Financial Planning Analyst

The Role

Addepar is looking for a Finance Planning Analyst to join our FP&A Team! In this role, you will report to the Manager of FP&A and, for the first 6-12 months, focus on streamlining our Tier ARR calculation and enhancing our core business operations. Additionally, you will support various business areas within Go To Market (GTM), aiding the company in making insightful, data-driven decisions and improving business processes and execution.

We are a young, flexible and innovative company. Business insights and communication skills are a must as we need to both attract world-class talent and align the business operations with the exciting strategic and market future in front of us.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $75,000 - $94,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Manage the standard and non-standard tier fee calculation process, striving for process automation and encouraging collaboration between Finance, Billing, and the Account Management team.
• Play a supporting role in the ongoing initiative to scale and improve efficiency in our quote-to-cash process.
• Support the Finance team during the month-end close process, including billing, ARR bookings, and updating business KPIs and P&L for monthly business review.
• Coordinate a specific category of company expenses or revenue and supply the development of the rolling quarterly financial plan (e.g., Marketing, Partnership & Alliance, and Investment Advisory Solutions).

Who You Are

• 1-3 years of experience in a financial analyst, consulting, investment banking position
• Strong focus on numbers and outcomes
• High attention to detail with an emphasis on understanding the underlying data
• Experience with B2B contracts and a basic understanding of base license fee versus tier fee calculation.
• Ability to collaborate optimally with all organizational levels, from clerical staff to executives, and serve as a liaison between Billing, Finance, and Account Management.
• Sophisticated proficiency in Excel/Sheets; familiarity with SQL and Looker/BI data is a plus