Financial Analyst, FP&A and Investor Relations
Securitize provides a platform for issuing and managing compliant digital securities using blockchain technology.
Funding history
About Securitize
Securitize provides a digital platform for the issuance and management of digital securities. It offers services for compliance, distribution, and managing digital assets. Securitize serves financial institutions, companies, and accredited investors by helping them to tokenize and manage assets on blockchain.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will join the FP&A team, spending about 75% of your time on FP&A and about 25% supporting Investor Relations. You will build the models, automations and analysis behind forecasts, acquisitions and new business decisions, and support the Head of IR with daily market research and executive materials. You will report to the VP of FP&A.
Requirements
- 2-4 years of experience in FP&A, financial analysis, investment banking or transaction advisory
- Strong financial modeling skills (3-statement, driver-based forecasting); exposure to deal or valuation models
- Clear, concise written communication and polished PowerPoint materials for executive audiences; comfortable researching investors from public sources (13F, Form ADV, filings)
- Advanced Excel and hands-on experience with an FP&A planning tool and an ERP; experience building automations or dashboards
- Sound judgment with confidential and material non-public information
- Working knowledge of financial markets and interest in digital assets
Responsibilities
- Own the forecast and performance tracking for acquired businesses, including integration into the FP&A system
- Build financial models for acquisitions, new products, pricing and partnerships
- Prepare revenue bridges, unit economics and KPI analysis for leadership
- Build AI-enabled automations and dashboards
- Support the quarterly and annual forecast process
- Monitor sell-side research daily; summarize new notes and flag errors or notable items
- Prepare the daily end-of-day recap for senior management and a weekly recap
- Build and maintain executive conference prep packets
- Keep the IR CRM current after investor meetings and conferences
- Support earnings, including collecting research notes and analyst models
Benefits
- Flexible Paid Time Off
- Equity Grant Opportunities
- Remote Work Flexibility
- Employer-paid Medical, Dental, and Vision benefits for US employees
- 401(k) Retirement Plan for US employees
