Financial Analyst, FP&A and Investor Relations

About the role

This role sits on the FP&A team and spends about 75% of its time on FP&A and about 25% supporting Investor Relations. You will build the models, automations and analysis behind forecasts, acquisitions and new business decisions, and support the Head of IR with daily market research and executive materials. You will report to the VP of FP&A.

FP&A Responsibilities

Own the forecast and performance tracking for acquired businesses, including integration into our FP&A system

Build financial models for acquisitions, new products, pricing and partnerships

Prepare revenue bridges, unit economics and KPI analysis for leadership; build AI-enabled automations and dashboards

Support the quarterly and annual forecast process

IR Responsibilities

Monitor sell-side research daily; summarize new notes and flag errors or notable items

Prepare the daily end-of-day recap for senior management (stock performance, research, market data) and a weekly recap

Build and maintain executive conference prep packets: investor research, holdings and AUM, meeting history, bios and likely questions

Keep the IR CRM current after investor meetings and conferences

Support earnings, including collecting research notes and analyst models

Qualifications

2-4 years of experience in FP&A, financial analysis, investment banking or transaction advisory

Strong financial modeling skills (3-statement, driver-based forecasting); exposure to deal or valuation models

Clear, concise written communication and polished PowerPoint materials for executive audiences; comfortable researching investors from public sources (13F, Form ADV, filings)

Advanced Excel and hands-on experience with an FP&A planning tool (e.g., Datarails, Adaptive, Anaplan, Planful, Cube, Pigment) and an ERP; AI-inclined, with experience building automations or dashboards

Sound judgment with confidential and material non-public information

Working knowledge of financial markets and interest in digital assets; able to judge which research and market news matters. Prior IR experience not required

Nice to have

Experience in fintech, digital assets, asset management or capital markets

Datarails and NetSuite specifically, including multi-entity, multi-currency environments

Public company experience