Director of Financial Planning & Analysis, DriveWealth
$250-275k
+ Bonus & Equity
More information about location
4 days a week in office
Cloud-based, API-driven brokerage infrastructure
Be an early applicant
Cloud-based, API-driven brokerage infrastructure
201-500 employees
Be an early applicant
$250-275k
+ Bonus & Equity
More information about location
4 days a week in office
201-500 employees
Company mission
To make investing accessible to anyone, anywhere.
Role
Who you are
- 10+ years of progressive experience in strategic finance, corporate FP&A, investment banking, consulting, or financial strategy, preferably within a high-growth fintech or financial services organization
- Mandatory experience in a public company setting or direct involvement in taking a company through the IPO process
- Prior investment banking experience is highly preferred but not required
- Proven ownership of company-wide financial planning, forecasting, and comprehensive financial modeling
- Deep expertise in complex financial modeling, forecasting, scenario analysis, and deconstructing brokerage unit economics
- Experience building, implementing, and improving financial reporting systems and planning infrastructure (e.g., EPM/BI tools)
- Exceptional communication skills, with a proven ability to translate complex financial data into clear, actionable insights for executives, boards, and investors
- Strong leadership instincts with a track record of partnering with senior executives, developing teams, and instilling operational rigor across the organization
- Bachelor’s Degree in Finance, Accounting, or a relevant field; a higher degree (e.g., MBA, CFA) is a plus
- A track record of ownership and disciplined execution in high-stakes environments
- The ability to prioritize ruthlessly, focusing on what’s critical versus important to drive work to completion
- Strength in cross-functional partnership with the judgment to coordinate across multiple teams
- Impeccable high integrity, sound judgment, and a deep respect for risk, control, and operational excellence
What the job involves
- The Director, Financial Planning & Analysis (FP&A) will play a critical role in scaling DriveWealth's financial operations
- The mandate includes establishing and maturing the FP&A function to support institutional-grade forecasting and achieving public company readiness
- This director will be expected to own the development of comprehensive financial models, manage the annual budget process, and provide strategic insights into revenue drivers and cost structure
- Success in this role means transforming complex brokerage economics into clear, actionable financial narratives for the Executive Team, ensuring transparency, predictability, and a "no-surprises" financial infrastructure
- They will own critical decisions around financial planning processes, KPI definition, and the implementation of scalable finance technology
- This is an opportunity to join a high-growth business at a pivotal moment, demanding disciplined execution and high integrity
- Establish Foundational Processes: Design, implement, and manage the company's rolling forecast process, annual budget cycle, and long-range financial planning models to ensure alignment with strategic goals
- Drive IPO Readiness: Contribute significantly to building a public company-caliber FP&A function, focusing on institutionalizing reporting, and creating the "no-surprises" financial infrastructure required for a potential IPO
- Analyze Business Performance: Partner closely with cross-functional leaders to define and track key performance indicators (KPIs), deconstruct complex fintech and brokerage unit economics, and deliver actionable insights on margin expansion, capital allocation, and partner profitability
- Tech Stack Modernization: Participate in the implementation and deployment of Enterprise Performance Management (EPM) and Business Intelligence (BI) tools to automate reporting and improve the efficiency and scalability of the finance tech stack
- Support Executive Reporting: Prepare high-quality financial materials for the Executive Team and Board of Directors, effectively communicating the critical financial narrative and key operational metrics
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 meet the growing demand for accessible, 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 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. It 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
Financial District, New York, NY
Leadership
Naureen Hassan
(CEO)Previously President of the Americas at UBS, was on the Board of Governors at FINRA and Partnership For New York City and was the First Vice President of the Federal Reserve Bank of New York.
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