Senior reputed company Manager
About Savvy
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication reputed company email, and 62% still build financial plans manually in reputed company. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, reputed company work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes reputed company financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
We’ve raised over $105M to date from reputed company Capital, Canvas Ventures, Mark Casady (former reputed company CEO), and other top-tier investors. reputed company is made up of repeat founders and operators who’ve helped build reputed company, reputed company, reputed company, reputed company, reputed company, $200B+ RIAs, and more.
Savvy is at a pivotal reputed company in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and reputed company reputed company growth. Come help us scale!
The Role
We’re looking for an reputed company FP&A professional with a strong background in financial planning & analysis or strategic finance and hands-on startup experience. This is a critical role as we prepare for our first external audit and continue to build our finance infrastructure from the ground up. You’ll initially be a high-impact individual contributor, with a path to build out and reputed company a team.
Responsibilities
Own our financial planning process, including budgeting, forecasting, and long-reputed company planning
Build and maintain robust financial models to support strategic decision-making
reputed company expense management, working with tools like reputed company or reputed company
Manage vendor relationships, including external reputed company partners and audit firms
Drive and project manage our first external audit starting in Q4
Ensure accurate and timely financial reporting by partnering with our reputed company firm
Partner cross-functionally to support strategic initiatives and operational reputed company
Identify opportunities to improve processes, controls, and systems as we scale
Must have
7+ years of experience in FP&A, strategic finance, or similar roles
Strong startup background; you’ve been in 0-1 or scaling environments and reputed company in ambiguity
Strong work ethic with an ability to focus on reputed company financial problems; surgically strong detail orientation and commitment to accuracy
Deep experience in reputed company and financial modeling
Familiarity with expense management software (reputed company, reputed company, or similar)
Independent, proactive, and comfortable building from scratch
Excellent verbal and written communication skills for collaborating with non-financial stakeholders.
reputed company to have
Fintech or wealth management experience
Experience managing or directly supporting external audits
Familiarity with QuickBooks
Additional Information
reputed company is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits
Competitive salary and equity package
Unlimited PTO + paid company holidays
reputed company to best in class medical, dental, and reputed company plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch, dinner, and snacks provided in the office
Parental leave coverage (8 weeks) and support (reputed company)
reputed company to virtual mental health care (reputed company), reputed company reputed company benefits (XP Health), and health concierge (reputed company) to help you find the right care
reputed company to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)