Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
Reporting into the Head of Strategic Finance, you will play a key role in helping to power Pontera’s continued success. You will be responsible for supporting Financial Planning & Analysis (FP&A) and strategic finance efforts, and providing analytical insights to guide business decisions. The ideal candidate will possess strong financial modeling and analytical skills, and be comfortable working in a face-paced, high-growth, dynamic environment.
- Forecasting: Support core processes to help chart the course for future growth, including annual budgeting and strategic planning, quarterly reforecasting, monthly outlooks and headcount planning
- Diagnostics: Prepare materials for monthly performance diagnostics and variance analysis, to help leadership understand the company’s financial health and performance against budget
- Build and maintain financial models that are used for core analytical processes and strategic and operational decision-making
- Work with Business Intelligence and Data Analytics to provide key business insights, linking leading indicators in current business drivers to future strategy
- Partner with other cross-functional teams to provide analytical support and financial rigor around key strategic and operational decisions
- Assist in the preparation of key internal and external stakeholder financial communication, including Board of Directors and investor presentations
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3-5 years of experience in FP&A, strategic finance, investment banking, or management consulting
- Strong proficiency in financial modeling, forecasting, financial reporting, and quantitative analysis
- Exceptional analytical skills, attention to detail, and problem-solving abilities
- Strong written and verbal communication and presentation skills
- Humble, low ego, easy to work with, and possesses growth mindset
- Experience in fast-paced, high-growth, dynamic environments, preferably within the technology or startup space
- Proficiency in Excel required; experience with ERP systems, Tableau, SQL is a plus
WHAT WE OFFER
- Compensation: $120,000 to $150,000 annually
- Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
- Team Culture: A collegial, collaborative, fun work environment with frequent team events
- Equity: All new hires are eligible for equity grant participation
- Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
- Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
- Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
- Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
- Food Perks: Fully stocked kitchen & lunch reimbursement program
- Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Top Skills
What the Team is Saying
What We Do
Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.
At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.
Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.
Why Work With Us
We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.
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Pontera Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!
