Hybrid Financial Planning & Analysis Lead – Director Level

Posted last month

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About the role

  • Lead the annual budgeting, quarterly forecasting, long-range planning, and rolling outlook processes in coordination with stakeholders across the business.
  • Support, enhance, and deliver monthly reporting packages, including flashes, board reporting, and KPI dashboards.
  • Conduct variance analysis and performance tracking against budget and forecast, highlighting key drivers of results.
  • Identify opportunities to streamline and improve FP&A processes, reporting workflows, and tools.
  • Own or contribute to the implementation and optimization of financial systems and tools (e.g., NetSuite, Excel-based models, AI, BI tools).
  • Build and maintain dynamic financial models to evaluate new product launches, strategic initiatives, and operational scenarios.
  • Provide insights and recommendations on resource allocation, profitability, and long-term value creation.
  • Present findings and recommendations in a clear, data-driven way to senior leadership, board members, and investors.
  • Collaborate with cross-functional teams (e.g., Sales, Marketing, Product, Operations, HR, and Accounting) to support business planning and performance tracking.
  • Serve as a trusted advisor by providing financial expertise, guidance, and actionable insights that align financial goals with business objectives.
  • Develop strong relationships with business leaders to ensure accountability and informed decision-making.

Requirements

  • 7–10 years of experience in FP&A, investment banking, strategic finance, or a similarly analytical role.
  • Background in asset management, broker-dealer, or financial services required.
  • Excellent grasp of financial statements and accounting principles, with the ability to connect operational drivers to financial outcomes.
  • Exceptional financial modeling and Excel skills, with the ability to build clean, dynamic models from scratch.
  • Proficient in financial systems such as NetSuite (preferred), and BI tools like Tableau or Mode, or Power BI; SQL a plus.
  • Experience running budgeting, forecasting, planning, and monthly close/reporting cycles.
  • Bachelor's degree in accounting, business, finance or other related major, strongly preferred.
  • Creative and analytical thinker who can break down complex business problems and structure solutions through models.
  • Strong communicator who can distill data into insights and explain financial concepts clearly to cross-functional teams.
  • Highly detail-oriented, organized, and accountable, with a strong sense of ownership and follow-through.
  • Comfortable working in a fast-paced, evolving environment and willing to roll up their sleeves to get things done.

Benefits

  • Compensation: $200,000-$275,000 salary
  • Equity compensation as a component of all offers
  • Health insurance, including dental and vision plans
  • Health, Dependent Care, and Commuter Flexible Spending Accounts
  • Paid Parental Leave
  • Life insurance; short- and long-term disability plans
  • Company funded 401(k) plan, no matching required
  • Unlimited PTO
  • 10 paid company-wide holidays
  • Office spaces in San Francisco and New York
  • Meals and snacks provided in the office
  • Paid company cell phone
  • Bitwise “Buddy” program (30-day new-hire success program)
  • Annual birthday and anniversary gifts
  • Company-wide events including the annual holiday party
  • Internal Women of Bitwise group with fun events

Job title

Financial Planning & Analysis Lead – Director Level

Job type

Experience level

Senior

Salary

$200,000 - $275,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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