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The Role
The FP&A Lead will oversee financial planning, reporting, and strategic finance by managing budgeting and forecasting processes, enhancing financial tools, and providing insights to drive decision-making and support business initiatives.
Summary Generated by Built In
It’s rare that a new asset class is born. Nevertheless, we’re witnessing exactly that with the rise of crypto. Over just the last few years, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few years.
This is an exciting moment for Bitwise as a firm. For seven years, we have established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, staking solutions, and hedge fund strategies. This year, we crossed $12B in client assets and are growing quickly. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. We are known for providing unparalleled client support through expert research and commentary, a nationwide client team of crypto specialists, and deep access to the crypto ecosystem.
Currently, Bitwise is a close-knit team of 90+ professionals. Think of us as a mix of an asset manager and a tech start-up. We’re backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we’re excited about what’s ahead.
We are seeking a creative, analytical, and driven Strategic Finance and FP&A Lead (Director level) to oversee financial planning, reporting, and strategic finance. This role will be instrumental in leading the budgeting and forecasting process, building financial models, and partnering with teams across the company to deliver insights that drive better business decisions. The role involves building tools that enhance decision-making, implementing systems that improve reporting efficiency, and adding scalability to the finance function. Success requires strong technical and organizational skills, excellent communication, financial services experience, and the ability to work effectively across teams.
Primary Responsibilities:
- Lead the annual budgeting, quarterly forecasting, long-range planning, and rolling outlook processes in coordination with stakeholders across the business.
- Support, enhance, and deliver monthly reporting packages, including flashes, board reporting, and KPI dashboards.
- Conduct variance analysis and performance tracking against budget and forecast, highlighting key drivers of results.
- Identify opportunities to streamline and improve FP&A processes, reporting workflows, and tools.
- Own or contribute to the implementation and optimization of financial systems and tools (e.g., NetSuite, Excel-based models, AI, BI tools).
- Build and maintain dynamic financial models to evaluate new product launches, strategic initiatives, and operational scenarios.
- Provide insights and recommendations on resource allocation, profitability, and long-term value creation.
- Present findings and recommendations in a clear, data-driven way to senior leadership, board members, and investors.
- Collaborate with cross-functional teams (e.g., Sales, Marketing, Product, Operations, HR, and Accounting) to support business planning and performance tracking.
- Serve as a trusted advisor by providing financial expertise, guidance, and actionable insights that align financial goals with business objectives.
- Develop strong relationships with business leaders to ensure accountability and informed decision-making.
Role Requirements:
- 7–10 years of experience in FP&A, investment banking, strategic finance, or a similarly analytical role.
- Background in asset management, broker-dealer, or financial services required.
- Excellent grasp of financial statements and accounting principles, with the ability to connect operational drivers to financial outcomes.
- Exceptional financial modeling and Excel skills, with the ability to build clean, dynamic models from scratch.
- Proficient in financial systems such as NetSuite (preferred), and BI tools like Tableau or Mode, or Power BI; SQL a plus.
- Experience running budgeting, forecasting, planning, and monthly close/reporting cycles.
- Bachelor's degree in accounting, business, finance or other related major, strongly preferred.
- Creative and analytical thinker who can break down complex business problems and structure solutions through models.
- Strong communicator who can distill data into insights and explain financial concepts clearly to cross-functional teams.
- Highly detail-oriented, organized, and accountable, with a strong sense of ownership and follow-through.
- Comfortable working in a fast-paced, evolving environment and willing to roll up their sleeves to get things done.
What We Offer:
- Compensation: $200,000-$275,000 salary
- Equity compensation as a component of all offers
- Health insurance, including dental and vision plans
- Health, Dependent Care, and Commuter Flexible Spending Accounts
- Paid Parental Leave
- Life insurance; short- and long-term disability plans
- Company funded 401(k) plan, no matching required
- Unlimited PTO
- 10 paid company-wide holidays
- Office spaces in San Francisco and New York
- Meals and snacks provided in the office
- Paid company cell phone
- Bitwise “Buddy” program (30-day new-hire success program)
- Annual birthday and anniversary gifts
- Company-wide events including the annual holiday party
- Internal Women of Bitwise group with fun events
Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. It is the policy of Bitwise to ensure equal opportunity. All candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected characteristics.
Top Skills
Excel
Mode
NetSuite
Power BI
SQL
Tableau
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The Company
What We Do
Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers. As of May 7, 2021, Bitwise managed over $1.5 billion across an expanding suite of investment solutions. The firm is known for managing one of the largest crypto index funds (OTCQX: BITW), the first crypto industry ETF (NYSE: BITQ), and pioneering products spanning DeFi, Bitcoin, Ethereum as examples. Bitwise focuses on partnering with financial advisors and investment professionals to provide quality education and research. The team at Bitwise combines expertise in technology with decades of experience in traditional asset management and indexing—coming from firms including BlackRock, Blackstone, Facebook, and Google, as well as the U.S. Attorney’s Office. Bitwise is backed by leading institutional investors and asset management executives, and has been profiled in Institutional Investor, CNBC, Barron's, Bloomberg, and The Wall Street Journal.
