Financial Reporting Analyst

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Responsible for supporting the close process and related reporting, including, but not limited to prepaid analysis and vendor cost reviews • Design, automate, and optimize flexible financial planning models, systems & processes to meet the needs of a dynamic and fast-growing business • Build dashboards and variance / operational reviews • Provide ad-hoc financial analysis and reporting to support decision-making and optimize ROI

🎯 Requirements

• At least 2-3 years of experience in a financial analyst, consulting or investment banking role • Have working experience with Financial reporting tools like Pigment, Adaptive, or Anaplan • Proven expertise with Excel/Sheets; Helpful to know SQL, Looker/BI data. • Ability to develop and manage financial models independently • Ability to work effectively with all levels of an organization, from clerical staff to executives, and manage relationships with external parties

🏖️ Benefits

• bonuses • equity • benefits