Strategic Finance Manager, Pontera

$140-170k

+ All new hires are eligible for equity grant participation

SQL

Tableau

Excel

Mid and Senior level

New York

More information about location

3 days a week in office

Wealth management for held-away accounts

Posted today

Wealth management for held-away accounts

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Posted today

$140-170k

+ All new hires are eligible for equity grant participation

SQL

Tableau

Excel

Mid and Senior level

New York

More information about location

3 days a week in office

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Company mission

To help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k), 403(b)s, and other workplace-sponsored retirement plan accounts.

Job

Company

Role

Who you are

The ideal candidate will possess strong financial modeling and analytical skills, and be comfortable working in a face-paced, high-growth, dynamic environment
Bachelor's degree in Finance, Accounting, Economics, or related field
4-6 years of experience in strategic finance, FP&A, investment banking, or management consulting
Strong proficiency in financial modeling, forecasting, financial reporting, and quantitative analysis
Exceptional analytical skills, attention to detail, and problem-solving abilities
Strong written and verbal communication and presentation skills
Humble, low ego, easy to work with, and possesses growth mindset
Experience in fast-paced, high-growth, dynamic environments, preferably within the technology or startup space
Proficiency in Excel required; experience with ERP systems, Tableau, SQL is a plus

What the job involves

Reporting into the Head of Strategic Finance, you will play a key role in helping to power Pontera’s continued success
You will be responsible for supporting strategic finance and FP&A efforts, and providing analytical insights to guide business decisions
Drive core processes to help chart the course for future growth, including annual budgeting and strategic planning, quarterly reforecasting, monthly outlooks and headcount planning
Prepare materials for monthly performance diagnostics and variance analysis, to help leadership understand the company’s financial health and performance against budget
Build and maintain financial models that are used for core analytical processes and ROI-based decision-making, ultimately helping the company drive toward higher growth and profitability
Partner with Data, Revenue Operations, Sales, Marketing and other cross-functional teams to provide key business insights and financial thought leadership around key strategic and operational decisions
Assist in the preparation of key internal and external stakeholder financial communication, including Board of Directors and investor presentations

Our take

Pontera, formerly known as FeeX, is a platform that bridges the gap between individuals and pension advisers, helping financial advisors find hidden fees and better manage their client's pension schemes.

Pontera is taken from the Latin for “bridge” and the company’s mission of increasing transparency within the financial world was once focused solely on account holders and legal fees. Since raising another successful round, the company’s platform has concentrated its efforts on an Order Management System for financial advisors.

This about-turn was clearly a smart move for Pontera as it piqued the interest of leading investors. Financial difficulties for FeeX in 2016 resulted in a third of its employees being made redundant. That seems a far cry from the financial advisor platform it is today, and it will hope this continues as it looks to cement its place at the forefront of the industry.

Freddie

Company Specialist at Welcome to the Jungle

Insights

30% employee growth in 12 months

Glassdoor (4.7)

Company

Company benefits

Health insurance
Retirement contributions
Employee stock option
Family planning benefits
Hybrid work environment
Meal stipend

Company HQ

Midtown South, New York, NY

Leadership

Yoav Zurel

(Co-Founder & CEO)

A Computer Science graduate. They previously worked as a Support Engineer at Wix before co-founding Pontera in 2012.

Eyal Halahmi

(Co-Founder & CTO)

Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also founded TALKahead.

David Weisz

(Co-Founder & CPO)

Served as an Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.

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