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forecasting financial modeling epm ipo readiness bi📋 Description
- Establish rolling forecast, annual budget, and long-range planning models.
- Build public-company FP&A, reporting, and no-surprises finance infra for IPO.
- Define KPIs; analyze brokerage unit economics and profitability.
- Modernize the finance tech stack with EPM and BI tools to automate reporting.
- Prepare high-quality financial materials for the Executive Team and Board.
🎯 Requirements
- 10+ years in strategic finance, FP&A, investment banking, or financial strategy.
- Public company experience or IPO involvement.
- Investment banking background preferred.
- Ownership of FP&A, forecasting, and financial modeling.
- Expertise in complex modeling, forecasting, scenario analysis.
- Experience implementing EPM/BI reporting systems.
- Strong communication to executives, boards, and investors.
- Leadership with cross-functional partnership and team building.
- Bachelor's in Finance/Accounting; MBA/CFA a plus.
🎁 Benefits
- In-office cadence 4 days/week (NY, Chicago, Lithuania).
- Competitive compensation, equity, and 401(k) match.
- Full insurance coverage and wellness reimbursement.
- Company phone and personal development allowance.
- Generous PTO and holidays.
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