Strategic Finance Associate / Manager

About

Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global.

The Role

Public is looking for an analytical, business-oriented Strategic Finance Associate or Manager to join our team. This role is critical in supporting the company’s financial strategy, decision-making processes, and long-term planning. The position will work on projects ranging from financial planning & analysis, business operations, fundraising and M&A. This role can be up-leveled depending on the experience / skills of the applicant.

This is an onsite role based out of our New York City office.

What You’ll Do

• Own, operate, and improve the company’s financial model; help in forecasting and annual budgeting processes
• Prepare ongoing management financial reporting (i.e. P&L, variance vs. budget, department and product P&L, KPI monitoring, management discussion & analysis) for the executive team, investors, and other internal stakeholders, in close collaboration with the Accounting organization
• Collect, analyze, and interpret financial and operational data to identify trends, inefficiencies, and opportunities for improvement
• Serve as a liaison between Finance and other departments (i.e. Marketing, Product, Brokerage, People, etc.) by providing financial support and greater clarity for budget owners
• Maintain vendor-level budgets & forecasts. Establish recurring reporting cadence to identify cost-saving opportunities, analyze budget vs. actuals, and ensure consistency between forecasting, procurement, and approval processes.

Who You Are

• 4+ years of experience
• 2+ years at an investment bank, management consulting firm, or similar.
• 2+ years within a disruptive growth stage business, preferably within the fintech industry and/or other high tech enabled businesses
• Advanced Excel skills: demonstrated ability to create and manage complicated spreadsheets; advanced knowledge of excel function
• Strong problem-solving skills, and ability to think outside the box both critically and strategically.
• Excellent communication skills, both written and verbal, with the ability to present complex information clearly.
• Intermediate understanding of general accounting concepts including GAAP
• Bonus: 
• Experience using BI tools (Looker, Tableau, etc) and SQL to analyze operating data. 
• Familiarity with FP&A software and financial automation tools

Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type.  We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression. The compensation range for this role is $110,000 - $140,000 based on skills and experience. 

Our benefits are best in class:

• Fully paid healthcare - We pay 100% of your health, dental, and vision premiums for available plans.

• 401(k) matching - Receive an ongoing 4% company match for your 401(k) contributions.

• In-office meals - Get your daily lunch on us from a curated selection of restaurants.

• Paid time off - Get generous vacation days and additional sick leave when you need it.

• Paid parental leave - Take up to 3 months of paid parental leave and additional time to care for your children.

• Flexible spending account - Use tax-free dollars to pay for your out-of-pocket expenses.

• Citi Bike membership - Enjoy a complimentary annual Citi Bike membership on us.

• Reproductive care - Get a $5,000 travel stipend if reproductive care is unavailable where you live.