• FTP Securities LLC
  • $103,690.00 -179,550.00/year*
  • San Francisco, CA
  • Financial Services - Banking/Investment/Finance
  • Full-Time
  • 224 Seneca Ave

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Financial Technology Partners LP, the only investment banking firm focused exclusively on the financial technology sector, is looking for an experienced FP&A Analyst reporting directly to the CFO and COO. This is an excellent opportunity for someone who wants a high degree of responsibility and performs well in a highly dynamic environment. This opportunity offers a unique opportunity to learn the intricacies of operating a highly successful and growing investment banking firm in a hands-on role.

Key Responsibilities

  • Hands on role reporting to CFO and COO
  • Build and maintain company financial/operating model to facilitate strategic decision making
  • Maintain and update revenue pipeline
  • Drive near term budgeting and rolling forecast process and also be instrumental in strategic planning
  • Assist in developing, tracking and reporting KPIs for the business
  • Assist in developing and implementing expense management policies and initiatives
  • Assist in refinement of current financial processes and data capture for business management
  • Analyze historical operations and performance for use in current and future decision making
  • Ideal Requirements

  • Bachelors degree in Finance or Accounting preferred
  • Minimum 3 years experience in FP&A
  • Broad understanding of accounting and business operations
  • Strong spreadsheet modeling and presentation skills with advanced knowledge of Excel
  • Proven superior analytical skills and strong attention to detail
  • Proactive self-starter and team player who can work well in a fast-paced, time-sensitive environment
  • Ability to clearly articulate and present ideas both in written presentations and orally to senior management
  • Sound business judgement and ability to deal with ambiguity
  • Must have the ability to handle multiple priorities, deadlines and have excellent time management skills
  • Must be team oriented, but with the ability to work independently
  • Desire to work in an entrepreneurial environment and experience in a fast growing company
  • Compensation will depend on experience and will be comprised of base salary and annual discretionary bonus. Company benefits include medical, dental and vision insurance package, and 401(k) participation.


    Associated topics: analyse, business analyst, business analytic, consult, financial analyst, guidance, investment analytics, law, refine, valuation analyst

    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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