FP&A Analyst
DriveWealth
DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.
Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform. Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together. We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale. Join us!
About the Role
You will be responsible for supporting financial planning and analysis activities including budgeting, forecasting, financial modeling, and strategic analysis. You will collaborate cross-functionally to deliver insights that support data-driven decision-making and long-term financial strategy.
What You’ll Do
- Develop and maintain dynamic financial models to support forecasting, budgeting, and scenario planning
- Assist in the preparation and consolidation of the annual budget and monthly/quarterly forecasts
- Analyze financial performance against forecasts and budgets, identify variances, and communicate key drivers to senior leadership
- Provide insightful reporting and dashboards to support business reviews and strategic planning efforts
- Partner with business units to gather assumptions, validate financial inputs, and challenge inconsistencies
- Prepare ad hoc financial analysis to support initiatives such as new product launches, capital allocation decisions, or operational improvements
- Help standardize and automate reporting processes to improve accuracy and efficiency
What You’ll Need
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 3–5 years of experience in FP&A, corporate finance, or Investment
- Proficient in Microsoft Excel (e.g., financial modeling, pivot tables, lookups); experience with financial systems such as Netsuite
- Knowledge of financial statements, cash flow, and key financial metrics
- Analytical, problem-solving, and communication skills
- Attention to detail, with a proactive and collaborative approach to work
Nice To Have
- Experience working in a regulated financial environment (e.g., banking, fintech, investment management)
- PBCS, Adaptive Insights, Anaplan, or Workday Adaptive Planning is a plus
Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of an employment Visa at this time
Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.
Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.
Benefits
- Competitive medical, dental, and vision insurance options
- Mental health resources
- Generous paid time off with observed holidays (varies per country)
- Paid parental leave for biological and adoptive parents
- Up to $2,500 or local equivalent each year to invest in continued education and personal development
- Up to $900 each year or local equivalent for fitness and wellness reimbursement
- Company-provided phone (varies by country)
- Hybrid work experience that allows for flexibility
- For HQ in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District
- Pre-tax commuter benefits (US only)
- Employer 401K match (US only)
Benefit offerings vary based on country and are subject to change.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.