Middesk

FP&A Analyst

Remote

Middesk Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

Requirements

Candidates should have 2-4 years of experience in FP&A, investment banking, corporate finance, or a similar analytical role, strong financial modeling skills (Excel or Google Sheets) with attention to detail, and experience with budgeting, forecasting, and variance analysis. Excellent communication skills are required, enabling the ability to translate data into clear business narratives, and comfort working in a dynamic, ambiguous startup environment is also necessary. A Bachelor’s degree in Finance, Economics, Accounting, or a related field is preferred.

Responsibilities

As an FP&A Analyst, you will assist in monthly reporting packages including variance analysis, actuals versus forecast/budget, and KPI tracking, build clean, actionable reporting for cross-functional stakeholders, support the budgeting and forecasting cycles, maintain and update financial models, partner with key business units to understand financial drivers, work with accounting on month-end close processes, support ad hoc analysis for investment decisions and business cases, and continuously improve reporting processes and tools for better efficiency and scalability.

Skills

FP&A
Budgeting
Forecasting
Financial Modeling
Variance Analysis
KPI Tracking
Reporting
Data Analysis

Middesk

Business identity verification and compliance automation

About Middesk

Middesk provides a business identity platform that helps companies verify the identity of other businesses, a process known as Know Your Business (KYB). This is especially important for financial institutions and technology companies that need to prevent fraud and comply with regulations. Middesk's services allow clients to automate their KYB processes, which saves time and improves efficiency in operations like loan processing and business onboarding. The platform offers easy-to-integrate Application Programming Interfaces (APIs) and a customizable dashboard, giving clients access to accurate data about businesses and Secretary of States. This flexibility allows businesses to tailor the information to their specific needs. Middesk generates revenue by charging clients for access to its platform and services, making it a valuable partner for those looking to streamline their operations and enhance customer onboarding.

Key Metrics

South San Francisco, CaliforniaHeadquarters
2019Year Founded
$75MTotal Funding
SERIES_BCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Benefits

Medical, dental, & vision coverage
Unlimited PTO
Stock-options
401(k)
Parental leave
Hybrid work

Risks

Increased competition from new entrants like Karma3 could challenge Middesk's market position.
Integration challenges with partners like Socure may affect service delivery.
Rapid expansion post-Series B funding could strain Middesk's operational capabilities.

Differentiation

Middesk automates business verification, streamlining KYB processes for financial institutions.
The platform integrates easily with APIs, offering customizable data solutions for clients.
Middesk's partnerships enhance its offerings, like the integration with Socure for KYB/KYC.

Upsides

Rising demand for automated KYB solutions boosts Middesk's market potential.
Winning Tearsheet's Best Data Product for Lenders award enhances Middesk's industry reputation.
$57 million Series B funding supports Middesk's expansion and operational growth.

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