Pontera
Strategic Finance & FP&A Associate
Pontera, New York, New York, us, 10261
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in.
DESCRIPTION
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 Financial Planning & Analysis (FP&A) and strategic finance efforts, and providing analytical insights to guide business decisions. The ideal candidate will possess strong financial modeling and analytical skills, and be comfortable working in a face-paced, high-growth, dynamic environment.
RESPONSIBILITIES
Forecasting: Support core processes to help chart the course for future growth, including annual budgeting and strategic planning, quarterly reforecasting, monthly outlooks and headcount planningDiagnostics: Prepare materials for monthly performance diagnostics and variance analysis, to help leadership understand the company's financial health and performance against budgetBuild and maintain financial models that are used for core analytical processes and strategic and operational decision-makingWork with Business Intelligence and Data Analytics to provide key business insights, linking leading indicators in current business drivers to future strategyPartner with other cross-functional teams to provide analytical support and financial rigor around key strategic and operational decisionsAssist in the preparation of key internal and external stakeholder financial communication, including Board of Directors and investor presentations
REQUIREMENTS
Bachelor's degree in Finance, Accounting, Economics, or related field3-5 years of experience in FP&A, strategic finance, investment banking, or management consultingStrong proficiency in financial modeling, forecasting, financial reporting, and quantitative analysisExceptional analytical skills, attention to detail, and problem-solving abilitiesStrong written and verbal communication and presentation skillsHumble, low ego, easy to work with, and possesses growth mindsetExperience in fast-paced, high-growth, dynamic environments, preferably within the technology or startup spaceProficiency in Excel required; experience with ERP systems, Tableau, SQL is a plusWHAT WE OFFERCompensation : $120,000 to $150,000 annuallyOpportunity : Have a major impact at a fast-growing startup that is revolutionizing the FinTech industryTeam Culture : A collegial, collaborative, fun work environment with frequent team eventsEquity : All new hires are eligible for equity grant participationHealthcare : Comprehensive & affordable insurance benefits with a variety of plan optionsRetirement : 401(k) with employer match & employer-sponsored access to a retirement advisorFamily Benefits : Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacyProfessional Development : Sponsored learning & development program (to cover classes, certifications, and more!)Food Perks : Fully stocked kitchen & lunch reimbursement programWork Flexibility : A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in.
DESCRIPTION
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 Financial Planning & Analysis (FP&A) and strategic finance efforts, and providing analytical insights to guide business decisions. The ideal candidate will possess strong financial modeling and analytical skills, and be comfortable working in a face-paced, high-growth, dynamic environment.
RESPONSIBILITIES
Forecasting: Support core processes to help chart the course for future growth, including annual budgeting and strategic planning, quarterly reforecasting, monthly outlooks and headcount planningDiagnostics: Prepare materials for monthly performance diagnostics and variance analysis, to help leadership understand the company's financial health and performance against budgetBuild and maintain financial models that are used for core analytical processes and strategic and operational decision-makingWork with Business Intelligence and Data Analytics to provide key business insights, linking leading indicators in current business drivers to future strategyPartner with other cross-functional teams to provide analytical support and financial rigor around key strategic and operational decisionsAssist in the preparation of key internal and external stakeholder financial communication, including Board of Directors and investor presentations
REQUIREMENTS
Bachelor's degree in Finance, Accounting, Economics, or related field3-5 years of experience in FP&A, strategic finance, investment banking, or management consultingStrong proficiency in financial modeling, forecasting, financial reporting, and quantitative analysisExceptional analytical skills, attention to detail, and problem-solving abilitiesStrong written and verbal communication and presentation skillsHumble, low ego, easy to work with, and possesses growth mindsetExperience in fast-paced, high-growth, dynamic environments, preferably within the technology or startup spaceProficiency in Excel required; experience with ERP systems, Tableau, SQL is a plusWHAT WE OFFERCompensation : $120,000 to $150,000 annuallyOpportunity : Have a major impact at a fast-growing startup that is revolutionizing the FinTech industryTeam Culture : A collegial, collaborative, fun work environment with frequent team eventsEquity : All new hires are eligible for equity grant participationHealthcare : Comprehensive & affordable insurance benefits with a variety of plan optionsRetirement : 401(k) with employer match & employer-sponsored access to a retirement advisorFamily Benefits : Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacyProfessional Development : Sponsored learning & development program (to cover classes, certifications, and more!)Food Perks : Fully stocked kitchen & lunch reimbursement programWork Flexibility : A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.