Financial Reporting Analyst at Addepar building critical financial reports for investment professionals using an AI platform. Collaborate with business partners to optimize decision-making and achieve company goals.
Responsibilities
Responsible for supporting the close process and related reporting, including, but not limited to prepaid analysis and vendor cost reviews
Design, automate, and optimize flexible financial planning models, systems & processes to meet the needs of a dynamic and fast-growing business
Build dashboards and variance / operational reviews
Provide ad-hoc financial analysis and reporting to support decision-making and optimize ROI
Requirements
At least 2-3 years of experience in a financial analyst, consulting or investment banking role
Have working experience with Financial reporting tools like Pigment, Adaptive, or Anaplan
Proven expertise with Excel/Sheets; Helpful to know SQL, Looker/BI data.
Ability to develop and manage financial models independently
Ability to work effectively with all levels of an organization, from clerical staff to executives, and manage relationships with external parties
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