Strategic FP&A Analyst
Role Overview
We are seeking a detail-oriented Senior FP&A Analyst to support and help scale Securitize's financial planning and analysis function as a newly public company. Securitize (NYSE: SECZ) completed its business combination and began trading on the NYSE in July 2026. This role is ideal for someone with a strong accounting or finance foundation who is excited to build durable reporting infrastructure and ensure data integrity between historical actuals and forward-looking forecasts.
Operating on a public company reporting calendar, you will play a key role in budget vs. actual reporting, variance and flux analysis, quarterly board and earnings support, and maintaining financial models in Datarails and NetSuite. This is a hands-on role on a small team, with meaningful ownership and direct exposure to the rigor of public company reporting and high-growth fintech operations.
Key Responsibilities
Financial Reporting & System Integrity
Prepare and maintain recurring budget vs. actual (BvA) reporting across business lines and legal entities to ensure visibility into spend and revenue performance.
Own the data flow and integrity between NetSuite (GL source of truth) and Datarails, including mapping, dimension hygiene, and reconciliation of actuals.
Support monthly and quarterly variance and flux analysis, identifying key drivers in a form usable for MD&A, 10-Q, and 10-K support.
Build and maintain standardized reporting templates and schedules to track AUM, transaction volume, and revenue growth across the business.
Support quarterly board reporting packages and earnings preparation materials, including tie-outs to reported financials.
Budgeting & Forecasting
Support the annual budget and rolling forecast cycles in Datarails, including scenario builds and forecast-to-forecast walks.
Maintain operating expense and headcount models across multiple entities and currencies, including employer payroll tax and benefits logic.
Update assumptions and inputs for revenue models, including AUM-based fees, servicing fees, and transaction-based streams.
Partner with Accounting, People Ops, and business stakeholders to gather inputs and resolve data questions during forecast cycles.
Process Execution & Controls
Maintain FP&A workflows and documentation to an audit-ready standard, including support for SOX-relevant controls and external audit requests.
Improve reporting processes through automation and cleanup to increase the speed and accuracy of financial insight.
Respond to ad-hoc analysis and reporting requests from the VP of FP&A, CFO, and executive leadership.
Qualifications
Experience: 3 to 5 years in FP&A, Corporate Finance, or Accounting. Public company experience is strongly preferred.
System Expertise (Mandatory): Proficiency in NetSuite is required. You must understand ERP data structure, segment and subsidiary dimensions, and how to extract and map that data into financial models.
Technical Skills: Advanced Excel is required (structured modeling, complex formulas, large data sets). Datarails runs through an Excel add-in, so Excel fluency is a functional prerequisite, not a preference. Google Sheets proficiency is secondary.
Education: Strong foundational understanding of financial statements and US GAAP. An accounting background, CPA, or active CPA track is highly valued.
Attention to Detail: High level of precision required for managing financial data on a public reporting calendar.
Adaptability: Comfortable in a small, high-ownership team building the "TradFi-DeFi" bridge in a fast-moving regulatory and product environment.
Nice to Have
Prior experience with Datarails or another modern FP&A/EPM planning tool (Pigment, Anaplan, Planful, Vena, Adaptive).
Multi-entity, multi-currency consolidation experience.
Experience at a high-growth fintech or financial services company, or at a company through a SPAC/IPO and its first public reporting cycles.
Exposure to SEC reporting, SOX 404 readiness, or external audit support.
Interest in blockchain, tokenization, and the future of on-chain capital markets.