Strategic Finance & FP&A Associate

August 28

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Pontera

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Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts$1. .$1

Personal Finance • Held Away Accounts • Retirement Assets • Advisor Tools • Advisor Tech stack

51 - 200

💰 $45.1M Funding Round on 2021-11

Description

• Reporting into the Head of Strategic Finance, you will play a key role in helping to power Pontera’s continued success • You will be responsible for supporting Financial Planning & Analysis (FP&A) and strategic finance efforts, and providing analytical insights to guide business decisions • The ideal candidate will possess strong financial modeling and analytical skills, and be comfortable working in a face-paced, high-growth, dynamic environment

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field • 3-5 years of experience in FP&A, strategic finance, investment banking, or management consulting • Strong proficiency in financial modeling, forecasting, financial reporting, and quantitative analysis • Exceptional analytical skills, attention to detail, and problem-solving abilities • Strong written and verbal communication and presentation skills • Humble, low ego, easy to work with, and possesses growth mindset • Experience in fast-paced, high-growth, dynamic environments, preferably within the technology or startup space • Proficiency in Excel required; experience with ERP systems, Tableau, SQL is a plus

Benefits

• Compensation: $120,000 to $150,000 annually • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry • Team Culture: A collegial, collaborative, fun work environment with frequent team events • Equity: All new hires are eligible for equity grant participation • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy) • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!) • Food Perks: Fully stocked kitchen & lunch reimbursement program • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day