Financial Planning & Analysis (FP&A) Lead (Director Level) at Bitwise Asset Management

San Francisco, California, United States

Bitwise Asset Management Logo
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, CryptocurrencyIndustries

Requirements

  • 7–10 years of experience in FP&A, investment banking, strategic finance, or a similarly analytical role
  • Background in asset management, broker-dealer, or financial services required
  • Excellent grasp of financial statements and accounting principles, with the ability to connect operational drivers to financial outcomes
  • Exceptional financial modeling and Excel skills, with the ability to build clean, dynamic models from scratch
  • Proficient in financial systems

Responsibilities

  • Lead the annual budgeting, quarterly forecasting, long-range planning, and rolling outlook processes in coordination with stakeholders across the business
  • Support, enhance, and deliver monthly reporting packages, including flashes, board reporting, and KPI dashboards
  • Conduct variance analysis and performance tracking against budget and forecast, highlighting key drivers of results
  • Identify opportunities to streamline and improve FP&A processes, reporting workflows, and tools
  • Own or contribute to the implementation and optimization of financial systems and tools (e.g., NetSuite, Excel-based models, AI, BI tools)
  • Build and maintain dynamic financial models to evaluate new product launches, strategic initiatives, and operational scenarios
  • Provide insights and recommendations on resource allocation, profitability, and long-term value creation
  • Present findings and recommendations in a clear, data-driven way to senior leadership, board members, and investors
  • Collaborate with cross-functional teams (e.g., Sales, Marketing, Product, Operations, HR, and Accounting) to support business planning and performance tracking
  • Serve as a trusted advisor by providing financial expertise, guidance, and actionable insights that align financial goals with business objectives
  • Develop strong relationships with business leaders to ensure accountability and informed decision-making

Skills

FP&A
Budgeting
Forecasting
Financial Modeling
Financial Reporting
Strategic Finance

Bitwise Asset Management

Cryptocurrency index fund management services

About Bitwise Asset Management

Bitwise Asset Management focuses on making cryptocurrency investments easier for a wide range of clients, including individuals and institutions. They offer various investment products such as exchange-traded funds (ETFs), publicly traded trusts, separately managed accounts (SMAs), and private funds, which provide exposure to over 19 different cryptocurrencies, as well as equities and NFTs. Their products are designed to help investors navigate the complexities of the cryptocurrency market. What sets Bitwise apart from competitors is their dedicated team of over 60 experts in technology, asset management, and law, who provide guidance and support to investors. The company's goal is to simplify cryptocurrency investing and make it accessible to everyone.

San Francisco, CaliforniaHeadquarters
2017Year Founded
$82.2MTotal Funding
SERIES_BCompany Stage
Fintech, Crypto & Web3, Financial ServicesIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
Unlimited Paid Time Off
Paid Parental Leave
Paid Holidays
Meal Benefits
Phone/Internet Stipend
Company Social Events

Risks

Increased competition from other firms could dilute Bitwise's market share.
Volatility in Solana's price may affect investor confidence and fund performance.
Regulatory changes in the EU could impact Bitwise's Solana staking ETP.

Differentiation

Bitwise offers a wide range of crypto investment products, including ETFs and ETPs.
The company has a team of over 60 experts in technology, asset management, and law.
Bitwise focuses on simplifying cryptocurrency investments for both individual and institutional clients.

Upsides

Increased interest in crypto by advisors could expand Bitwise's client base in 2025.
The launch of Solana staking ETPs in Europe may attract high-yield-seeking investors.
Potential US Bitcoin reserve establishment could boost Bitwise's Bitcoin-related products.

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