Financial Reporting Analyst

About Addepar

Addepar operates as a global data and AI platform designed to empower investment professionals by transforming complex financial data into actionable insights. It unifies portfolio, market, and client data to present comprehensive portfolio views, delivering AI-enhanced insights integrated within investment and client workflows. The platform is utilized by over 1,400 firms in nearly 60 countries managing close to $9 trillion in assets. Addepar’s open ecosystem connects with approximately 650 software, data, and consulting partners, facilitating seamless investment operations for firms of various sizes and complexities. The company maintains offices in multiple international locations, including New York City, London, and Geneva, among others.

Role Overview

We are seeking a Financial Reporting Analyst to become part of our Financial Planning & Analysis (FP&A) team. The successful candidate will be responsible for creating and managing critical reporting functions that support the company’s ability to track and enhance business performance. Key tasks include developing reports and financial models primarily using the Pigment platform. The analyst’s contributions will provide essential insights for business partners to align strategies and achieve organizational objectives.

Responsibilities

• Support the financial close process and associated reporting duties such as prepaid expense analysis and assessment of vendor costs.
• Design, automate, and improve dynamic financial planning models, systems, and processes tailored to the needs of a rapidly growing business.
• Create dashboards and conduct variance and operational performance reviews.
• Deliver ad-hoc financial analyses and reports to guide effective decision-making and optimize return on investment.

Qualifications and Skills

• Possess a results-driven and numerical mindset.
• Experience working with financial reporting tools such as Pigment, Adaptive Insights, or Anaplan.
• Strong attention to detail with an understanding of underlying factors behind financial figures.
• A balanced approach to model precision — rigor where needed but pragmatic on significant digits.
• A minimum of two to three years’ experience in financial analyst roles, consulting, or investment banking.
• Proficiency advanced in Excel or Google Sheets, with knowledge of SQL and BI tools like Looker being advantageous.
• Capability to independently develop and maintain financial models.
• Skilled in collaborating with stakeholders across organizational levels from operational staff to executives, including managing external relationships.

Company Values

• Act Like an Owner: Operate thoughtfully with ownership of outcomes.
• Build Together: Collaborate to create enduring value.
• Champion Our Clients: Exceed client expectations, linking their success to ours.
• Drive Innovation: Approach problem-solving boldly to transform the industry.
• Embrace Learning: Foster growth mindsets through community engagement and diverse perspectives.

Additional Information

Addepar is committed to equal opportunity employment and values a diverse workforce with a variety of perspectives and backgrounds. Reasonable accommodations are available for candidates with disabilities throughout the hiring process and employment.

Location requirement: Candidates must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario, Canada. Legal authorization to work in Canada on the first day of employment is mandatory. Visa sponsorship is not provided.

Compensation: The role’s base salary ranges from 70000 to 88000 CAD annually, supplemented by bonus, equity, and benefits. Starting salary depends on qualifications, experience, skills, work location, and market conditions.

Security Notice: Beware of phishing scams posing as Addepar hiring personnel. Genuine recruitment involves formal interviews and no upfront purchases for job equipment. Contact the company’s talent acquisition team if uncertain.