FP&A Associate

About the role

IEX (IEX Group, Inc.) is an exchange operator and technology company dedicated to innovating for performance in capital markets. Founded in 2012, IEX launched a new kind of securities exchange in 2016 that combines a transparent business model and unique architecture designed to protect investors. Today, IEX applies its proprietary technology and experience to drive performance across asset classes, serve investors, and advocate for transparent and competitive markets.

Responsibilities

• Contribute to the development of the annual budget and ongoing forecasts working in partnership with business and department leaders
• Monthly reporting process and associated deliverables
• Partner with department leaders to track performance against budgets and KPIs
• Conduct deep dives into specific expense or revenue lines to understand their drivers and identify potential levers to enhance financial performance
• Generate and present timely, accurate, and insightful management reports to stakeholders, highlighting financial results, key performance indicators, and variance analysis
• Partner with Accounting team to maintain data accuracy and support the month-end close process
• Conduct ad-hoc analysis and special projects as required
• Improve financial infrastructure by enhancing forecasting tools, processes and systems
• Help manage financial data infrastructure, automation and reporting

Requirements

• Strong attention to detail, devotion to accuracy and data integrity
• Superior analytical and problem-solving skills; analytic creativity and insight
• Biased towards and experienced with automated solutions for manual tasks and processes
• Ability to multitask and deliver on competing priorities
• Ability to operate in a fast-paced, deadline driven atmosphere
• Strong communication and presentation skills

Qualifications

• Bachelor's degree in Finance, Accounting or a related field
• 2 – 4 years of financial planning and analysis experience
• Tech, fintech, exchange or marketplace experience at a growth-stage company highly preferred
• Proven track record of partnering cross-functionally and influencing stakeholders at all levels
• Excellent communication and presentation skills; able to distill complex data into compelling insights
• Proficiency in Microsoft Excel and PowerPoint, including financial modeling, scenario analysis and pivot tables
• Ideally have experience with large data sets, SQL and BI tools such as Tableau or Sigma

Skills

• Technical and analytical background
• Continuous improvement mindset
• Automated solutions for manual tasks and processes
• Multi-tasking and deadline-driven environment
• Communication and presentation skills

Benefits

Comprehensive Benefits
Unlimited PTO
100% coverage for medical, dental, and vision
New hire stock equity (RSUs)
401K employer match
OneMedical membership
16 weeks paid parental leave
Flexible workplace
Employer charity match
Learning stipend
Commuter benefits
Jump Start onboarding program
Internal mentor program cross-departmentally
Friendly and inclusive workplace culture

Pay

The actual base pay is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The annual base pay range is subject to change and may be modified in the future. This role is eligible for bonus and equity.