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Full-Time

Strategic Finance & FP&a Associate

Confirmed live in the last 24 hours

Pontera

Pontera

201-500 employees

Financial advisor software for 401k management

Fintech
Financial Services

Compensation Overview

$120k - $150kAnnually

+ Equity Grants

Mid

New York, NY, USA

Hybrid office work model: In-Office Tues/Weds/Thurs and WFH Mon/Fri.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Communications
SQL
Tableau
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 3-5 years of experience in FP&A, strategic finance, investment banking, or management consulting
  • Strong proficiency in financial modeling, forecasting, financial reporting, and quantitative analysis
  • Exceptional analytical skills, attention to detail, and problem-solving abilities
  • Strong written and verbal communication and presentation skills
  • Humble, low ego, easy to work with, and possesses growth mindset
  • Experience in fast-paced, high-growth, dynamic environments, preferably within the technology or startup space
  • Proficiency in Excel required; experience with ERP systems, Tableau, SQL is a plus
Responsibilities
  • Forecasting: Support core processes to help chart the course for future growth, including annual budgeting and strategic planning, quarterly reforecasting, monthly outlooks and headcount planning
  • Diagnostics: Prepare materials for monthly performance diagnostics and variance analysis, to help leadership understand the company’s financial health and performance against budget
  • Build and maintain financial models that are used for core analytical processes and strategic and operational decision-making
  • Work with Business Intelligence and Data Analytics to provide key business insights, linking leading indicators in current business drivers to future strategy
  • Partner with other cross-functional teams to provide analytical support and financial rigor around key strategic and operational decisions
  • Assist in the preparation of key internal and external stakeholder financial communication, including Board of Directors and investor 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

26%

1 year growth

54%

2 year growth

116%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $60 million funding round and a $550 million valuation indicate strong financial health and growth potential.
  • Partnerships with major firms like Stifel, Ameritas, and CAPTRUST expand Pontera's market reach and enhance its service offerings.
  • The expansion into a new 41,000 square foot space in New York City signals significant growth and operational scaling.

What critics are saying

  • The fintech space is highly competitive, and Pontera must continuously innovate to maintain its edge.
  • Integration challenges with multiple partners and platforms could lead to operational inefficiencies.

What makes Pontera unique

  • Pontera specializes in enabling financial advisors to manage held-away accounts like 401(k)s and 403(b)s, a niche not widely addressed by other fintech platforms.
  • The platform's seamless integration with existing portfolio management tools provides a unique advantage in delivering holistic financial advice.
  • Pontera's focus on secure and compliant management of retirement accounts sets it apart in the fintech landscape.