Sr. Director, FP&A (R&D)
ConfluentFull Time
Expert & Leadership (9+ years)
Candidates should have over 10 years of experience in fintech, SaaS, product strategy, technical program management, or executive advisory roles. They must be comfortable with technical concepts like system architecture and platform design, as well as business priorities such as product roadmaps and client value. Strong written and verbal communication skills are essential, along with experience working with senior executives and the ability to drive progress without direct authority.
The Chief of Staff to the CTO will act as a strategic partner, helping the CTO prioritize focus, synthesize input, and accelerate decision-making. They will lead or incubate high-impact projects, ensure alignment between technical priorities and business goals, and track follow-ups across various teams. This role also involves crafting executive-ready communication, including strategy documents and board materials, and translating abstract ideas into structured workstreams with clear owners and timelines.
Investment management software for financial professionals
Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.