Who you are:
We are seeking a Strategic Finance Senior Associate to lead our FP&A budgeting processes, partner closely with business stakeholders, and own the operating model for Hometaps operating and investment vehicles. Youre a great fit for this role if you bring experience in a growing, fast-paced environment, are an expert at budgeting and forecasting, and are excited to partner across the business to impact the companys financial strategic direction.
Finance is organized into three collaborative verticals: Accounting, Capital Markets Operations, and Strategic Finance. Our Strategic Finance Senior Associate will report to the Director of Strategic Finance and work closely across the team and organization to develop, prioritize, and execute against our mission to make homeownership less stressful and more accessible.
What youll do:
- Own Hometaps annual budgeting / planning process, along with quarterly reforecast processes, working closely with department leads and stakeholders across the organization
- Complete regular forecasting and projections, owning and maintaining the long-term 3 statement operating model for the Hometap operating company and associated investment vehicles
- Analyze financial performance of the organization and identify levers for value creation and scalability
- Provide a smooth experience for prospective and current PropCo capital partners through the diligence process upfront, as well as post-close, providing ongoing reporting and ad hoc information requests
- Partner across the business to provide visibility into function-specific metrics, and to proactively uncover opportunities for improvement or change
What youll bring:
- 3+ years of relatable finance experience in a fast growing, VC or growth-equity backed operating company, with a primary focus on FP&A
- Experience owning the three-statement, long-term operating model leading and driving cross-functional, collaborative budgeting processes
- Solid experience with owning and defining best-in-class FP&A budgeting processes and structure
- Strong analytical and Excel-based financial modeling skills; comfortable working with complex datasets to inform strategic decision making
- Robust knowledge of GAAP accounting practices as well as accounting systems (e.g. NetSuite) and processes
- Ability to successfully operate in a fast-paced dynamic environment experiencing growth and expansion
- History of working cross-functionally and building positive relationships with people and teams across a diverse organization
- Excellent prioritization skills and ability to balance both short-term and long-term objectives
- Strong written and verbal communication skills along with evidenced ability to work well with and present to business partners
- Curiosity and strong critical thinking skills
- A good sense of humor, a rock-solid work ethic, and exceptional attention to detail
Bonus points:
- Experience in a fintech or financial services company
- Experience working with fund / waterfall modeling (e.g. IRR, carry / promote structures, asset leverage)
- Comfort with FP&A / budgeting software
- Based in New York or Boston