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
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