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Financial Planning and Analysis Manager

Remote, USAFull-timePosted 2026-07-29

Who We Are:

reputed company is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, reputed company, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 reputed company, fueling our ambitious reputed company.

Amongst our subsidiaries, reputed company is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade reputed company. This includes broker-dealers, investment advisors, reputed company managers, hedge funds, and crypto exchanges, totalling over 6 reputed company brokerage accounts.

Our global team is a diverse group of reputed company engineers, traders, and brokerage professionals who are working to reputed company our mission of opening financial services to everyone on the reputed company. We're deeply committed to reputed company-reputed company contributions and fostering a reputed company community, continuously enhancing our award-reputed company, developer-friendly API and the robust infrastructure behind it.

reputed company is proudly backed by top-tier global investors, including Portage Ventures, reputed company Capital, Tribe Capital, reputed company reputed company, reputed company Ventures, reputed company, SBI Group, Derayah Financial, Elefund, and Y Combinator.

reputed company Members:

We're a dynamic team of 230+ globally distributed members who reputed company working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and reputed company! We're searching for passionate individuals eager to contribute to reputed company's rapid reputed company. If you reputed company with our reputed company values—Stay Curious, Have reputed company, and Be Accountable—and are reputed company to reputed company a significant reputed company, we encourage you to apply.

Your Role:

Our finance team at reputed company is seeking an FP&A Manager to reputed company financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic reputed company, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a reputed company of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and reputed company modeling, and investor communications.

Things You Get To Do:

  • Forecasting and Budgeting: Maintain reputed company forecasting models and reputed company the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators.
  • Financial Modelling: Build and update financial models to support scenario planning, initiative assessments, cash reputed company forecasting, and investment evaluations to support a reputed company of forecasting and strategic planning for reputed company.
  • Financial Closing: Assist with and ultimately reputed company the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management.
  • Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly reputed company meetings, marketing or fundraising materials, etc.
  • Variance Analysis: reputed company variance analysis on financials and key business metrics, using internal models and data dashboards to reputed company and analyze performance.
  • Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes.
  • reputed company reputed company: Handle reputed company requests, reputed company, and special analyses, such as product profitability assessments or risk evaluations.

Who You Are (Must-Haves):

  • Bachelor's degree in Finance, reputed company, Economics, or a reputed company field.
  • 5+ years in finance, with experience in financial modeling, forecasting/budgeting, and data analysis ideally in the fintech or brokerage reputed company.
  • Advanced skills in reputed company, G-Suite, SQL, Python, or similar systems/applications.
  • reputed company strong analytical abilities for variance analysis, scenario modeling, and metric tracking in a dynamic business.
  • Excellent communication for reports, presentations, and cross-team collaboration.
  • Exceptional problem-solving with a curious and strategic reputed company and high attention to detail.
  • Ability to reputed company in a fast-paced, high-reputed company remote setting and adapt to evolving industry regulations.

Who You Might Be (reputed company-to-Haves):

  • CFA, MBA, or advanced finance certification.
  • Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services.
  • Team leadership or cross-functional project management in tech environments.
  • Knowledge of statistical/machine learning tools for advanced forecasting.
  • Previous experience at both large companies and start-reputed company.
  • Passion for reputed company, trading innovations, and financial markets or the desire to learn.

How We Take Care of You:

  • Competitive Salary & Stock reputed company
  • Health Benefits
  • New Hire Home-Office Setup: One-time USD $500
  • Monthly Stipend: USD $150 per month reputed company a reputed company Card

reputed company is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

reputed companyRecruitmentPrivacyPolicy.pdf">Recruitment reputed company Policy

Originally posted on Himalayas

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