IEX Group

FP&A Associate

IEX Group$120K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting or related field
  • 2-4 years of financial planning and analysis experience
  • Experience in tech, fintech, or a growth-stage marketplace company preferred
  • Proven record of cross-functional collaboration and stakeholder influence
  • Strong communication skills for data presentation
  • Proficient in Microsoft Excel and PowerPoint, including financial modeling
  • Familiarity with SQL and BI tools like Tableau or Sigma is a plus

Responsibilities

  • Contribute to developing the annual budget and ongoing forecasts
  • Manage the monthly reporting process and track performance against budgets
  • Conduct in-depth analysis of specific expense or revenue lines
  • Generate and present management reports highlighting financial results and KPIs
  • Collaborate with Accounting to ensure data accuracy during month-end close
  • Conduct ad-hoc analyses and manage special projects
  • Enhance financial forecasting tools, processes, and systems
  • Support financial data infrastructure and automation

Benefits

  • Comprehensive Benefits
  • Unlimited PTO
  • 100% coverage for medical, dental, and vision
  • New hire stock equity (RSUs)
  • 401K employer match
  • OneMedical membership
  • 16 weeks paid parental leave
  • Flexible workplace
  • Employer charity match
  • Learning stipend
  • Commuter benefits
  • Jump Start onboarding program
  • Internal mentor program
  • Inclusive workplace culture
Full Job Description
Location: New York, NY (3 days per week onsite)

Role Overview:

IEX is looking for an experienced Finance professional to join the team as an FP&A Associate. This person will be a key member of the Finance team, working closely with IEX's Head of Finance and FP&A Manager. Responsibilities will include the annual budget and quarterly forecasts, running various financial models, analyzing financial results and presenting the findings to management. This individual will have an eye towards continuous improvement, leveraging technology or other solutions to automate and scale our processes as they exist today.

The right person for this role will have a successful technical and analytical background and be a strong self-starter with a proven work ethic.

About you:
  • Must have strong attention to detail, devotion to accuracy and data integrity
  • Superior analytical and problem-solving skills; analytic creativity and insight
  • Biased towards and experienced with automated solutions for manual tasks and processes
  • Ability to multitask and deliver on competing priorities
  • Ability to operate in a fast-paced, deadline driven atmosphere
  • Strong communication and presentation skills

What you'll do:
  • Contribute to the development of the annual budget and ongoing forecasts working in partnership with business and department leaders
  • Monthly reporting process and associated deliverables. Partner with department leaders to track performance against budgets and KPIs
  • Conduct deep dives into specific expense or revenue lines to understand their drivers and identify potential levers to enhance financial performance
  • Generate and present timely, accurate, and insightful management reports to stakeholders, highlighting financial results, key performance indicators, and variance analysis
  • Partner with Accounting team to maintain data accuracy and support the month-end close process
  • Conduct ad-hoc analysis and special projects as required
  • Improve financial infrastructure by enhancing forecasting tools, processes and systems
  • Help manage financial data infrastructure, automation and reporting

Your background:
  • Bachelor's degree in Finance, Accounting or a related field
  • 2 - 4 years of financial planning and analysis experience
  • Tech, fintech, exchange or marketplace experience at a growth-stage company highly preferred
  • Proven track record of partnering cross-functionally and influencing stakeholders at all levels
  • Excellent communication and presentation skills; able to distill complex data into compelling insights
  • Proficiency in Microsoft Excel and PowerPoint, including financial modeling, scenario analysis and pivot tables
  • Ideally have experience with large data sets, SQL and BI tools such as Tableau or Sigma

Why you should apply:
  • Comprehensive Benefits
  • Unlimited PTO
  • 100% coverage for medical, dental, and vision
  • New hire stock equity (RSUs)
  • 401K employer match
  • OneMedical membership
  • 16 weeks paid parental leave
  • Flexible workplace
  • Employer charity match
  • Learning stipend
  • Commuter benefits
  • Jump Start onboarding program
  • Internal mentor program cross-departmentally
  • Friendly and inclusive workplace culture

Our job titles may span more than one career level. The starting annual base pay is between $120,000 and $140,000 for this NY-based position. The actual base pay is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The annual base pay range is subject to change and may be modified in the future. This role is eligible for bonus and equity.

About IEX Group

IEX Group is a financial technology company that operates a stock exchange. The company was founded in 2012 with the goal of creating a fairer and more transparent stock market. IEX is known for its unique approach to trading, which includes a 350-microsecond delay on all orders to prevent high-frequency traders from gaining an unfair advantage. The company has been featured in Michael Lewis' book 'Flash Boys' and has gained a reputation as a champion for small investors.
Learn more about IEX Group
Size
124 employees
Industry
Founded
2012

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