Addepar is hiring a
Financial Planning Analyst

Summary

Addepar is seeking a Finance Planning Analyst to join their FP&A team for 6-12 months, focusing on streamlining Tier ARR calculation and improving core business operations. The role involves supporting GTM, managing the standard and non-standard tier fee calculation process, coordinating specific company expenses or revenue, and aiding in the month-end close process.

Requirements

• 1-3 years of experience in a financial analyst, consulting, investment banking position
• Strong focus on numbers and outcomes
• High attention to detail with an emphasis on understanding the underlying data
• Experience with B2B contracts and a basic understanding of base license fee versus tier fee calculation
• Ability to collaborate optimally with all organizational levels, from clerical staff to executives, and serve as a liaison between Billing, Finance, and Account Management
• Sophisticated proficiency in Excel/Sheets; familiarity with SQL and Looker/BI data is a plus

Responsibilities

• Streamline Tier ARR calculation process
• Enhance core business operations
• Support various business areas within Go To Market (GTM)
• Manage the standard and non-standard tier fee calculation process
• Play a supporting role in the ongoing initiative to scale and improve efficiency in our quote-to-cash process
• Support the Finance team during the month-end close process, including billing, ARR bookings, and updating business KPIs and P&L for monthly business review
• Coordinate a specific category of company expenses or revenue and supply the development of the rolling quarterly financial plan (e.g., Marketing, Partnership & Alliance, and Investment Advisory Solutions)

Benefits

Base salary $75,000 - $94,000 + bonus + equity + benefits