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Job details

FP&A Analyst

DriveWealth is a global fintech company focused on democratizing financial independence through a Brokerage-as-a-Service platform. They seek a skilled FP&A Analyst to support budgeting, forecasting, and strategic financial analysis in a dynamic, technology-driven environment.

Skills

  • Proficiency in Microsoft Excel including financial modeling and pivot tables
  • Experience with financial systems such as Netsuite
  • Strong knowledge of financial statements, cash flow, and key financial metrics
  • Analytical and problem-solving abilities
  • Excellent communication skills
  • Detail-oriented with a proactive and collaborative work approach

Responsibilities

  • Develop and maintain dynamic financial models for forecasting, budgeting, and scenario planning
  • Assist in preparation and consolidation of annual budgets and monthly/quarterly forecasts
  • Analyze financial performance vs forecasts and budgets, identify variances, and communicate key insights to leadership
  • Provide reporting and dashboards to support business reviews and strategic planning
  • Collaborate with business units to gather assumptions, validate inputs, and address inconsistencies
  • Perform ad hoc financial analysis for initiatives such as product launches and capital allocation
  • Standardize and automate reporting processes to enhance accuracy and efficiency

Education

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field

Benefits

  • Competitive medical, dental, and vision insurance
  • Mental health resources
  • Generous paid time off and holidays
  • Paid parental leave
  • Education and personal development stipend up to $2,500 annually
  • Fitness and wellness reimbursement up to $900 annually
  • Company-provided phone
  • Hybrid work model with flexible office attendance
  • Daily lunch stipend, unlimited snacks, and office amenities at HQ
  • Pre-tax commuter benefits (US only)
  • Employer 401K match (US only)
To read the complete job description, please click on the ‘Apply’ button
DriveWealth Glassdoor Company Review
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DriveWealth DE&I Review
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CEO of DriveWealth
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Robert Cortright
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Average salary estimate

$137500 / YEARLY (est.)
min
max
$125000K
$150000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Equity
401K Matching

Lead financial strategy and planning for Go-To-Market teams at Restaurant365, a fast-growing SaaS platform transforming restaurant operations.

Recently completing a Series D raise with a $2.85B valuation, DriveWealth’s mission is to democratize investing globally by working with partners to invent new ways to use its API-based technology to provide emerging investors with cutting-edge em...

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BENEFITS & PERKS
Dental Insurance
Disability Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Vision Insurance
Performance Bonus
Paid Holidays
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$125,000/yr - $150,000/yr
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
July 24, 2025
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