Strategic Finance Associate / Manager at Public

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

4+ years of experience
2+ years at an investment bank, management consulting firm, or similar
2+ years within a disruptive growth stage business, preferably within the fintech industry and/or other high tech enabled businesses
Advanced Excel skills: demonstrated ability to create and manage complicated spreadsheets; advanced knowledge of Excel functions
Strong problem-solving skills, and ability to think outside the box both critically and strategically
Excellent communication skills, both written and verbal, with the ability to present complex information clearly
Intermediate understanding of general accounting concepts including GAAP
Onsite role based out of New York City office

Responsibilities

Own, operate, and improve the company’s financial model; help in forecasting and annual budgeting processes
Prepare ongoing management financial reporting (i.e. P&L, variance vs. budget, department and product P&L, KPI monitoring, management discussion & analysis) for the executive team, investors, and other internal stakeholders, in close collaboration with the Accounting organization
Collect, analyze, and interpret financial and operational data to identify trends, inefficiencies, and opportunities for improvement
Serve as a liaison between Finance and other departments (i.e. Marketing, Product, Brokerage, People, etc.) by providing financial support and greater clarity for budget owners
Maintain vendor-level budgets & forecasts. Establish recurring reporting cadence to identify cost-saving opportunities, analyze budget vs. actuals, and ensure consistency between forecasting, procurement, and approval processes

Skills

Key technologies and capabilities for this role

Financial ModelingForecastingBudgetingP&L AnalysisVariance AnalysisKPI MonitoringFinancial ReportingData AnalysisManagement Discussion & AnalysisFP&A

Questions & Answers

Common questions about this position

Is this role remote or onsite?

This is an onsite role based out of the New York City office.

What experience is required for this position?

Candidates need 4+ years of experience, including 2+ years at an investment bank, management consulting firm, or similar, and 2+ years within a disruptive growth stage business, preferably in fintech or high tech enabled businesses.

What key skills are needed for the Strategic Finance role?

The role requires advanced Excel skills for creating and managing complicated spreadsheets, strong problem-solving skills with critical and strategic thinking, excellent written and verbal communication skills, and an intermediate understanding of general accounting concepts including GAAP.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for this position?

A strong candidate has 4+ years of relevant experience including investment banking or consulting and growth-stage fintech, advanced Excel proficiency, strong problem-solving and communication skills, plus bonus experience with BI tools like Looker or Tableau and SQL.

Public

Offers high-yield cash accounts and investment services

About Public

Public.com provides a high-yield cash account with a 5.1% annual percentage yield (APY), allowing customers to earn interest on their cash. It serves individual investors by offering a platform to buy bonds and engage in equity trades, while sharing 50% of its options trading revenue with customers for transparency. The company uses artificial intelligence to deliver real-time data and analysis, helping users make informed investment decisions. Public.com aims to empower individual investors with accessible financial tools and information.

New York City, New YorkHeadquarters

2019Year Founded

$403.2MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Health, dental, & vision

Parental leave

Sick leave

401k with 4% match

Gym memberships

FSA & HSA

Reproductive care

Risks

Increased competition from fintech platforms may dilute Public.com's market share.

Volatility in cryptocurrency markets could affect user trust in Public.com's crypto services.

Rising interest rates may challenge the attractiveness of Public.com's high-yield cash account.

Differentiation

Public.com offers fractional ownership across diverse assets, including stocks, crypto, and collectibles.

The platform provides AI-driven data analytics for personalized investment insights and recommendations.

Public.com shares 50% of its options revenue with customers, ensuring transparency and trust.

Upsides

Public.com raised $135M in Series D, supporting its commission-free trading platform expansion.

The platform's high-yield cash account offers a competitive 5.1% APY, attracting cash investors.

AI-powered analysis of earnings calls provides users with deeper insights into company performance.

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