Financial Analyst, FP&A and Investor Relations
Role in brief
Securitize is seeking a Financial Analyst for FP&A and Investor Relations to contribute to financial modeling and investor relations in a remote setting. Ideal candidates have 2-4 years of relevant experience and strong financial modeling skills.
About the role
As a Financial Analyst at Securitize, you will play a key role in financial planning and analysis, particularly in forecasting and performance tracking for acquired businesses. You will also be responsible for building financial models and preparing detailed reports for leadership, helping the organization make informed decisions.
In the Investor Relations aspect of the role, you will monitor market research, prepare daily recaps for senior management, and maintain executive conference preparation materials. This position is designed for someone who can manage confidential information and has a solid understanding of financial markets, particularly in the context of digital assets.
Skills that matter here
- financial modeling: This role requires strong financial modeling skills, including experience with 3-statement and driver-based forecasting.
- Excel: Advanced Excel skills are essential for building financial models and automations.
- communication: Clear and concise written communication is necessary for preparing materials for executive audiences.
- financial analysis: Experience in financial analysis is crucial for monitoring performance and preparing reports.
- FP&A tools: Hands-on experience with FP&A planning tools is important for managing forecasts and performance tracking.
Who this role suits
- Has 2-4 years of experience in financial analysis or FP&A.
- Possesses strong analytical skills and attention to detail.
- Demonstrates clear communication abilities and is comfortable preparing materials for executives.
- Shows interest in digital assets and financial markets.
From the employer
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
- 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
- Flexible Paid Time Off – Promoting a healthy work-life balance.
- Equity Grant Opportunities – Share in the success and future growth of the company.
- Remote Work Flexibility – Work from anywhere while staying connected with a dynamic and collaborative team.
- Comprehensive Insurance Coverage – Employer-paid Medical, Dental, and Vision benefits for you and your family.
- 401(k) Retirement Plan – Secure your financial future with employer-sponsored savings.
Questions about this role
What is the remote policy?
This position is fully remote, allowing you to work from anywhere.
What level of experience is required?
Candidates should have 2-4 years of experience in FP&A, financial analysis, or related fields.
How do I apply for this position?
You can apply through the Securitize website at https://securitize.io/?ref=sailonchain.com.
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