FP&A Analyst, DriveWealth
$125-150k
More information about location
Cloud-based, API-driven brokerage infrastructure
Be an early applicant
Cloud-based, API-driven brokerage infrastructure
201-500 employees
Be an early applicant
$125-150k
More information about location
201-500 employees
Company mission
To make investing accessible to anyone, anywhere.
Role
Who you are
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 3–5 years of experience in FP&A, corporate finance, or Investment
- Proficient in Microsoft Excel (e.g., financial modeling, pivot tables, lookups); experience with financial systems such as Netsuite
- Knowledge of financial statements, cash flow, and key financial metrics
- Analytical, problem-solving, and communication skills
- Attention to detail, with a proactive and collaborative approach to work
Desirable
- Experience working in a regulated financial environment (e.g., banking, fintech, investment management)
- PBCS, Adaptive Insights, Anaplan, or Workday Adaptive Planning is a plus
What the job involves
- You will be responsible for supporting financial planning and analysis activities including budgeting, forecasting, financial modeling, and strategic analysis. You will collaborate cross-functionally to deliver insights that support data-driven decision-making and long-term financial strategy
- Develop and maintain dynamic financial models to support forecasting, budgeting, and scenario planning
- Assist in the preparation and consolidation of the annual budget and monthly/quarterly forecasts
- Analyze financial performance against forecasts and budgets, identify variances, and communicate key drivers to senior leadership
- Provide insightful reporting and dashboards to support business reviews and strategic planning efforts
- Partner with business units to gather assumptions, validate financial inputs, and challenge inconsistencies
- Prepare ad hoc financial analysis to support initiatives such as new product launches, capital allocation decisions, or operational improvements
- Help standardize and automate reporting processes to improve accuracy and efficiency
Our take
Robo-advisory products and fractional share trading have expanded the investment industry's reach, attracting a broader audience than ever before. This shift has necessitated a redesign of the fintech industry's infrastructure to support the growing demand for accessible and efficient investment options.
DriveWealth plays a pivotal role in this transformation by developing APIs that serve over 100 global fintechs, challenger banks, and digital wallets. Its infrastructure enables seamless robo-advisory services and fractional share trading, giving retail investors access to the US markets and offering innovative stock reward programs. Among its partners are notable companies like Revolut, MoneyLion, and Hemista.
As the company continues to grow, it remains focused on scaling its business by enhancing its technology stack, pursuing strategic acquisitions, and expanding its team. And is well on its way to its ultimate goal of providing tools that empower companies to create investment products that are both accessible and convenient for everyone.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2021
$450m
SERIES D
Oct 2020
$56.7m
SERIES C
Total funding: $552.8m
Company benefits
- Health & wellness packages: We’ve built our benefits offering as a holistic package. We provide multiple health insurance carrier options and plans (medical, dental, vision) with access to HSA and/or FSA tax savings tools. We also provide income protection including life insurance, AD&D, short- and long-term disability, as well as extended coverage resources such as fertility benefits and mental wellness resources
- Vacation & time off: To build a successful organization, employees need time away to rest and recharge, so we provide paid time off including paid holidays and unlimited vacation time. We also strongly believe in work-life balance and, therefore, offer fully remote and hybrid work positions based on role requirements
- Professional developmnet: We believe one of the greatest contributions we can make is investing in our employees’ professional development. Therefore, we offer financial support toward continuing education courses, academic coursework, professional conferences, earning professional certifications, and membership fees to professional organizations
Company HQ
Colgate Center, Jersey City, NJ
Leadership
Robert S. Cortright
(Founder)Co-founded FX Solutions (acquired by Francisco Partners) in 2001 and served as CEo for 9 years. They also co-founded En-to-End Technology Projects in 2008.
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