Strategic Finance & FP&A Associate New York, New York, United States

Pontera Solutions Inc.; New York (NY); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Join a fast-growing fintech company dedicated to helping individuals achieve financial security in retirement. As a key player in the Strategic Finance team, you will leverage your financial modeling expertise and analytical skills to influence critical business decisions. You will work in a dynamic environment, collaborating with cross-functional teams to provide insights that drive growth. This role offers a unique opportunity to impact the future of a company revolutionizing the FinTech industry while enjoying a supportive team culture and comprehensive benefits.

Benefits

Equity Grant Participation

Comprehensive Healthcare Benefits

401(k) with Employer Match

Paid Parental Leave

Professional Development Programs

Fully Stocked Kitchen

Lunch Reimbursement Program

Generous PTO

Team Events

Flexible Work Model

Qualifications

• 2-5 years of experience in FP&A or strategic finance.
• Strong proficiency in financial modeling and quantitative analysis.

Responsibilities

• Support annual budgeting and strategic planning processes.
• Prepare materials for monthly performance diagnostics and variance analysis.
• Build and maintain financial models for decision-making.

Skills

Financial Modeling

Analytical Skills

Forecasting

Communication Skills

Problem-Solving

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Economics

Tools

Excel

Tableau

SQL

Job description

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 planning
• Diagnostics: Prepare materials for monthly performance diagnostics and variance analysis, to help leadership understand the company’s financial health and performance against budget
• Build and maintain financial models that are used for core analytical processes and strategic and operational decision-making
• Work with Business Intelligence and Data Analytics to provide key business insights, linking leading indicators in current business drivers to future strategy
• Partner with other cross-functional teams to provide analytical support and financial rigor around key strategic and operational decisions
• Assist 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 field
• 2-5 years of experience in FP&A, strategic finance, investment banking, or management consulting
• Strong proficiency in financial modeling, forecasting, financial reporting, and quantitative analysis
• Exceptional analytical skills, attention to detail, and problem-solving abilities
• Strong written and verbal communication and presentation skills
• Humble, low ego, easy to work with, and possesses growth mindset
• Experience in fast-paced, high-growth, dynamic environments, preferably within the technology or startup space
• Proficiency in Excel required; experience with ERP systems, Tableau, SQL is a plus

WHAT WE OFFER

• Compensation: $120,000 to $150,000 annually
• Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
• Team Culture: A collegial, collaborative, fun work environment with frequent team events
• Equity: All new hires are eligible for equity grant participation
• Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
• Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
• Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
• Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
• Food Perks: Fully stocked kitchen & lunch reimbursement program
• Work 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.

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