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

FP&A - Financial Analyst (GTM) at Addepar

| 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

Culture
Volunteer in local community
Eat lunch together
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Employee Stock Purchase Plan
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Acme Co.'s pet policy is dog friendly daily.
Professional Development Benefits
Continuing Education stipend

Jobs at Addepar
30

All Jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR + Recruiting
Internships
Operations
Product
Project Mgmt
Sales
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Sr. Systems Engineer, SRE Tools

Addepar
Remote
20 hours ago
+22
As a SRE Engineer on the Tools Team at Addepar, you will utilize your combination of significant UNIX experience, network knowledge, scripting abilities, information security and debugging skills to design, deploy, monitor and automate all operational aspects of Addepar's platform. You will be responsible for the design, iteration and maintenance of infrastructure-related systems and services. You should have a background in large-scale system administration and be familiar with open source technologies such as Jenkins, git, and Kafka. You will work very closely with the product and development teams. Oncall, AWS experience and scripting (Python, shell) a must. 

Software Engineer, Partnerships & Integrations

Addepar
Remote
20 hours ago
+22
Our engineering team primarily works in Java, but we don’t require prior experience with any specific tool set. Great software engineers can pick up new languages on the job. More than checking the boxes on specific technologies, we're looking for driven engineers with real technical depth and a desire to deliver end products that deliver joy to users. We want people who are passionate and care deeply about the success of the whole company.

Product Engineer - Full Stack

Addepar
Remote
2 days ago
+22
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.

Site Reliability Engineering - Technical Project Manager

Addepar
Remote
3 days ago
+22
Provide comprehensive project management skills, demonstrate innovative leadership, and provide motivation to fellow team members to complete Site Reliability Engineering Operations projects.

Site Reliability Engineering - Incident Response Leader

Addepar
Remote
3 days ago
+22
This position involves critical duties and responsibilities that must continue to be performed during crisis situations and contingency operations, which may necessitate extended hours of work. This position is expected to perform incident response and forensic analysis on advanced cases while leading the team.  You will establish Tier 1 and Tier 2 support teams to provide customers with world class service. You will create appropriate off hours coverage and escalation procedures to ensure that our support services exceed customer expectations and meet or exceed our service level agreements. You will coordinate with customers as well as internal stakeholders to ensure timely resolution and closure of issues. You will establish baseline performance metrics, monitoring capabilities, and drive continuous improvement efforts to increase customer satisfaction.

Software Engineer

Addepar
Greater NYC Area
3 days ago
+22
We primarily code in Java, Python, and TypeScript, but we do not necessarily require a deep prior experience with these specific toolsets. We look for driven engineers with real technical depth and a desire to understand the end business. We want people who are passionate and care deeply about the success of their team and the wider organization.

Business Development Associate (Los Angeles)

Addepar
Remote
4 days ago
+22
Addepar is looking for a high-energy, results-driven Business Development Associate to join our Business Development & Sales organization. Working very closely with the Sales and marketing team, BDAs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have sound business acumen and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.

UX Writer

Addepar
Greater NYC Area
4 days ago
+22
As our fourth writer, you’ll own content experiences for two key personas: the advisor associate and operations specialist. These users are the go-to “Addepar experts” at their firm, often responsible for setting up and maintaining the Addepar system. They’re organized and pragmatic, with a keen eye for efficiency, accuracy, and data security/compliance. 

Site Reliability Engineering - Senior Observability Engineer

Addepar
Remote
4 days ago
+22
This position involves critical duties and responsibilities that must continue to be performed during crisis situations and contingency operations, which may necessitate extended hours of work. In this position your responsibility will include system design, configuration, deployment and operations of Observability systems and tools. These systems include monitoring of services and infrastructure, log collection and analytics, and application performance monitoring (APM). Together these systems and tools serve as a critical part of Addepars Cloud infrastructure services. The ideal candidate will need to have a strong cloud platform, linux systems and automation experience, and knowledge of running workloads at scale.

Release Manager

Addepar
Remote
5 days ago
+22
As a Release Manager at Addepar you will work with the QA, Development and the Site Reliability teams to  manage, document, and enhance Addepar’s deployment processes. You will be responsible for overseeing and ensuring timely software releases by coordinating QA test activities, reporting on Release Candidate health and overseeing Git management with the goal of  delivering high quality software to the financial industry.  We are looking for team oriented, self motivated individuals who are excited to learn, grow and have a strong desire to understand the end business. We want people who are passionate and care deeply about the success of the whole company.

Software Engineer - Computational Architecture

Addepar
Greater NYC Area
5 days ago
+22
The Computational Architecture team is responsible for evolving Addepar’s compute pipeline which sits at the nerve center of our portfolio analytics. We are currently re-imagining and rebuilding our Java-based calculation engine to scale to 100x larger workloads using best-of-breed time series analytics database technologies. The problems we’re tackling at Addepar are complex, but they’re also globally important. Addepar has the potential to make a huge swath of private investing more transparent, more efficient, and more ethical. If you’re interested in that, we’re excited to meet you.

Product Designer

Addepar
Remote
5 days ago
+22
As a Product Designer focusing on our portfolio data platform and administration tools, you will be owning the end-to-end experience around the setup and maintenance of the Addepar system. The primary users you’ll be designing for are the go-to “Addepar experts” at their firm and have a keen eye for efficiency, accuracy, security, and compliance. 

Senior Sales Executive

Addepar
Greater NYC Area
6 days ago
+22
The Senior Sales Executive is the “quarterback“ of the sales cycle, and we are looking for superstars to grow our team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Senior Sales Executive will be responsible for growing new ARR for large RIAs’ & Multi-Family Offices. 

Sr. Technical Recruiter

Addepar
Remote
6 days ago
+22
Developing creative sourcing strategies and proactively building a robust pipeline of diverse technical talent, including active and passive candidate sourcing, cold calling and referral programs. Partnering with managers to define and build out hiring plans that will contribute to the long-range growth of the company, implementing any new processes and fine tuning standard recruiting processes. Serving as a key Subject Matter Expert (SME) to help develop and drive process improvement in the recruiting lifecycle as well as share knowledge and best practices with the larger recruiting organization. Evaluate, screen and sell prospective candidates on company culture and role fit to ultimately helping them carve out a career path at Addepar.

Sales Engineer

Addepar
Remote
1 week ago
+22
As a Sales Engineer, you are a key technical resource throughout our sales process including leading client presentations at CSuite level prospects to help deliver the value of Addepar. You will bring a deep knowledge of financial software and implementation process to help our prospects contextualize the Addepar product fit. Your tactical objectives are interfacing with a variety of prospects and markets spanning the UHNW wealth management industry to provide an in-depth understanding of the product advantages and capabilities. You will become a resource on both sides of the due diligence process to help the prospect understand how Addepar fits into their current business while ensuring they are the right fit for our technology.

Sales Engineer

Addepar
Greater NYC Area
1 week ago
+22
As a Sales Engineer, you are a key technical resource throughout our sales process including leading client presentations at CSuite level prospects to help deliver the value of Addepar. You will bring a deep knowledge of financial software and implementation process to help our prospects contextualize the Addepar product fit. Your tactical objectives are interfacing with a variety of prospects and markets spanning the UHNW wealth management industry to provide an in-depth understanding of the product advantages and capabilities. You will become a resource on both sides of the due diligence process to help the prospect understand how Addepar fits into their current business while ensuring they are the right fit for our technology.

Software Engineer - ACAL

Addepar
Greater NYC Area
1 week ago
+22
Our primary languages in use today are Python, Java and JavaScript. However we have many technology choices to solidify on this build out. Above any specific technology we value eagerness to learn, comfort in iterating on ideas and consuming feedback and pragmatism that appropriately weighs proving out an idea and eliminating risks against perfection. ACAL is a cross disciplinary effort and as part of the team you'll wear many hats. If you're excited about joining an entrepreneurial internal startup within a world class wealth technology provider, we're excited to talk to you about Addepar and ACAL.

Product, Portfolio Data Analyst

Addepar
Greater NYC Area
1 week ago
+22
As a Product Manager focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal stakeholders and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.

Data Operations Analyst

Addepar
Greater NYC Area
1 week ago
+22
The Data Operations team is responsible for integrating clients’ portfolios into Addepar, consulting clients on their trickiest portfolio data challenges, and ensuring data quality and timeliness. To fill this role we are looking for individuals who have exceptional analytical skills, portfolio accounting or securities knowledge, excellent verbal and written skills, and experience with process improvement or project management.

Software Engineer - Data Engineering

Addepar
Greater NYC Area
1 week ago
+22
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.

Head of Private Placements, Acervus Securities

Addepar
Greater NYC Area
1 week ago
Reporting to the President of Acervus Securities, our broker-dealer subsidiary that conducts regulated activities on Marketplace, the Head of Private Placements will be responsible for all aspects of defining and building out this business opportunity. This will include developing a business plan and sales/distribution model, leading our distribution efforts and hiring additional team members as needed, and partnering closely with the broader organization across Sales, Marketing, Operations & Compliance, and Product to build a scalable, profitable business line.

Private Placements Associate, Acervus Securities

Addepar
Greater NYC Area
1 week ago
To fill the role, we’re looking for a proven entrepreneur who thrives in fast-paced environments and enjoys the challenge of building a new venture within an existing high growth company. This is an exciting opportunity to join a new, highly visible team at the ground level. The ideal candidate is comfortable working hands-on, is ambitious, and results-oriented.

Senior Product Manager, Market Data

Addepar
Greater NYC Area
1 week ago
As a Senior Product Manager focused on Market Data, you will be responsible for the full life cycle of integrating 3rd party financial data to power Addepar’s leading portfolio management products. You will work closely with engineering to expand Addepar’s market data redistribution offering to further enhance our portfolio and risk analytics capabilities. You will work on foundational data that helps define Addepar’s overall financial data relationship model as well as building new asset-class specific data models. You will work with vendors, clients, product managers and operations teams to help integrate various data sources and surface content to power the client experience. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond.

Product Manager, Portfolio Data

Addepar
Greater NYC Area
1 week ago
As a Product Manager focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal stakeholders and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.

Remote Software Engineer Intern

Addepar
Remote
1 week ago
Data Engineering: build systems to ingest the world’s investment data and aggregate it into a single platform. Infrastructure: build reliable services and work on monitoring systems, logging infrastructure, application and service security, release engineering, and operational tools. Product Engineering: work with design and product to build the world’s most customizable reporting and analytics tools.

Sales Executive

Addepar
Greater NYC Area
1 week ago
The Sales Executive is the “quarterback“ of the sales cycle, and we are looking for superstars to grow our World Class team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Sales Executive will be responsible for growing new ARR for large RIAs’ & Multi-Family Offices. 

Jr. Systems Engineer, SRE Tools

Addepar
Remote
1 week ago
As a SRE Engineer on the Tools Team at Addepar, you will utilize your combination of significant UNIX experience, network knowledge, scripting abilities, information security and debugging skills to design, deploy, monitor and automate all operational aspects of Addepar's platform. You will be responsible for the design, iteration and maintenance of infrastructure-related systems and services. You should have a background in large-scale system administration and be familiar with open source technologies such as Jenkins, git, and Kafka. You will work very closely with the product and development teams. Oncall, AWS experience and scripting (Python, shell) a must. 

Technical Sourcer, Project Employee

Addepar
Remote
1 week ago
To assist in this amazing growth, we are thrilled to be adding a Senior Technical Sourcer to the Addepar Recruiting Team. This is a six month Project Employee role designed to help us support our significant hiring initiatives. As a key member of our recruiting team, the senior sourcer will serve as a specialist in sourcing and identifying exceptional talent for highly specialized engineering related positions in a competitive market.

Software Engineer - Product Platform (Internal Services)

Addepar
Greater NYC Area
2 weeks 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.

Product Engineer (Backend)

Addepar
Greater NYC Area
2 weeks 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.