Financial Analyst, FP&A and Investor Relations

This role sits on the FP&A team and spends about 75% of its time on FP&A and about 25% supporting Investor Relations. You will build the models, automations and analysis behind forecasts, acquisitions and new business decisions, and support the Head of IR with daily market research and executive materials. You will report to the VP of FP&A.

• →Own the forecast and performance tracking for acquired businesses, including integration into our FP&A system
• →Build financial models for acquisitions, new products, pricing and partnerships
• →Prepare revenue bridges, unit economics and KPI analysis for leadership; build AI-enabled automations and dashboards
• →Support the quarterly and annual forecast process

• →Monitor sell-side research daily; summarize new notes and flag errors or notable items
• →Prepare the daily end-of-day recap for senior management (stock performance, research, market data) and a weekly recap
• →Build and maintain executive conference prep packets: investor research, holdings and AUM, meeting history, bios and likely questions
• →Keep the IR CRM current after investor meetings and conferences
• →Support earnings, including collecting research notes and analyst models

• 2-4 years of experience in FP&A, financial analysis, investment banking or transaction advisory
• Strong financial modeling skills (3-statement, driver-based forecasting); exposure to deal or valuation models
• Clear, concise written communication and polished PowerPoint materials for executive audiences; comfortable researching investors from public sources (13F, Form ADV, filings)
• Advanced Excel and hands-on experience with an FP&A planning tool (e.g., Datarails, Adaptive, Anaplan, Planful, Cube, Pigment) and an ERP; AI-inclined, with experience building automations or dashboards
• Sound judgment with confidential and material non-public information
• Working knowledge of financial markets and interest in digital assets; able to judge which research and market news matters. Prior IR experience not required

• Experience in fintech, digital assets, asset management or capital markets
• Datarails and NetSuite specifically, including multi-entity, multi-currency environments
• Public company experience

• Flexible Paid Time Off – Promoting a healthy work-life balance.
• Equity Grant Opportunities – Share in the success and future growth of the company.
• Remote Work Flexibility – Work from anywhere while staying connected with a dynamic and collaborative team.