Addepar is seeking a Financial Planning Analyst to join our FP&A Team! You will build and own key analysis areas and dashboards to help the company measure and guide improved business execution. You will help implement the corporate planning systems and processes used to plan the budgets and spending across the company. The best analyst will be one who can analyze data, build models, and crisply communicate high-impact opportunities and trends to business partners.

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 $90,000 – $141,000 (base salary)  + bonus + equity + benefits.

What You’ll Do

  • Responsible for supporting the close process and related reporting, including, but not limited to, ARR and Revenue reporting, variable client fee calculations, and sales commission reviews.
  • Design, automate, and optimize flexible financial planning models, systems & processes to meet the needs of a dynamic and fast-growing business
  • Lead a lane of company expenses or revenue and help build the rolling quarterly financial plan
  • Seek insight and understanding to partner with business leaders across the organization to resolve competing business priorities
  • Build dashboards and variance / operational reviews
  • Provide ad-hoc financial analysis to support decision-making and,
  • Interact with senior executives and board regarding financial matters as needed

Who You Are

  • Numbers and outcome oriented mentality
  • 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
  • Proven experience in a financial analyst, consulting or investment banking role
  • Proven expertise with Excel/Sheets; Helpful to know SQL, Looker/BI data.
  • 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

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.
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