Controller, Derivative Path
CA$175-200k
+ Discretionary bonus + Equity
Unified capital markets platform
Be an early applicant
Unified capital markets platform
101-200 employees
Be an early applicant
CA$175-200k
+ Discretionary bonus + Equity
101-200 employees
Company mission
To democratize access to capital markets products and technologies for all market participants.
Role
Who you are
- CPA designation minimum 4+ years of progressive experience in the field or related field
- 2-3 years of controller experience, preferably in high-growth companies reporting on US GAAP
- Strong FP&A background with experience in budgeting, forecasting, and variance analysis. Familiarity with SaaS metrics and recurring revenue models
- Experience preparing consolidated financial reports and supporting parent company reporting
- Advanced Excel/Google Sheets and financial modeling
- Experience with modern accounting software (NetSuite, QuickBooks Enterprise, or similar)
- Strong attention to detail while maintaining big-picture perspective
- Strong problem-solving skills and bias toward action
- Entrepreneurial mindset with ability to work with limited resources
- Excellent communication skills for cross-functional collaboration
- Ability to mentor and develop junior team members
What the job involves
- This is a unique opportunity to join a finance function at a critical growth stage, working with a lean, high-performing accounting team in a dynamic startup environment
- As Controller, you'll be reporting directly to the CFO, responsible for all aspects of financial management and reporting
- This role requires someone who thrives in a fast-paced environment and can wear multiple hats while building scalable financial processes
- We're looking for a "player-coach" and someone looking to take the next step in their career
- Accounting Responsibilities
- Manage month-end close process
- Prepare and review US GAAP financial statements and management reports
- Ensure compliance with US federal and state tax regulations and filings
- Coordinate annual audit with external auditors
- Optimize existing accounting systems and evaluate new solutions as needed
- Financial Planning & Analysis (FP&A) Responsibilities
- Serve as the primary financial business partner to CFO and senior leadership team
- Support CFO in board reporting, investor relations and fundraising
- Maintain executive dashboards and KPI reporting for operational metrics
- Drive annual budgeting and quarterly business unit reviews
- Provide financial analysis for pricing decisions and contract negotiations
Our take
Derivative trading often proves unattainable for many organizations due to barriers like limited access, complex compliance regulations, and intricate hedge accounting procedures. Derivative Path effectively addresses these challenges through its capital markets platform.
A key strength of Derivative Path lies in the collective expertise of its team, comprising seasoned professionals with backgrounds in private equity and venture capital from reputable institutions like Wells Fargo and Barclays. Leveraging this hands-on experience, the company adeptly meets the needs of financial institutions and trading firms. Providing institutions with a more efficient avenue for accessing capital markets, earning the company an impressive client roster that includes Simmons Bank and United Community Bank.
In the rapidly evolving landscape of capital markets technology, companies like AlphaSense vie for prominence. However, Derivative Path distinguishes itself by its dedicated focus on derivatives and an array of tools, differentiating itself from other trading fintechs primarily centred on data analysis.
Steph
Company Specialist at Welcome to the Jungle
Insights
35% employee growth in 12 months
Company
Funding (1 round)
Jun 2020
$35m
GROWTH EQUITY VC
Total funding: $35m
Company benefits
- Competitive bonus, base salary, and equity compensation
- 40 hours of sick time
- 18 days of PTO
- Hybrid work environment within the US
- Paid parental leave
- 401K matching at 3%
- Competitive health benefits including HSA and FSA options, life insurance, and short-term disability
Company HQ
Walnut Creek, CA
Leadership
Pradeep Bhatia
(Co-Founder & CEO)Started as an Investment Banking Associate at US Bank, before joining Societe Generale as VP of Leveraged Finance. Was Head of Bank Coverage at Wells Fargo.
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