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What You’ll Do:
- Support the close process and related reporting, including prepaid analysis and vendor cost reviews.
- Design, automate, and optimize flexible financial planning models, systems & processes.
- Build dashboards and variance / operational reviews.
Who You Are:
- Numbers and outcome oriented mindset with experience in tools like Pigment, Adaptive, or Anaplan.
- High attention to detail and proven expertise with Excel/Sheets.
- Ability to develop and manage financial models independently.
Our Values:
- Act Like an Owner: Think and operate with intention, purpose, and care.
- Build Together: Collaborate to unlock the best solutions and deliver lasting value.
- Champion Our Clients: Exceed client expectations and drive their success.
Addepar
Addepar is a global data and AI platform empowering investment professionals with actionable intelligence. With over 1,400 firms using the platform to manage nearly $9 trillion in assets, it is a young, flexible, and innovative company.