Senior Financial Analyst

| New York, NY, USA
Employer Provided Salary: 90,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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EquityZen is a financial technology company, backed by leading venture and private equity investors. We’re looking for a collaborative, organized and hardworking Senior Financial Analyst, who has a strong interest in the pre-IPO space. 

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 35,000 private placements completed across 400+ companies, EquityZen leads the way in delivering “Private Markets for the Public”.

WHAT YOU’LL DO

  • Develop and maintain financial models for budgeting, forecasting, and planning
  • Prepare monthly/quarterly/annual financial reporting including variance and trend analysis
  • Support day-to-day accounting operations and monthly close tasks
  • Own recurring AR and AP operations with an emphasis on building out procure-to-pay automation and spend management
  • Support annual audit and tax filing processes for the operating business and investment funds 
  • Design and implement process & policy improvements for the Finance function 

THE RIGHT STUFF

  • 2+ years of previous accounting or finance experience
  • Bachelor’s or Master’s in Accounting of Finance
  • Accuracy and attention to detail
  • Strong project management and organizational skills
  • Ability to work independently and take initiative
  • Humble team player who enjoys, and is successful in, a collaborative environment


BONUS POINTS IF YOU HAVE 

  • Experience with NetSuite accounting software, credit card & bill pay management platforms, and data analysis tools such as Tableau
  • CPA license
  • Previous broker-dealer or fund accounting experience
  • Public accounting experience
  • Experience at a growth stage startup


SALARY 

$90,000

EquityZen also offers stock options, full employee benefits (health, dental, vision), 401k match, individual professional development and wellness budget, generous time off policies and more!

EquityZen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, EquityZen complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. EquityZen expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of EquityZen’s employees to perform their job duties may result in discipline up to and including discharge.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • DjangoFrameworks
    • TensorFlowFrameworks
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • SketchDesign
    • FigmaDesign
    • AsanaManagement
    • IntercomCRM
    • SalesforceCRM

Location

We have a beautiful space just doors from the New York Stock Exchange! Right in the heart of where good things happen for EquityZen.

An Insider's view of EquityZen

What's the biggest problem your team is solving?

Our team is tackling the challenge of creating greater accessibility to Pre-IPO marketplaces. By developing technologies that streamline the process of private investing, we generate value for shareholders and investors. Additionally, by creating intuitive experiences we attract market participants with varying financial management expertise.

Shanie

Senior Front End Engineer

What are EquityZen Perks + Benefits

EquityZen Benefits Overview

Our benefits emphasize our 'Be Human' value, placing our employees first by providing excellent health care, generous leave policies, and a 401k match program.

Culture
OKR operational model
Team based strategic planning
Open office floor plan
Quarterly engagement surveys
In-person all-hands meetings
Monthly town hall meetings with company leadership.
Diversity
Mandated unconscious bias training
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Starting in 2022, we are excited to be offering a match of up to 4% of an employee's base salary - 100% of the first 3% of contributions and 50% of the next 2%.
Company equity
Performance bonus
Charitable contribution matching
Our Founders generously matched donations in 2020 to support our belief in the fight against racial and social injustice.
Child Care & Parental Leave
Generous parental leave
Family medical leave
Vacation + Time Off
Unlimited vacation policy
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Free snacks and drinks
EquityZen offers a fully stocked kitchen including coffee, tea, and snacks. We're always open to suggestions to keep things fresh.
Some meals provided
EquityZen brings in a catered lunch every Friday. Cinco de Mayo? Bring on the tacos!
Company-sponsored happy hours
Professional Development
Job training & conferences
Promote from within
Online course subscriptions available
Paid industry certifications
EquityZen ensures that everyone has the licenses and certifications they need to do their job.

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