FP&A Associate

Posted 2 Days Ago
Be an Early Applicant
New York, NY
Hybrid
61K-92K Annually
1-3 Years Experience
Fintech • Mobile • Software
Stash is a personal finance app that helps make investing easy and affordable.
The Role
The FP&A Associate will handle monthly and quarterly financial close processes, develop budgets, perform KPI and financial reporting analytics, and identify operational improvements. They will support strategic initiatives like M&A and fundraising while creating processes to enhance efficiency in the finance organization.
Summary Generated by Built In

Want to help everyday Americans invest and build wealth? Financial inequality is increasing, and too many people are getting left behind. At Stash, we are passionate about democratizing wealth creation through education, advice, and products that help customers achieve greater financial freedom.

We are looking for a FP&A Associate to join our Finance Team. This position will report to the Vice President, FP&A and work closely with members of the Senior Leadership team across the organization. A successful candidate will combine excellent analytical skills with an ability to work cross-functionally to help drive operational excellence and achieve our vision.

What you'll do: 

  • Participate in monthly and quarterly close processes, budget vs actual reviews and KPI / financial reporting analytics
  • Work closely with leaders across the organization to develop budgets and translate key operational metrics into actionable guidance that assists with decision making
  • Proactively identify areas for business improvement and produce persuasive, data-driven arguments to support good decisions
  • Support in any strategic alternative considerations (M&A, fundraising, etc.)
  • Prepare ad hoc analyses and forecasts to help evaluate new opportunities as needed
  • Create and implement processes to improve the efficiency and effectiveness of the finance organization

What we're looking for: 

  • 1-2 years of investing banking experience or 2-3 years of FP&A experience
  • B.S. in Accounting or Finance
  • Strong understanding of GAAP accounting standards and financial statements
  • Self-starter that is comfortable working in a fast-paced, startup environment
  • Pride in your attention to detail and organizational skills
  • Top notch excel skills and modeling capabilities
  • Familiarity with SQL and managing large data sets
  • Excellent communication skills

Our Commitment to Diversity, Equity, and Inclusion

We proudly celebrate the unique qualities that make you you, 365 days a year, and not just because it’s the right thing to do or good for business. We embed the principles and practices of diversity, equity, and inclusion (DEI) into all that we do to prioritize people, a Stash core value, and to ensure Stashers of all backgrounds and experiences can be their authentic selves. 

We are also proud to be the first and only venture-backed fintech to join the CEO Action for Diversity & Inclusion™, and as an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.

If you require any reasonable accommodations to make your application process more accessible, please reach out to [email protected].

Helping You Invest in Yourself 

  • Comprehensive total rewards package, comprising compensation (salary and equity) and health care benefits 
  • Complimentary subscription to Stash+ account 
  • Remote-first work policy – Live and work where you feel the most productive, whether that is in your home, in an office (including our NYC and London offices), or a combination of both, anywhere in the US or UK                    
  • Flexible PTO 
  • Annual learning and development reimbursement benefit 
  • Work-from-home equipment stipends; home internet subsidy
  • Paid Parental Leave (offerings for birth giving and non-birth giving parents) Primary & Secondary
  • Enhanced health and wellness benefits through One Medical, Gympass, and Maven Health
  • Opportunities to participate in Stash Gives, our charitable giving and volunteerism program, powered by Millie, with an annual company match

External Recognition for Stash

  • Benzinga’s 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards
  • Qorus-Accenture’s 2023 Banking Innovation Awards
  • USA Today and Statista’s 2023 Top 500 Best Financial Advisory Firms
  • Comparably's Best Company Awards: Best Places to Work, Best Company Outlook, and Best Engineering Team for Diversity, Women, Culture, and more! (2023)
  • Fintech Breakthrough Award: Best Personal Finance App (2023)
  • BuiltIn’s Best Places to Work (2022, 2021, 2020, 2019)
  • Forbes Fintech 50 (2021, 2020, 2019)
  • Best Digital Bank, Finovate Awards (2020)
  • Tearsheet Challenge Awards, Best Banking Card Product - Stock-Back® Card, 2020
  • LendIt Fintech Innovator of the Year (2020, 2019)

Salary Range: $61,391 - $92,086

The base salary range represents the reasonably anticipated low and high end of the salary range for this position. Actual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.

**No recruiters, please**

Top Skills

Excel
SQL
The Company
New York , NY
380 Employees
Hybrid Workplace
Year Founded: 2015

What We Do

Stash is a personal finance app that helps make investing easy and affordable for millions of Americans. Stash’s subscription plans are designed to help anyone build wealth, hit financial goals, and invest in themselves.

Why Work With Us

Stash is on a mission to provide financial opportunity to all. We want to give every American the tools, guidance, and confidence required to grow personal wealth and live a better life. Beyond our mission, we have an incredibly fun and engaging culture, where people and encouraged to speak up and can see the impact of their work.

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