Director, Financial Planning & Analysis
United States·New YorkexecutiveQuick Summary
Design, implement, and manage the company's rolling forecast process, annual budget cycle, and long-range financial planning models to ensure alignment with strategic goals.
About Us
DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!
About the Role
~1 min read- Establish Foundational Processes: Design, implement, and manage the company's rolling forecast process, annual budget cycle, and long-range financial planning models to ensure alignment with strategic goals.
- Drive IPO Readiness: Contribute significantly to building a public company-caliber FP&A function, focusing on institutionalizing reporting, and creating the "no-surprises" financial infrastructure required for a potential IPO.
- Analyze Business Performance: Partner closely with cross-functional leaders to define and track key performance indicators (KPIs), deconstruct complex fintech and brokerage unit economics, and deliver actionable insights on margin expansion, capital allocation, and partner profitability.
- Tech Stack Modernization: Participate in the implementation and deployment of Enterprise Performance Management (EPM) and Business Intelligence (BI) tools to automate reporting and improve the efficiency and scalability of the finance tech stack.
- Support Executive Reporting: Prepare high-quality financial materials for the Executive Team and Board of Directors, effectively communicating the critical financial narrative and key operational metrics.
- 10+ years of progressive experience in strategic finance, corporate FP&A, investment banking, consulting, or financial strategy, preferably within a high-growth fintech or financial services organization.
- Mandatory experience in a public company setting or direct involvement in taking a company through the IPO process.
- Prior investment banking experience is highly preferred but not required.
- Proven ownership of company-wide financial planning, forecasting, and comprehensive financial modeling.
- Deep expertise in complex financial modeling, forecasting, scenario analysis, and deconstructing brokerage unit economics.
- Experience building, implementing, and improving financial reporting systems and planning infrastructure (e.g., EPM/BI tools).
- Exceptional communication skills, with a proven ability to translate complex financial data into clear, actionable insights for executives, boards, and investors.
- Strong leadership instincts with a track record of partnering with senior executives, developing teams, and instilling operational rigor across the organization.
- Bachelor’s Degree in Finance, Accounting, or a relevant field; a higher degree (e.g., MBA, CFA) is a plus.
- A track record of ownership and disciplined execution in high-stakes environments.
- The ability to prioritize ruthlessly, focusing on what’s critical versus important to drive work to completion.
- Strength in cross-functional partnership with the judgment to coordinate across multiple teams.
- Impeccable high integrity, sound judgment, and a deep respect for risk, control, and operational excellence.
What We Offer
~2 min readApplicants must possess the legal right to work in the country where the position is located at the time of application. DriveWealth requires all employees to provide original documentation verifying their work authorization on or before their first day of employment.
For US-based roles: Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship. DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers, at this time. Offers of employment are strictly contingent upon an individual’s ability to secure and maintain the legal right to work at the Company.
How We Think About AI
We leverage AI to work smarter and move faster. We seek AI-curious talent who are proactive about using emerging tools to increase signal quality, reduce friction, and improve outcomes to deliver products faster, provide better service to our partners, and to streamline processes. Your ability to leverage our internal tools and technology to drive results is as important to us as your core domain expertise.
Compensation
Pay is generally based on the level, complexity, responsibility, location, and job duties/requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks.
Equal Employment Opportunity
To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply.
Agency Disclaimer
DriveWealth does not accept agency resumes. Do not forward resumes to our jobs alias, employees, or any other organization location. DriveWealth is not responsible for any fees related to unsolicited resumes.
Location & Eligibility
Listing Details
- Posted
- June 12, 2026
- First seen
- June 12, 2026
- Last seen
- June 12, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 67%
- Scored at
- June 12, 2026
Signal breakdown
DriveWealth is a global B2B financial technology platform that provides Brokerage-as-a-Service, enabling partners to offer U.S. securities trading and investment experiences to their clients worldwide through API-driven, fractional share technology.
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Director, Financial Planning & Analysis