Strategic Finance Professional

1 day ago

New York, New York, United States Pontera Full time
About Pontera

Pontera is a fintech company on a mission to revolutionize the way people retire. Our software platform empowers retirement savers to make informed decisions about their 401(k) and other retirement plan accounts, with the guidance of their trusted financial advisor.

Job Summary

We are seeking a highly skilled Strategic Finance Professional to join our team. As a key member of our Financial Planning and Analysis (FP&A) team, you will play a critical role in supporting our company's continued growth and success.

Responsibilities
  • Forecasting: Collaborate with our FP&A team to develop and maintain financial models, forecasts, and budgets that drive business decisions.
  • Diagnostics: Analyze financial performance data to identify trends, opportunities, and challenges, and provide actionable insights to leadership.
  • Financial Modeling: Develop and maintain complex financial models that inform strategic and operational decisions.
  • Business Intelligence: Work with our Business Intelligence team to provide key business insights and drive data-driven decision making.
  • Stakeholder Communication: Prepare and present financial information to internal and external stakeholders, including the Board of Directors and investors.
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 a 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.
What We Offer
  • Competitive compensation package, including $120,000 to $150,000 annually.
  • Opportunity to make a major impact at a fast-growing startup that is revolutionizing the FinTech industry.
  • Collegial, collaborative, and fun work environment with frequent team events.
  • Equity participation for all new hires.
  • Comprehensive and affordable insurance benefits with a variety of plan options.
  • 401(k) with employer match and employer-sponsored access to a retirement advisor.
  • Paid parental leave and reimbursement program for family planning services.
  • Sponsored learning and development program to support professional growth.
  • Hybrid office work model with generous PTO days.

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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