- Forecasting: Evolve all aspects of strategic planning and forecasting to support operational efficiency and resource allocation in line with the Company's long term strategic goals, including annual budgeting, rolling reforecasting, and long-range planning
- Performance Metrics: Drive continued enhancement of all analytical processes, measurements, and models required to support deep ongoing tracking of KPIs across key facets of the business, and support ROI-based decision-making across the organization. Partner with the Business Intelligence team to provide key insights into performance and financial trends, linking leading indicators in current business drivers to future strategy
- ROI-Driven Decision Making: Work cross-functionally with leaders across the organization to provide analytical support and financial rigor around key business decisions. This includes working closely with the GTM leadership on measuring and analyzing key funnel & performance metrics to improve visibility and forecasting
- Efficiency: Drive continued improvement in margins and profitability by working across the organization to understand, quantify, and execute on initiatives to improve operating leverage & efficiency
- Reporting & Presentations: Assist in the preparation of key internal and external stakeholder financial communication, including preparation of Board of Directors and investor presentations
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
- Proven experience (8+ years) in strategic finance, FP&A, investment banking, or management consulting, with at least 3 years in a leadership role; prior startup experience strongly preferred
- Strong proficiency in financial modeling, forecasting techniques, and quantitative analysis.
- Demonstrated ability to translate complex financial concepts into actionable insights and strategic recommendations.
- Experience in fast-paced, high-growth environments, preferably within the technology or startup sector.
- Exceptional analytical skills, attention to detail, and problem-solving abilities.
- Excellent communication and presentation skills, with the ability to articulate financial information to diverse audiences.
- Strategic mindset with the ability to think creatively, anticipate future challenges, and drive innovative solutions.
- Proficiency in financial systems and tools (e.g., ERP systems, Excel, BI platforms).
- Leadership qualities including integrity, resilience, adaptability, and a collaborative approach to decision-making.
- Compensation: $225,000 to $250,000 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
-
Strategic Finance Development Program 2024
1 week ago
Uber New York, United StatesIn Finance, we work hand-in-hand with leaders across the company to ensure smooth, disciplined execution of strategic business objectives. Our Strategic Finance team providex comprehensive financial insight into the business through regional and functional business partnering, fo ...
-
AMC Networks Inc. New York, United StatesJob Description · - AMC Networks is home to many of the greatest stories and characters in TV and film and the premier destination for passionate and engaged fan communities around the world. · - We create and curate celebrated series and films across distinct brands and make the ...
-
Strategic Finance
1 week ago
Chapter New York, United StatesWhy We Exist · Every morning, 11,000 Americans wake up and begin their first day of retirement. While retirement should be an exciting, empowering, and fulfilling part of one's life, the reality today is that retirement brings along with it a fundamentally new set of challenges ...
-
Strategic Finance
1 week ago
Apollo Global Management New York, United StatesPosition OverviewAt Apollo, were a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit and Real Estate, regions and industries, were known ...
-
Strategic Finance
4 days ago
Chapter New York, United StatesJob Description · Job DescriptionWhy We ExistEvery morning, 11,000 Americans wake up and begin their first day of retirement. While retirement should be an exciting, empowering, and fulfilling part of one's life, the reality today is that retirement brings along with it a fundame ...
-
Strategic Finance
1 week ago
Apollo Global Management New York, NY, United StatesPosition OverviewAt Apollo, we're a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit and Real Estate, regions and industries, we're kno ...
-
Strategic Finance
3 weeks ago
Apollo Global Management New York, United States Full timeIn our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity.Through Athene, our retirement services busin ...
-
Strategic Finance Projects
4 hours ago
Coda Search│Staffing New York, United StatesOur client, a global hedge fund, is adding a Strategic Finance Projects Manager to their team. This role will lead and execute initiatives, representing the department firm-wide. This role requires a dynamic individual with strong project management skills, strategic thinking, an ...
-
Strategic Finance Associate
6 days ago
Glocap New York, United StatesCLIENT: Our client is an early stage, high growth, first-in class healthcare company leveraging AI. · ROLE: Our client is seeking a Strategic Finance Associate to work as a key part of the Strategic Finance and Business Development teams. This individual will work on a variety o ...
-
Strategic Finance Manager
2 days ago
Coda Search│Staffing New York, United StatesAs a Senior Finance Analyst, you will be responsible for developing and maintaining sophisticated financial models from scratch to support firm-wide decision-making, risk management, and performance analysis. This sits on the Financial Planning and Analysis team. · Key Responsibi ...
-
Manager of Strategic Finance
1 week ago
Pontera New York, United States Full timePontera 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. · Pon ...
-
Head of Strategic Finance
1 week ago
Hays CPA LLC New York, United StatesYou're new company · This is an opportunity to work for a rapidly growing fintech company who are revolutionizing a $12 trillion industry. They are one of the only Fintech companies in the world that are currently on a steep growth trajectory. At present, they have no direct comp ...
-
Strategic Finance Associate
1 week ago
via New York, United StatesAbout this role: · As Strategic Finance Associate you will lead high-priority financial projects to drive rapid growth, guide Via's strategy and create long term value. You'll have the chance to own critical work-streams from start to finish, collaborate closely with Via's leade ...
-
Strategic Finance Principal
1 week ago
via New York, United StatesAbout this role: · As Strategic Finance Principal you will lead high-priority financial projects to drive rapid growth, guide Via's strategy and create long term value. You'll have the chance to own critical workstreams from start to finish, collaborate closely with Via's leader ...
-
Strategic Finance Manager
1 week ago
FLEX Inc New York, United StatesFlex is a growth-stage, NYC headquartered FinTech company that is creating the best rent payment experience. It's hard to believe that it's 2024 and paying rent on time is expensive, inflexible, and difficult. We're here to change that Flex enables our users to pay rent throughou ...
-
Manager of Strategic Finance
11 hours ago
Pontera New York, United StatesJob Description · Job DescriptionPontera 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 ...
-
Strategic Finance Associate
1 week ago
Alloy New York, United StatesAlloy is where you belong · Alloy is a leader in the fraud prevention space. We help some of the most innovative banks and fastest growing fintech companies grow and scale operations by allowing them to find more good customers and onboard them without increasing the risk of fra ...
-
Strategic Finance Manager
1 week ago
Runwise New York, United StatesRunwise is looking to hire a · Strategic Finance Manager · and add to one of the largest and fastest-growing prop-tech companies in the US. · Runwise ) is a fast-paced, customer-focused climate-tech startup that controls and runs the key energy systems (heating, water, etc...) ...
-
Strategic Finance Associate
1 week ago
Ampla New York, United StatesWho We Are · Our Products: Traditional banking just wasn't built to make growing a consumer brand easy. We want to change that. Our financial platform is designed for brands of any size, no matter how they sell. From access to capital with the Growth Line of Credit, to simplifie ...
-
Strategic Finance Associate
1 week ago
Glocap New York, United StatesCLIENT: Our client is an early stage, high growth, first-in class healthcare company leveraging AI. · ROLE: Our client is seeking a Strategic Finance Associate to work as a key part of the Strategic Finance and Business Development teams. This individual will work on a variety o ...
Senior Director of Strategic Finance - New York, United States - Pontera
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 Chief Financial Officer, the Senior Director of Strategic Finance & FP&A will play a key role in steering Pontera's strategic direction and continued growth. The role be responsible for overseeing strategic finance initiatives and leading Financial Planning & Analysis (FP&A) efforts to drive informed decision-making and support sustainable growth. The ideal candidate will possess exceptional financial acumen, strategic thinking, and strong leadership skills to navigate the dynamic landscape of our organization.
RESPONSIBILITIES