Financial Analyst

Job Summary
We are looking for a versatile Financial Analyst to play a key role in our growing finance team. This is a high-impact position that touches all aspects of our business, including supporting aspects of our accounting function and actively building out our Financial Planning & Analysis (FP&A) capabilities. The ideal candidate combines a solid understanding of trading markets with the technical ability to automate workflows and simplify the analysis of complex data inputs and trends. This role requires availability during U.S. Eastern Time market hours. 

Main office is located in Boca Raton, FL with additional office in Jersey City NJ.  

Team members will be remote; located in both East and West States.

Key Responsibilities

• FP&A Strategy & Development: Assist in driving the FP&A function across the business by developing scalable financial models, establishing and tracking KPIs (e.g., LTV, CAC), and providing actionable insights to department heads.
• Month-End Close Support: Partner with the accounting team to ensure a timely and accurate close, including reconciling balance sheet movements, preparing journal entries, and performing variance analysis against forecasts.
• Process Automation: Use light programming (Python, SQL, or VBA) to automate repetitive data extraction and reporting tasks, improving the speed and accuracy of financial outputs.
• Budgeting & Forecasting: Help create an annual budgeting and monthly forecasting process, working cross-functionally to gather data and define driver-based models.
• Trading & Market Analysis: Monitor trading activities and market trends to provide context for financial performance and support strategic investment decisions.
• Ad-Hoc Business Support: Tackle special projects across the organization, from cost-benefit analyses to deep-dive reports for senior leadership.

Qualifications and Skills

• Experience: 2-3 years of professional experience in finance, preferably in a fintech or high-growth environment.
• Education: Bachelor’s degree in Finance, Accounting, Economics, or a technical field (Computer Science/Engineering).
• Technical Proficiency: Strong system skills with advanced Excel (modeling, macros) and data visualization tools (Power BI).
• Programming: Foundational skills in Python (for data manipulation) or SQL (for large dataset querying) are highly preferred.
• Knowledge: Familiarity with trading principles, financial markets, and standard accounting practices (GAAP).
• Soft Skills: A "self-starter" mentality with the ability to manage multiple priorities in a fast-paced setting and communicate complex data to non-finance stakeholders.

The expected base salary range for this role is $75,000–$90,000, plus eligibility for a discretionary bonus. Actual compensation will depend on experience, skills, and qualifications.