Financial Reporting Analyst, FP&A

Summary

Join Addepar's FP&A Team as a Finance Planning Analyst! You will be responsible for supporting the close process, designing and optimizing financial planning models, owning a segment of company expenses, building dashboards, providing ad-hoc analysis, and interacting with senior executives. This role requires at least three years of experience in a financial analyst, consulting, or investment banking role, proven Excel expertise, and the ability to develop and manage financial models independently. Success in this position demands a numbers-oriented mindset, high attention to detail, and strong communication skills. Addepar offers a flexible and innovative work environment. The company values collaboration, client success, and continuous innovation.

Requirements

• Numbers and outcome oriented mindset
• 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
• At least three years of experience in a financial analyst, consulting or investment banking role
• Proven expertise with Excel/Sheets
• 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

Responsibilities

• Support the close process and related reporting, including prepaid analysis, vendor cost reviews, and headcount reporting
• Design, automate, and optimize flexible financial planning models, systems & processes to meet the needs of a dynamic and fast-growing business
• Own a lane of company expenses, and seek insight and understanding to partner with the business leaders to resolve competing business priorities
• Build dashboards and variance / operational reviews
• Provide ad-hoc financial analysis to support decision-making and optimize ROI
• Interact with senior executives and board regarding financial matters as needed

Preferred Qualifications

• Helpful to know SQL, Looker/BI data
• Have working experience with Financial Reporting tools like Adaptive, being part of the implementation process a plus