Addepar
At Addepar we are building the technology platform to transform the global world of finance. 
New York, NY

FP&A - Financial Analyst (GTM)

| Greater NYC Area
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Responsibilities

  • Facilitate weekly Sales forecast meetings with Sales Ops & Revenue team to track pipeline of deals and ARR against target
  • Partner with Marketing team to define relevant KPIs and establish a framework for ongoing reporting and analysis; incorporate into ROI and spend models to guide investment decisions
  • Partner with Sales Ops and Revenue team on annual commission plans, pricing models, monthly ARR bookings and revenue projects
  • Work closely with the Revenue team to understand billings, collections, and gaap revenue trends & forecast
  • Maintain close relationship with key investors and provide quarterly/annual investor packages
  • Build and maintain complex business and forecast models used to drive business insights and help support informed recommendations to executives and leadership team
  • Monitor and highlight key company-wide operating metrics and identify new leading indicators and insights
  • Prepare reports and presentations for but not limited to Board Meetings and CFO investor/company-wide pitches
  • Identify, communicate and implement process improvements as well as opportunities for automation and cost reduction
  • Assist month-end close activities, forecasting, budgeting, financial reporting, and ad hoc analyses in order to assist senior leadership with headcount and OPEX management


Basic Qualifications

  • Bachelor’s degree in economics, finance, and/or accounting
  • 2-3 years of FP&A / Sales Finance or 1-2 years Investment Banking / Consulting experience.
  • Strong communication skills and ability to interact with and present to executives and leadership team
  • Positive attitude and ability to think creatively and critically and thrive in a fast-paced, dynamic, and often ambiguous work environment
  • Superior analytical and modeling skills including advanced proficiency in Excel (Google Suite) and the ability to quickly manipulate and analyze large data sets and build reports
  • Deadline-oriented, strong attention to detail, effective follow-up, flexible, self-motivated, and the ability to work independently but knows when to ask questions; accountable and takes ownership of work
  • Excellent team player with strong interpersonal, organizational and communication skills who works well cross-functionally
  • Experience with systems such as Salesforce, Netsuite, and Gsuite, MSOffice


Preferred Qualifications

  • MBA/CFA with demonstrated growth in start-ups or high-growth companies
  • Experience in Saas / Fintech / Broker Dealer industry(s)
  • Adaptable and able to react quickly to changing business needs (good sense of humor is a plus)

Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $1.7 trillion of assets on the company’s platform. In 2020, Addepar was named as a Forbes Fintech 50 and in 2018 received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City.


Addepar is an equal opportunity employer. We’re committed to building together and to do that best, we rely on a range of backgrounds, experiences, and ideas.


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Where we are

Addepar is centrally located in Midtown East above one of the city's most iconic buildings, Grand Central Terminal.
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What are Addepar Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Child Care & Parental Leave Benefits
Flexible Work Schedule
Perks & Discounts
Free Daily Meals
Professional Development Benefits
Continuing Education stipend

Jobs at Addepar
7

All Jobs
All Jobs
Finance
Data + Analytics
Dev + Engineer
Internships
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Product Engineer

Addepar
Greater NYC Area
1 day ago
As a software engineer in product engineering, you will have the opportunity to work on our applications in concert with our product and design teams. You will make impactful product features a reality across a variety of product verticals, including advisor workflows, calculations, client communications, in-app integrations and our mobile and tablet applications. Addepar expects its product engineering team members to be capable of executing across the stack, although specialization in one or more areas is common and encouraged. The common thread that unites all product engineers at Addepar is that they focus on delivering great products that drive value for Addepar clients. To be successful in this mission, in addition to your technical skills, we expect strong communication skills, the ability to work cross-functionally, and a context-driven approach to product development.

Software Engineer - Product Platform (Internal Services)

Addepar
Greater NYC Area
1 day ago
As a software engineer working on our product platform, you will build new services to extract and standardize cross-cutting product features, working in concert with our product and design teams.Your work will have a large impact turning single-point code into standard services accessible across teams and infrastructure. We expect you to lead technical projects and passionate about writing code. Our primary areas of responsibility include identity management, authorization and permissioning as we investigate new ways to integrate with both client and partner systems.

Remote Front End Software Engineer Intern - Fall 2020

Addepar
Greater NYC Area
1 day ago
Engineering is at the core of Addepar and we are looking to add the best, brightest, and most passionate software engineers to our team. If you are excited about doing the best work of your career and learning from a team with broad and deep experience we’re excited to meet you! Addepar software engineers come from a variety of backgrounds, ranging from entrepreneurs to finance tech veterans to open source maintainers. What they have in common is tremendous talent and dedication to architecting, implementing, and shipping high quality software.

FP&A - Financial Analyst (GTM)

Addepar
Greater NYC Area
1 week ago
Facilitate weekly Sales forecast meetings with Sales Ops & Revenue team to track pipeline of deals and ARR against target. Partner with Marketing team to define relevant KPIs and establish a framework for ongoing reporting and analysis; incorporate into ROI and spend models to guide investment decisions. Partner with Sales Ops and Revenue team on annual commission plans, pricing models, monthly ARR bookings and revenue projects. Work closely with the Revenue team to understand billings, collections, and gaap revenue trends & forecast. Maintain close relationship with key investors and provide quarterly/annual investor packages. Build and maintain complex business and forecast models used to drive business insights and help support informed recommendations to executives and leadership team.

Software Engineer - Data Engineering

Addepar
Greater NYC Area
1 week ago
As a Software Engineer on FAMDI (Financial Asset Modeling & Market Data Integration), you will have the opportunity to cover a wide spectrum of engineering stacks at Addepar. You will be responsible for building data models, calculation engines for financial assets, and services that serves market data from various systems into Addepar. We strive to provide our clients with accurate and performant calculations based on their needs. You will be exposed to both client-facing financial data modeling, calculations and infrastructure of data intensive systems. We work very closely with product managers in full circle of product feature development from client research to final roll-out, and the engineering infrastructure team to develop and maintain a performant and scalable market data service.

Forward Deployed Engineer

Addepar
Greater NYC Area
1 week ago
As a forward deployed engineer, you will bridge the gap between Addepar’s platform and client’s business requirements. You will create custom data pipelines and tight integrations between client systems and Addepar. You will show the customer value quickly and turn learnings into scalable and repeatable long term solutions. Our forward deployed engineering team sits within core data engineering and embeds directly with our customers to create the solutions they require to fully utilize the power of the Addepar platform.

Data Feeds Engineer

Addepar
Greater NYC Area
1 week ago
Write code and design pipeline architecture. Build pipelines that support the ingestion, analysis, and enrichment of financial data. Improve the existing pipeline to increase the throughput and accuracy of data. Identify areas of automation opportunities and implement improvements. Work with data analysts to map general financial concepts to our internal data models in a repeatable and precise fashion. Understand data models and schemas, and work with other engineering staff to recommend extensions and changes. Use investigative tools and database queries to automatically flag irreconcilable data within our production datasets.