Financial Reporting Analyst

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. 

The Role

Addepar is seeking a Financial Reporting Analyst to join our FP&A Team! You will build and own key reporting areas to help the company measure and guide improved business execution. You will help build reports and models in Pigment. Your reporting will help guide our partners across the business to achieve company goals.

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 Canada.

The current range for this role is $70,000 - $88,000 (base salary) + bonus + equity + benefits.

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

Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Responsible for supporting the close process and related reporting, including, but not limited to prepaid analysis and vendor cost reviews
• Design, automate, and optimize flexible financial planning models, systems & processes to meet the needs of a dynamic and fast-growing business 
• Build dashboards and variance / operational reviews
• Provide ad-hoc financial analysis and reporting to support decision-making and optimize ROI

Who You Are

• Numbers and outcome oriented mindset
• Have working experience with Financial reporting tools like Pigment, Adaptive, or Anaplan
• High attention to detail with a focus of understanding what is behind a number.
• Seek out precision in models but know when to cut the significant digits
• At least 2-3 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

Our Values 

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.