Financial Planning Analyst

April 5

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Addepar

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Addepar is a leading provider of technology for the wealth management industry.

501 - 1000

💰 $130M Corporate Round on 2021-11

Description

• Addepar is seeking a Financial Planning Analyst to join our FP&A Team! You will build and own key analysis areas and dashboards to help the company measure and guide improved business execution. You will help implement the corporate planning systems and processes used to plan the budgets and spending across the company. The best analyst will be one who can analyze data, build models, and crisply communicate high-impact opportunities and trends to business partners. • Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Requirements

• Numbers and outcome oriented mentality • High attention to detail with a focus of understanding what is behind a number. • Seek out precision in models but know when to cut the significant digits • Proven experience in a financial analyst, consulting or investment banking role • 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

• The current range for this role is $90,000 - $141,000 + bonus + equity + benefits