FP&A Analyst

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July 24

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Castle Funds

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Fintech • B2C • eCommerce

Castle Funds is a platform dedicated to simplifying the process of buying and managing Bitcoin investments. It offers a personal private retirement vault for handling Bitcoin IRAs and provides various services such as recurring buys, self-custody solutions, and expert financial advice for both individual and business investors. Castle Funds aims to empower clients with comprehensive educational resources to navigate the Bitcoin landscape effectively, emphasizing the benefits of Bitcoin as a secure and superior financial asset.

2 - 10 employees

Founded 2017

💳 Fintech

👥 B2C

🛍️ eCommerce

📋 Description

•Swan is seeking an experienced and strategic leader to join our team as Financial Planning & Analysis Analyst. In this role, you will play a critical role in supporting Swan's financial strategy, financial planning and analysis initiatives, and treasury operations to support our growth. •Support the development and implementation of Swan's financial planning processes, including budgeting, forecasting, and long-range planning •Provide insightful analysis and strategic recommendations to senior management to support decision-making and drive business performance •Manage key performance indicators (KPIs) and metrics to track financial performance and measure progress against targets •Collaborate with business units to develop financial models and business cases for new initiatives and investment opportunities •Support comprehensive treasury strategies to manage Swan's Bitcoin holdings, liquidity, and risk effectively •Monitor and manage cash flow, liquidity, and working capital to optimize financial resources and support operational requirements

🎯 Requirements

•Bachelor's degree in Finance, Accounting, Economics, or a related field •Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Treasury Professional (CTP) designation is a plus •Minimum of 3-5 years of experience in financial planning & analysis, treasury management, and/or corporate finance roles •SEC reporting experience is a plus •Strong understanding of financial markets, treasury operations, and Bitcoin ecosystem •Excellent communication, presentation, and interpersonal skills •US timezones required

🏖️ Benefits

•Compensation for this role will be based on location and experience, and may include base salary, equity, benefits