Full-Time

FP&a Associate

Confirmed live in the last 24 hours

Stash

Stash

201-500 employees

Fintech app for accessible investing and saving

Fintech
Financial Services

Compensation Overview

$61.4k - $92.1kAnnually

Junior, Mid

New York, NY, USA

Remote-first work policy allows for flexibility in work location.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
SQL
Data Analysis
Requirements
  • 1-2 years of investing banking experience or 2-3 years of FP&A experience
  • B.S. in Accounting or Finance
  • Strong understanding of GAAP accounting standards and financial statements
  • Self-starter that is comfortable working in a fast-paced, startup environment
  • Pride in your attention to detail and organizational skills
  • Top notch excel skills and modeling capabilities
  • Familiarity with SQL and managing large data sets
  • Excellent communication skills
Responsibilities
  • Participate in monthly and quarterly close processes, budget vs actual reviews and KPI / financial reporting analytics
  • Work closely with leaders across the organization to develop budgets and translate key operational metrics into actionable guidance that assists with decision making
  • Proactively identify areas for business improvement and produce persuasive, data-driven arguments to support good decisions
  • Support in any strategic alternative considerations (M&A, fundraising, etc.)
  • Prepare ad hoc analyses and forecasts to help evaluate new opportunities as needed
  • Create and implement processes to improve the efficiency and effectiveness of the finance organization

Stash provides an investing app that makes it easy and affordable for individuals to invest and save for their future. The app allows users to select their own stocks and exchange-traded funds (ETFs) while offering expert guidance to help them make informed decisions. One unique feature is the Stock-Back debit card, which rewards users with stock as they make purchases. Stash also offers automated investing tailored to users' personal goals, enabling them to build wealth without needing extensive financial knowledge. Unlike many competitors, Stash operates on a subscription model, charging fees for different service tiers that provide varying levels of investment advice and account features. The company aims to empower everyday consumers to grow their savings and invest wisely, and it has recently introduced StashWorks, a program that helps employees save and invest through their workplaces.

Company Stage

N/A

Total Funding

$497M

Headquarters

New York City, New York

Founded

2015

Growth & Insights
Headcount

6 month growth

-6%

1 year growth

-20%

2 year growth

-35%
Simplify Jobs

Simplify's Take

What believers are saying

  • Stash's move towards an IPO could provide substantial financial rewards and growth opportunities for employees.
  • The company's record-breaking revenue and customer growth indicate a robust business model with promising future prospects.
  • Strategic leadership appointments and substantial funding suggest a strong trajectory towards profitability and market expansion.

What critics are saying

  • The competitive fintech landscape requires Stash to continuously innovate to maintain its market position.
  • Economic uncertainties, such as inflation and a looming recession, could impact user investment behaviors and overall platform growth.

What makes Stash unique

  • Stash's focus on empowering everyday Americans to invest and save through a simple subscription platform sets it apart from more complex financial services.
  • The recent appointment of high-profile leaders like Amy Butte and Liza Landsman brings unparalleled expertise and credibility to the company.
  • Stash's consistent ability to secure significant funding rounds, including a recent $40M convertible note, highlights strong investor confidence.

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Benefits

Equity & Stash Accounts [Invest, Retire, Custodial, Bank]

Flexible PTO

Learning & Development Fund

Work from Home Stipends

Parental Leave