Senior Manager, Financial Planning and Analysis (FP&A)

Bitwise Asset Management; San Francisco (CA); On-site; USD 175,000 - 215,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Unlimited PTO

Holidays and office perks

Job summary

Bitwise Asset Management seeks a hands-on Senior Manager of FP&A to scale planning and decision support across its global business. You will own budgeting, forecasting, and reporting, translating product and operational drivers into actionable financial insights while advancing our planning platform.

You will lead multi-entity finance processes, develop scalable models, and partner with senior leaders to drive performance and strategic decisions.

Qualifications

• 6–9+ years of FP&A or strategic finance experience
• Experience in asset management or financial services preferred
• Strong GAAP fluency and management reporting skills
• Advanced Excel and financial modeling capabilities
• Proven ability to deliver budgeting, forecasting, and executive reporting
• Ability to communicate concise, decision-useful analysis to senior leaders
• Bachelor’s degree in finance, accounting, economics, business, or related field preferred
• Comfort with multi-entity and international operations and currencies
• Hands-on FP&A and ERP systems experience; NetSuite experience preferred

Responsibilities

• Own major components of the annual budget, rolling forecasts, quarterly outlooks, and long-range plan.
• Lead monthly financial flashes, management reporting, board materials, KPI dashboards, and variance analyses.
• Maintain and improve integrated financial model linking actuals and forecasts across revenue, expenses, headcount, cash, and scenarios.
• Build bottom-up product and fund economics for ETFs, ETPs, SMAs, staking, and other investment strategies.
• Lead expense planning, vendor forecasting, headcount, and compensation planning with partners across departments.
• Ensure planning data reconciles to NetSuite with consistent GL and entity mappings.
• Lead Drivetrain implementation and data connections to NetSuite, Rippling, and other sources.
• Develop scenarios and business cases for launches, partnerships, investments, and decisions.
• Identify opportunities for scalable forecasting, automation, data quality, and reporting improvements.

Skills

Financial modeling

Excel proficiency

FP&A experience

Cross-functional partnership

International operations

Executive communication

Education

Bachelor's degree in finance/economics/business

Tools

NetSuite

ERP systems

Drivetrain integration

Job description

About the Role:

We are seeking a hands‑on, highly analytical Senior Manager of FP&A to help scale financial planning and decision support across Bitwise’s growing global business. This person will own key planning and reporting workstreams, translate product and operational drivers into actionable financial insights, and serve as a strong finance partner to business leaders. The role combines rigorous financial modeling with practical process improvement, including helping implement and evolve our FP&A platform. Success requires someone who can navigate complex fund and entity economics, establish reliable reporting, and improve the way the business plans and makes decisions.

Primary Responsibilities:

• Own major components of the annual budget, rolling forecasts, quarterly outlooks, and long‑range plan, partnering directly with functional and business leaders.
• Lead preparation and review of monthly financial flashes, management reporting, board materials, KPI dashboards, and variance analyses, with clear explanations of performance drivers.
• Maintain and improve an integrated financial model linking actuals and forecasts across revenue, expenses, headcount, cash, and business scenarios.
• Build bottom‑up product and fund economics for ETFs, ETPs, SMAs, staking, and other investment strategies, including AUM, flows, fees, distribution costs, and product profitability.
• Lead departmental expense planning, vendor forecasting, headcount and compensation planning, and resource allocation in partnership with Accounting, HR, and budget owners.
• Partner with Accounting to ensure planning data and management reporting reconcile to NetSuite and reflect consistent GL, entity, and product mappings.
• Play a leading role in implementing and optimizing Drivetrain and its connections to NetSuite, Rippling, and other operating data sources; strengthen controls and model governance.
• Develop scenarios and business cases for launches, strategic partnerships, investments, and operating decisions.
• Identify opportunities for simpler, more scalable forecasting, automation, data quality, and financial reporting processes.

Role Requirements:

• 6–9+ years of relevant experience in FP&A, strategic finance, investment management finance, investment banking, or a similarly analytical environment.
• Experience in asset management or financial services strongly preferred, including familiarity with investment products and fee‑based business models.
• Strong financial statement fluency and accounting fundamentals, with the ability to bridge GAAP actuals, management reporting, and forward‑looking operating drivers.
• Exceptional Excel and financial modeling skills; proven ability to build transparent, flexible, auditable models without unnecessary complexity.
• Demonstrated ownership of budgeting, forecasting, executive reporting, and cross‑functional finance processes.
• Ability to communicate concise, decision‑useful analysis to senior leaders and challenge assumptions constructively.
• Strong attention to detail, project management, initiative, and the judgment to balance precision with speed.
• Bachelor’s degree in finance, accounting, economics, business, or a related discipline preferred.
• Comfort with multi‑entity and international operations, allocations, currencies, and granular product profitability is a plus.
• Hands‑on experience with FP&A and ERP systems; NetSuite experience preferred and experience implementing a modern planning platform a plus.

What We Offer:

• Compensation: $175,000 - $215,000 + Equity
• • Final compensation offered will be determined by factors including candidate experience, skills, qualifications, and geographic location
• 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
• Company‑wide winter break for most roles
• Office spaces in San Francisco, New York, and London
• Meals and snacks provided in office
• Paid company cell phone or stipend
• Bitwise “Buddy” Program (30‑day new‑hire success program)
• Annual anniversary gifts
• Company-wide events including annual holiday party
• Internal Women of Bitwise (WOB) group with fun events

Our Values:

At Bitwise, we believe that our success is a direct reflection of the people who power it. Our work is guided by a core set of values that define how we collaborate, innovate, and serve our clients. We don’t just hire for skill; we hire for a shared commitment to the principles below.

Create ‘a ha’ moments

Move fast, with informed rationale

Ask “What would the client want?”

Show gratitude

Your Interview Process:

Our interview process ensures the best fit for both you and Bitwise, and we strive to make each step valuable, insightful, and efficient.

1. Recruiter Interview
2. Hiring Manager Interview
3. Meeting the Team
4. Work Sample
5. Executive/Founders Interview
6. References
7. Offer!

Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. It is the policy of Bitwise to ensure equal opportunity. All candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Please note that we do not sponsor visas for persons without work authorization in the United States. This role is for full‑time employees only (no B2B or contractors). Thank you!