Addepar
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
Financial Reporting Analyst - FP&A
February 26
Addepar
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
📋 Description
• Build and own key analysis areas to help the company measure and guide improved business execution. • Help implement the corporate planning systems and processes used to plan the budgets and spending across the company. • Provide ad-hoc financial analysis to support decision-making and optimize ROI. • Interact with senior executives and board regarding financial matters as needed.
🎯 Requirements
• At least three years of experience in a financial analyst, consulting or investment banking role • Proven expertise with Excel/Sheets; Helpful to know SQL, Looker/BI data. • Ability to develop and manage financial models independently • Ability to work effectively with all levels of an organization, from clerical staff to executives, and manage relationships with external parties • Have working experience with Financial Reporting tools like Adaptive, being part of the implementation process a plus
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