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Full-Time

Senior Director of Strategic Finance & FP&a

Posted on 2/7/2024

Pontera

Pontera

201-500 employees

Financial advisor software for 401k management

Consulting
Venture Capital
Fintech
Crypto & Web3
Financial Services

Compensation Overview

$225k - $250kAnnually

+ Equity grant participation

Senior

New York, NY, USA

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Business & Strategy
Required Skills
Communications
Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
  • Proven experience (8+ years) in strategic finance, FP&A, investment banking, or management consulting, with at least 3 years in a leadership role; prior startup experience strongly preferred
  • Strong proficiency in financial modeling, forecasting techniques, and quantitative analysis.
  • Demonstrated ability to translate complex financial concepts into actionable insights and strategic recommendations.
  • Experience in fast-paced, high-growth environments, preferably within the technology or startup sector.
  • Exceptional analytical skills, attention to detail, and problem-solving abilities.
  • Excellent communication and presentation skills, with the ability to articulate financial information to diverse audiences.
  • Strategic mindset with the ability to think creatively, anticipate future challenges, and drive innovative solutions.
  • Proficiency in financial systems and tools (e.g., ERP systems, Excel, BI platforms).
  • Leadership qualities including integrity, resilience, adaptability, and a collaborative approach to decision-making.
Responsibilities
  • Forecasting
  • Performance Metrics
  • ROI-Driven Decision Making
  • Efficiency
  • Reporting & Presentations

Pontera offers financial advisor software for 401k management, allowing advisors to securely manage held-away accounts and optimize tax strategies. The platform also provides consolidated reporting, secure rebalancing, and aids compliance with financial regulations.

Company Stage

N/A

Total Funding

$158.7M

Headquarters

New York City, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

16%

1 year growth

47%

2 year growth

120%
INACTIVE