Full-Time

Manager of Strategic Finance & FP&a

Posted on 4/30/2024

Pontera

Pontera

201-500 employees

Provides software for managing 401k accounts

Fintech

Mid, Senior

New York, NY, USA

Required Skills
Communications
Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
  • Proven experience (4+ years) in strategic finance, FP&A, investment banking, or management consulting; 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
  • Evolve all aspects of strategic planning and forecasting to support operational efficiency and resource allocation in line with the Company’s long term strategic goals, including annual budgeting, rolling reforecasting, and long-range planning
  • Drive continued enhancement of all analytical processes, measurements, and models required to support deep ongoing tracking of KPIs across key facets of the business, and support ROI-based decision-making across the organization. Partner with the Business Intelligence team to provide key insights into performance and financial trends, linking leading indicators in current business drivers to future strategy
  • Work cross-functionally with leaders across the organization to provide analytical support and financial rigor around key business decisions. This includes working closely with the GTM leadership on measuring and analyzing key funnel & performance metrics to improve visibility and forecasting
  • Drive continued improvement in margins and profitability by working across the organization to understand, quantify, and execute on initiatives to improve operating leverage & efficiency
  • Assist in the preparation of key internal and external stakeholder financial communication, including preparation of Board of Directors and investor presentations

Pontera's environment fosters a culture of transparency and compliance, making it an ideal place for professionals passionate about ethical financial management. The company is a leader in the field of 401k management software, equipping financial advisors with tools for secure account handling and strategic tax optimization. This focus on empowering advisors to maintain regulatory compliance while enhancing client outcomes marks it as a standout workplace in the financial technology sector.

Company Stage

N/A

Total Funding

$158.7M

Headquarters

New York, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

26%

1 year growth

49%

2 year growth

124%