Bitwise Asset Management
Financial Planning & Analysis (FP&A) Lead
Bitwise Asset Management, San Francisco, California, United States, 94199
Financial Planning & Analysis (FP&A) Lead
Bitwise Asset Management is seeking a creative, analytical, and driven Strategic Finance and FP&A Lead to oversee financial planning, reporting, and strategic finance. This role will be instrumental in leading the budgeting and forecasting process, building financial models, and partnering with teams across the company to deliver insights that drive better business decisions. The role involves building tools that enhance decision-making, implementing systems that improve reporting efficiency, and adding scalability to the finance function. Success requires strong technical and organizational skills, excellent communication, financial services experience, and the ability to work effectively across teams. Primary Responsibilities
Lead the annual budgeting, quarterly forecasting, long-range planning, and rolling outlook processes in coordination with stakeholders across the business Support, enhance, and deliver monthly reporting packages, including flashes, board reporting, and KPI dashboards Conduct variance analysis and performance tracking against budget and forecast, highlighting key drivers of results Identify opportunities to streamline and improve FP&A processes, reporting workflows, and tools Own or contribute to the implementation and optimization of financial systems and tools (e.g., NetSuite, Excel-based models, AI, BI tools) Build and maintain dynamic financial models to evaluate new product launches, strategic initiatives, and operational scenarios Provide insights and recommendations on resource allocation, profitability, and long-term value creation Present findings and recommendations in a clear, data-driven way to senior leadership, board members, and investors Collaborate with cross-functional teams (e.g., Sales, Marketing, Product, Operations, HR, and Accounting) to support business planning and performance tracking Serve as a trusted advisor by providing financial expertise, guidance, and actionable insights that align financial goals with business objectives Develop strong relationships with business leaders to ensure accountability and informed decision-making Role Requirements
7–10 years of experience in FP&A, investment banking, strategic finance, or a similarly analytical role Background in asset management, broker-dealer, or financial services required Excellent grasp of financial statements and accounting principles, with the ability to connect operational drivers to financial outcomes Exceptional financial modeling and Excel skills, with the ability to build clean, dynamic models from scratch Proficient in financial systems such as NetSuite (preferred), and BI tools like Tableau or Mode, or Power BI; SQL a plus Experience running budgeting, forecasting, planning, and monthly close/reporting cycles Bachelor's degree in accounting, business, finance or other related major, strongly preferred Creative and analytical thinker who can break down complex business problems and structure solutions through models Strong communicator who can distill data into insights and explain financial concepts clearly to cross-functional teams Highly detail-oriented, organized, and accountable, with a strong sense of ownership and follow-through Comfortable working in a fast-paced, evolving environment and willing to roll up their sleeves to get things done What We Offer
Compensation: $175,000-$200,000 salary Equity compensation as a component of all offers Health insurance, including dental and vision plans Health, Dependent Care, and Commuter Flexible Spending Accounts Paid Parental Leave Life insurance; short- and long-term disability plans Company funded 401(k) plan, no matching required Unlimited PTO 10 paid company-wide holidays Office spaces in San Francisco and New York Meals and snacks provided in the office Paid company cell phone Bitwise “Buddy” program (30-day new-hire success program) Annual birthday and anniversary gifts Company-wide events including the annual holiday party Internal Women of Bitwise group with fun events Equal Opportunity
Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. All candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected characteristics. Compensation
The 2025 annual salary and bonus range for this role is $175,000 to $200,000. Final compensation will be determined by considering a range of factors, including the candidate's experience, skills, and qualifications.
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Bitwise Asset Management is seeking a creative, analytical, and driven Strategic Finance and FP&A Lead to oversee financial planning, reporting, and strategic finance. This role will be instrumental in leading the budgeting and forecasting process, building financial models, and partnering with teams across the company to deliver insights that drive better business decisions. The role involves building tools that enhance decision-making, implementing systems that improve reporting efficiency, and adding scalability to the finance function. Success requires strong technical and organizational skills, excellent communication, financial services experience, and the ability to work effectively across teams. Primary Responsibilities
Lead the annual budgeting, quarterly forecasting, long-range planning, and rolling outlook processes in coordination with stakeholders across the business Support, enhance, and deliver monthly reporting packages, including flashes, board reporting, and KPI dashboards Conduct variance analysis and performance tracking against budget and forecast, highlighting key drivers of results Identify opportunities to streamline and improve FP&A processes, reporting workflows, and tools Own or contribute to the implementation and optimization of financial systems and tools (e.g., NetSuite, Excel-based models, AI, BI tools) Build and maintain dynamic financial models to evaluate new product launches, strategic initiatives, and operational scenarios Provide insights and recommendations on resource allocation, profitability, and long-term value creation Present findings and recommendations in a clear, data-driven way to senior leadership, board members, and investors Collaborate with cross-functional teams (e.g., Sales, Marketing, Product, Operations, HR, and Accounting) to support business planning and performance tracking Serve as a trusted advisor by providing financial expertise, guidance, and actionable insights that align financial goals with business objectives Develop strong relationships with business leaders to ensure accountability and informed decision-making Role Requirements
7–10 years of experience in FP&A, investment banking, strategic finance, or a similarly analytical role Background in asset management, broker-dealer, or financial services required Excellent grasp of financial statements and accounting principles, with the ability to connect operational drivers to financial outcomes Exceptional financial modeling and Excel skills, with the ability to build clean, dynamic models from scratch Proficient in financial systems such as NetSuite (preferred), and BI tools like Tableau or Mode, or Power BI; SQL a plus Experience running budgeting, forecasting, planning, and monthly close/reporting cycles Bachelor's degree in accounting, business, finance or other related major, strongly preferred Creative and analytical thinker who can break down complex business problems and structure solutions through models Strong communicator who can distill data into insights and explain financial concepts clearly to cross-functional teams Highly detail-oriented, organized, and accountable, with a strong sense of ownership and follow-through Comfortable working in a fast-paced, evolving environment and willing to roll up their sleeves to get things done What We Offer
Compensation: $175,000-$200,000 salary Equity compensation as a component of all offers Health insurance, including dental and vision plans Health, Dependent Care, and Commuter Flexible Spending Accounts Paid Parental Leave Life insurance; short- and long-term disability plans Company funded 401(k) plan, no matching required Unlimited PTO 10 paid company-wide holidays Office spaces in San Francisco and New York Meals and snacks provided in the office Paid company cell phone Bitwise “Buddy” program (30-day new-hire success program) Annual birthday and anniversary gifts Company-wide events including the annual holiday party Internal Women of Bitwise group with fun events Equal Opportunity
Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. All candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected characteristics. Compensation
The 2025 annual salary and bonus range for this role is $175,000 to $200,000. Final compensation will be determined by considering a range of factors, including the candidate's experience, skills, and qualifications.
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