Senior Financial Analyst
1 month ago
EquityZen is a financial technology company, backed by leading venture and private equity investors. We’re looking for a collaborative, organized and hardworking Senior Financial Analyst, who has a strong interest in the pre-IPO space.
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 35,000 private placements completed across 400+ companies, EquityZen leads the way in delivering “Private Markets for the Public”.
WHAT YOU’LL DO
- Develop and maintain financial models for budgeting, forecasting, and planning
- Prepare monthly/quarterly/annual financial reporting including variance and trend analysis
- Support day-to-day accounting operations and monthly close tasks
- Own recurring AR and AP operations with an emphasis on building out procure-to-pay automation and spend management
- Support annual audit and tax filing processes for the operating business and investment funds
- Design and implement process & policy improvements for the Finance function
THE RIGHT STUFF
- 2+ years of previous accounting or finance experience
- Bachelor’s or Master’s in Accounting of Finance
- Accuracy and attention to detail
- Strong project management and organizational skills
- Ability to work independently and take initiative
- Humble team player who enjoys, and is successful in, a collaborative environment
BONUS POINTS IF YOU HAVE
- Experience with NetSuite accounting software, credit card & bill pay management platforms, and data analysis tools such as Tableau
- CPA license
- Previous broker-dealer or fund accounting experience
- Public accounting experience
- Experience at a growth stage startup
SALARY
$90,000
EquityZen also offers stock options, full employee benefits (health, dental, vision), 401k match, individual professional development and wellness budget, generous time off policies and more
EquityZen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, EquityZen complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. EquityZen expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of EquityZen’s employees to perform their job duties may result in discipline up to and including discharge.
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