&A hire, you will assist with the company’s short-term and long-term financial forecasting, key metric analysis, and financial reporting. You will lead budgeting, forecasting and financial modeling and strategic financial analysis.

This role is a great opportunity for someone with a can-do attitude who’s excited to make a large impact at a high-growth, innovative tech company. You will need to be comfortable in a fast-paced start-up environment where collaborating across various teams is expected. The ability to stay proactive and dynamic in a rapidly changing environment. A mindset that is both analysis and process-oriented.

 What You’ll Do:

  • Responsible for budgeting, forecasting, and financial planning for the company
  • Build and maintain long-term consolidated company forecast model
  • Gain a deep understanding of business drivers and fundamentals to help solve complex business problems throughout the company
  • Conduct various adhoc financial analyses to drive key business decisions across the organization
  • Play a key role in the annual budgeting process, and lead monthly budget to actual reporting
  • Serve as operational finance partner to business teams around the organization, helping to define key metrics that will driver our business and help measure our progress
  • Provide monthly financial reporting and insights, cost tracking, KPI reporting to different teams across the company
  • Work closely with Accounting team on monthly- and year-end close processes, annual audit, revenue reconciliation and cost tracking
  • Assist the Executive Team on Board level communications, including quarterly reporting packages and adhoc analyses
  • Support the Executive Team on corporate development initiatives, including potential future fundraising and/or M&A

 What You Have:

  • 4 - 6 years of work experience, with at least 2 years in investment banking or private equity
  • Bachelor’s degree in Finance, Accounting or related field.
  • Exceptional problem-solving, business judgment, and analytical skills
  • Relentlessly resourceful and able to drive projects autonomously from planning to implementation, with limited oversight
  • Team player with excellent interpersonal, verbal and written communication skills
  • Heightened attention to detail – must be meticulous and consistently accurate
  • Self-motivated, with proven success thriving in a highly dynamic environment
  • MS Excel mastery required (with experience in building financial models, analyzing financial data and preparing financial reports)
  • Experience with data analysis tools (Tableau, Looker, SQL) is a plus

 

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Location

Cadre is located in the heart of Manhattan. Our area is ripe with amazing restaurants, bars, shopping & fitness studios.

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