About the role

  • Assist in the preparation of annual budgets and periodic forecasts
  • Work with department heads to gather assumptions and ensure alignment with strategic goals
  • Build and maintain complex financial models to analyze performance and scenario planning
  • Evaluate financial and operational results, identifying trends, risks, and opportunities
  • Support valuation analysis and 409A modeling
  • Conduct credit and strategic alignment analyses on potential partnerships to assess fit, scale, and strategic value
  • Review ongoing financial submissions for covenant compliance and financial health around debt investments
  • Conduct cash flow analyses to inform investment performance
  • Prepare monthly, quarterly, and annual financial reports and dashboards
  • Support month-end close by preparing variance analysis (actual vs. budget/forecast)
  • Prepare, review, and deliver financial reporting within ecosystem quarterly reports, maintaining consistency and compliance across metrics
  • Track portfolio balances, performance, and forecast balances
  • Contribute to long-range planning and strategic initiatives
  • Analyze potential investments, cost-saving initiatives, and business development opportunities
  • Execute quarterly calculation, reporting, and payment processes for mandate account reimbursements, management fees, and tax reimbursements, ensuring accuracy and timely settlement
  • Produce and distribute daily/weekly financial reports - cash reserves, daily executions, loan tracking, and contractor agreements - ensuring completeness, accuracy, and on-schedule delivery
  • Recommend and implement process improvements in financial planning systems and reporting
  • Review and audit employee grants to ensure accuracy with the people team, and up-to-date dashboards for forecasting and planning
  • Help oversee digital token payments, due diligence, reporting, and reconciliation

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA, CFA, or CPA is a plus)
  • Familiarity with financial statements and credit analysis
  • 2 - 5 years of relevant experience in investment banking, corporate finance, FP&A or financial analysis
  • Strong interest in the blockchain industry
  • Strong proficiency in modeling - utilizing Google Sheets (pivot tables, VLOOKUP, modeling), and experience with ERP systems (e.g., Netsuite, SAP, etc.)
  • Familiarity with BI/reporting tools is preferred
  • Excellent analytical, problem-solving, and communication skills
  • High attention to detail and ability to manage multiple priorities

Benefits

  • Competitive health, dental & vision coverage with most plans covered at 100% for the employee + any dependants
  • Flexible time off + 15 company holidays including a company-wide holiday break
  • Up to 12 weeks of paid parental leave for both non-birthing and birthing parents, as well as up to 14 weeks of paid pregnancy leave for birthing parents
  • Gym reimbursement ($80 per month)
  • Life & ADD (up to $50K)
  • Short & Long term disability
  • 401K with 4% match
  • Health & Dependent Care FSA Accounts
  • Commuter benefits with $250/month employer contribution
  • Health Savings Account (HSA) with monthly employer contribution
  • Family building benefits through Kindbody
  • Wellbeing benefits (One Medical, Rightway, Headspace)
  • L&D budget of $1,500/year
  • Daily lunch and snacks in office
  • Company retreats

Job title

Senior Financial Analyst

Job type

Experience level

Senior

Salary

$115,000 - $165,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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