FP&A Manager, IEX
$150-175k
+ Equity + Bonus
1-2 days a week in office
Equity trading exchange
Be an early applicant
Equity trading exchange
101-200 employees
Be an early applicant
$150-175k
+ Equity + Bonus
1-2 days a week in office
101-200 employees
Company mission
To innovate with a purpose: to drive trading performance for market participants.
Role
Who you are
- Must have strong attention to detail, devotion to accuracy and data integrity
- Superior analytical and problem-solving skills; analytic creativity and insight
- Biased towards and experienced with automated solutions for manual tasks and processes
- Ability to multitask and deliver on competing priorities
- Ability to operate in a fast-paced, deadline driven atmosphere
- Strong communication and presentation skills
- Minimum of 5+ years of financial planning and analysis experience in a Company or investment bank
- Tech, fintech, exchange or marketplace experience at a growth-stage company highly preferred
- Bachelor’s degree in Finance, Accounting, Economics or a related field
- Proven track record of partnering cross-functionally and influencing stakeholders at all levels
- Excellent communication and presentation skills; able to distill complex data into compelling insights
- Proficiency in Microsoft Excel and PowerPoint, including financial modelling, scenario analysis and pivot tables
What the job involves
- IEX is looking for an experienced Finance professional who will be responsible for the full spectrum of the budgeting and forecasting process
- Responsibilities will include managing the annual budget and quarterly forecasts, running various financial models, analyzing financial results and presenting the findings to senior management
- This individual will have an eye towards continuous improvement, leveraging technology or other solutions to automate and scale our processes as they exist today
- This person will be a key member of the Finance team reporting to the Head of Finance
- The right person for this role will have a successful technical and analytical background and be a strong self-starter with a proven work ethic
- Manage and coordinate the development of the annual budget and ongoing forecasts working in partnership with business and department leaders
- Own the monthly reporting process and associated deliverables. Partner with department leaders to track performance against budgets and KPIs
- Manage IEX’s revenue forecast model including the distribution of daily revenue flash reporting
- Conduct deep dives into specific expense or revenue lines to understand their drivers and identify potential levers to enhance financial performance
- Generate and present timely, accurate, and insightful management reports to stakeholders, highlighting financial results, key performance indicators, and variance analysis
- Production of presentation materials for senior management and board of directors
- Partner with Accounting team to maintain data accuracy and support the month-end close process
- Conduct ad-hoc analysis and special projects as required
- Improve financial infrastructure by enhancing forecasting tools, processes and systems
Our take
Innovations in fintech infrastructure have dramatically changed how people invest, but despite such developments, investors still face limitations when trading assets. Exchanges often list out-of-date pricing information which limits investors' abilities to make strategic investment decisions, a problem that is heightened through knock-on effects from other unstable stock prices.
IEX provides a registered US stock exchange for investors and broker-dealers, focussing on providing a more stable trade execution experience than existing exchanges. The company achieves this through its "Speed Bump" strategy that delays trades to gather up-to-date pricing information whilst assessing them for price stability, ensuring that trades are not executed based on stale data, and helping to notify other orders to react to other stock price stability levels.
Whilst the company must share the stock exchange sector with many competitors, IEX show great promise through its focus on maintaining pricing accuracy and stability. The company also stands out by providing a cloud platform for the selling, sharing, and use of financial data, in addition to an investment lifecycle advice tool for institutional investors.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Sep 2014
$75m
SERIES C
Mar 2013
$24.4m
SERIES B
Total funding: $100.9m
Company benefits
- 100% Employer-Paid Benefit Premiums: Medical, dental and vision benefits premiums covered 100% for employees, spouses, and dependents
- One MEdical Membership: 100% company-paid annual membership to One Medical primary care services
- Matched 401(k), Equity & Bonus Offerings: Competitive compensation packages including equity and bonus opportunities and 401(k) with annual company match
- Learning Stipend and Non-Profit Donation Match: $5000 annual learning stipend and $1000 annual match for donations to 5013(c) organizations of your choice
- In-Office Gym: Fully equipped with weights, treadmills, a Peloton bike, and locker rooms with showers
- Lunch and Learns: Have lunch on IEX and listen to co-workers present on their areas of expertise
- Hybrid Working Environments: Teams determine how and where they work – home, on the road, or in office
- Flexible Vacation Policy: With unlimited PTO, recharge your batteries and come to work ready to innovate
- 16 Weeks Paid Parental Leave: Offered for primary and secondary caregivers at the birth, adoption, or placement of a child
Company HQ
World Trade Center, New York, NY
Leadership
Bradley Katsuyama
(Co-Founder & CEO)Founding Board Member of The Public Health Company. Spent 11 years at RBC Capital Markets, ultimately as Managing Director of US Cash Equity Trading.
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