FP&A Associate
Location: New York, NY (3 days per week onsite)
About IEX:
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.
Role Overview:
IEX is looking for an experienced Finance professional to join the team as an FP&A Associate. This person will be a key member of the Finance team, working closely with IEX’s Head of Finance and FP&A Manager. Responsibilities will include the annual budget and quarterly forecasts, running various financial models, analyzing financial results and presenting the findings to management. This individual will have an eye towards continuous improvement, leveraging technology or other solutions to automate and scale our processes as they exist today.
The right person for this role will have a successful technical and analytical background and be a strong self-starter with a proven work ethic.
About you:
Must have 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
What you’ll do:
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
Your background:
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
Why you should apply:
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
Our job titles may span more than one career level. The starting annual base pay is between $120,000 and $140,000 for this NY-based position. 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.
Here at IEX, we are dedicated to an inclusive workplace and culture. We are an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information or any other characteristic protected by applicable federal, state or local laws. This policy not only complies with all applicable laws and protects workers' rights but is vital to IEX’s overall mission and values.
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