Addepar - Financial Reporting Analyst
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Requirements
• Numbers and outcome oriented mindset • Have working experience with Financial reporting tools like Pigment, Adaptive, or Anaplan • High attention to detail with a focus of understanding what is behind a number. • Seek out precision in models but know when to cut the significant digits • At least 2-3 years of experience in a financial analyst, consulting or investment banking role • 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 • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
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
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