Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.
Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced technology and finance professionals. The people who shape our company come from other backgrounds, too, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
As Voleon’s FP&A Manager, you will own the company's financial model and be responsible for financial reporting to key stakeholders. You will collaborate with cross-functional business partners to create financial forecasts and establish company performance benchmarks. You will also provide financial guidance and strategic support to management through budget versus actual analysis, ROI/build vs. buy analysis, and projects requested by leadership. Your passion for financial analysis and forecasting will enable you to make immediate and lasting contributions to the financial health of the company.
ResponsibilitiesPrepare monthly dashboards and detailed reporting for senior management reflecting actual results, and comparisons to forecasts/budgetsAnalyze current and past trends in the areas of revenue, expenses, and other key performance indicators to improve design and accuracy of financial forecastsPlay a leadership role in the firm’s annual budgeting and forecasting processes by working with the organization’s leadership to incorporate initiativesPartner with Accounting on month-end close to ensure we are delivering the correct financial reporting insights and disseminating these results to stakeholders to drive accountabilityOwn the consolidation of multi-entity financialsManage the allocation of expenses across various fund and management company financials, providing visibility into cash and accrual-based accounting impactChoose, implement and develop tools and processes to enhance reportingSupport ERP implementation projects, with a focus on the integration of reporting and budgeting/forecasting requirementsEstablish cross-functional partnerships with department leads aimed at identifying, understanding, and translating their resourcing needs to financial forecastsDevelop ad hoc financial analysis value-added to decision-making and assessing business performanceRequirements5+ years’ experience with FP&A or strategic finance at a financial services firm or small to mid-size company with complex financial reporting and budgeting requirementsStrong proficiency in financial modeling and analysis, including expertise with Excel, forecasting software (Adaptive Insights preferred but not required), and BI toolsExperience working with modern accounting software and systems, preferably Quickbooks and WorkdayExperience with detailed budgeting including headcount and payroll forecasting; multi-entity consolidation and forecasting preferredBachelor's and/or advanced degree in Accounting or FinanceAdvanced quantitative and problem-solving skillsAbility to communicate effectively, including presenting ideas both in written presentations and to small groupsAbility to interact with senior management, peers, and professional staffAble to prioritize in a fast-moving, high-pressure, constantly changing environment; high sense of urgencyThe base salary range for this position is $140,000 to $175,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental, and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
“Friends of Voleon” Candidate Referral Program
If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please use this
form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the
Voleon Referral Bonus Program.
Equal Opportunity Employer
The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Vaccination Requirement
The Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine. This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicable law, proof of vaccination will be required as a condition of employment. This policy is part of Voleon’s ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts.
#LI-AW1
