Financial Analyst, FP&A and Investor Relations
"What You'll Be Doing"
About This Role
This position sits on the FP&A team, splitting time roughly 75/25 between FP&A work and support for Investor Relations. You'll build models, automations, and analysis to support forecasting, acquisitions, and new business decisions, while also helping the Head of IR with daily market research and executive materials. You will report to the VP of FP&A.
What You'll Be Doing
Own forecasting and performance tracking for acquired businesses, including their integration into the FP&A system
Build financial models for acquisitions, new products, pricing, and partnerships
Prepare revenue bridges, unit economics, and KPI analysis for leadership, and build AI-enabled automations and dashboards
Support the quarterly and annual forecast process
Monitor sell-side research daily, summarizing new notes and flagging errors or notable items
Prepare a daily end-of-day recap for senior management covering stock performance, research, and market data, plus a weekly recap
Build and maintain executive conference prep packets, including investor research, holdings and AUM data, meeting history, bios, and likely questions
Keep the IR CRM up to date following investor meetings and conferences
Support earnings processes, including collecting research notes and analyst models
What We're Looking For
2-4 years of experience in FP&A, financial analysis, investment banking, or transaction advisory
Strong financial modeling skills (3-statement, driver-based forecasting), with exposure to deal or valuation models
Clear, concise written communication and polished PowerPoint materials for executive audiences; comfort researching investors from public sources such as 13F filings, Form ADV, and other filings
Advanced Excel skills and hands-on experience with an FP&A planning tool (e.g., Datarails, Adaptive, Anaplan, Planful, Cube, Pigment) and an ERP system; an AI-inclined mindset, with experience building automations or dashboards
Sound judgment when handling confidential and material non-public information
Working knowledge of financial markets and an interest in digital assets, with the ability to judge which research and market news matters (prior IR experience is not required)
Bonus Points
Experience in fintech, digital assets, asset management, or capital markets
Specific experience with Datarails and NetSuite, including multi-entity, multi-currency environments
Public company experience
Why Join Us
Flexible Paid Time Off to support work-life balance
Equity Grant Opportunities, allowing you to share in the company's success and growth
Remote Work Flexibility, enabling work from anywhere while staying connected to a collaborative team
For US employees: comprehensive, employer-paid Medical, Dental, and Vision insurance for you and your family, plus an employer-sponsored 401(k) Retirement Plan
Ready to Apply?
To submit your application for this position, please visit Securitize's official website and follow their application process.