Financial Analyst, FP&A and Investor Relations

The role

You will work on the FP&A team, spending about 75% of your time on forecasts, financial models and analysis for acquisitions, new products and business decisions. About 25% of your time supports Investor Relations with daily market research and executive materials. You will report to the VP of FP&A.

What you will do

• Own the forecast and performance tracking for acquired businesses, including integration into the FP&A system
• Build financial models for acquisitions, new products, pricing and partnerships
• Prepare revenue bridges, unit economics and KPI analysis for leadership
• Build AI-enabled automations and dashboards
• Support the quarterly and annual forecast process
• Monitor sell-side research daily and flag errors or notable items
• Prepare the daily end-of-day recap for senior management and a weekly recap
• Build and maintain executive conference prep packets for investors
• Keep the IR CRM current after investor meetings and conferences
• Support earnings by collecting research notes and analyst models

Required qualifications

• 2-4 years of experience in FP&A, financial analysis, investment banking or transaction advisory
• Strong financial modeling skills (3-statement, driver-based forecasting)
• Exposure to deal or valuation models
• Clear, concise written communication and polished PowerPoint materials for executive audiences
• Comfortable researching investors from public sources (13F, Form ADV, filings)
• Advanced Excel
• Hands-on experience with an FP&A planning tool and an ERP
• AI-inclined, with experience building automations or dashboards
• Sound judgment with confidential and material non-public information
• Working knowledge of financial markets and interest in digital assets
• Able to judge which research and market news matters

Nice to have

• Experience in fintech, digital assets, asset management or capital markets
• Datarails and NetSuite experience, including multi-entity, multi-currency environments
• Public company experience

Benefits

• Flexible paid time off
• Equity grant opportunities
• Remote work flexibility
• Employer-paid medical, dental and vision insurance for you and your family (US employees)
• 401(k) retirement plan with employer-sponsored savings (US employees)

Before you apply

• Prior IR experience is not required

About the company

Securitize is a leader in tokenizing real-world assets with $5B+ AUM, working with asset managers such as Apollo, BlackRock, Hamilton Lane and KKR. It is a SEC-registered broker dealer, digital transfer agent and fund administrator, and a global, fully remote team.