Support Figure’s long-range, annual, quarterly, and monthly forecasting process.
Own Figure’s entire cost structure and ensure scalable fixed costs.
Evaluate strategic initiatives, associated financial impacts, and help to incorporate them into financial plans.
Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. They combine blockchain’s transparency and efficiency with AI-driven automation to reimagine how loans are originated, funded, and traded. They have over 170 partners.
Build a comprehensive FP&A model from scratch covering revenue projections.
Produce monthly and quarterly financial snapshots pulling from the model.
Document all model assumptions, formulas and logic.
Sapience AI is building Institutional Knowledge Infrastructure – technology that captures expertise from the people who have it and delivers it conversationally to those who need it. They are a pre-seed stage AI startup ready to welcome a financial mastermind who can help them stay on track and build a compelling FP&A.
Own day-to-day relationships for a portfolio of clients, serving as their primary point of contact, running weekly check-ins, proactively flagging issues.
Lead and review the work of Associates and junior team members on client accounts, including month-end close packages and financial statements.
Take point on more complex financial modeling and forecasting work, including multi-scenario models, headcount plans, and revenue projections.
Sandbox is a boutique consulting firm that helps venture-backed and venture-minded companies launch, grow, and monetize their businesses. Their team comprises repeat entrepreneurs, reformed management consultants, and rogue college grads who believe in a creative approach to traditional consulting.
Generational wealth strategy and long-term family planning.
Estate and trust structure optimization and tax efficiency research.
Portfolio construction and after-tax return analysis across diversified assets.
Schonfeld Family Office provides research-driven thought partnership across all aspects of the Principal’s business and personal activities, and long-term strategic initiatives. They value individuals who are highly organized, thoughtful, and structured.