Financial Planning Analyst
Addepar
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
Addepar is looking for a Finance Planning Analyst to join our FP&A Team! In this role, you will report to the Manager of FP&A and, for the first 6-12 months, focus on streamlining our Tier ARR calculation and enhancing our core business operations. Additionally, you will support various business areas within Go To Market (GTM), aiding the company in making insightful, data-driven decisions and improving business processes and execution.
We are a young, flexible and innovative company. Business insights and communication skills are a must as we need to both attract world-class talent and align the business operations with the exciting strategic and market future in front of us.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $75,000 - $94,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You’ll Do
- Manage the standard and non-standard tier fee calculation process, striving for process automation and encouraging collaboration between Finance, Billing, and the Account Management team.
- 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).
Who You Are
- 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
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.