Associate Director, Finance Manager
New York, NY
Full Time
Mid Level
Who We Are
Derivative Path is an award-winning firm providing financial technology and advisory solutions firm that empowers regional and community banks, private equity firms, and corporate clients to access capital markets. Launched in 2013, the Company is solving complex interest rate, foreign exchange, and commodity transactions through an all-in-one platform that democratizes access to the capital and liquidity of Wall Street firms, leveling the playing field between major banks and thousands of community and regional banks, credit unions, private equity firms, and commercial end-users in a way that no other firm has. Its single, intuitive dashboard helps firms manage risk and enhance workflows while delivering better transparency, hedging capabilities, risk management, and operating efficiency.
With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 100+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.
The Opportunity
We are looking for a detail-oriented and strategically minded Finance Manager. The Finance Manager's core responsibilities include preparing monthly financial statements and Board package, day-to-day accounting, and overseeing AR and AP. As a Finance Manager, you will also be responsible for managing the audit and tax relationships and leading parts of the FP&A process, including annual budgeting.
To be successful as a Finance Manager, you should have strong analytical, organizational, and problem-solving skills and be able to present financial information and models in a concise and easily comprehensible manner.
What You'll Do
This position offers a base salary range of $115,000 - $145,000, along with the opportunity to earn a discretionary target bonus of 15% - 25% and stock options grants. When determining your overall compensation package, we will consider your specific skills, relevant experience, and geographic location.
Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, 401k contribution, flexible spend accounts, and a generous paid time off policy.
Derivative Path is an award-winning firm providing financial technology and advisory solutions firm that empowers regional and community banks, private equity firms, and corporate clients to access capital markets. Launched in 2013, the Company is solving complex interest rate, foreign exchange, and commodity transactions through an all-in-one platform that democratizes access to the capital and liquidity of Wall Street firms, leveling the playing field between major banks and thousands of community and regional banks, credit unions, private equity firms, and commercial end-users in a way that no other firm has. Its single, intuitive dashboard helps firms manage risk and enhance workflows while delivering better transparency, hedging capabilities, risk management, and operating efficiency.
With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 100+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.
The Opportunity
We are looking for a detail-oriented and strategically minded Finance Manager. The Finance Manager's core responsibilities include preparing monthly financial statements and Board package, day-to-day accounting, and overseeing AR and AP. As a Finance Manager, you will also be responsible for managing the audit and tax relationships and leading parts of the FP&A process, including annual budgeting.
To be successful as a Finance Manager, you should have strong analytical, organizational, and problem-solving skills and be able to present financial information and models in a concise and easily comprehensible manner.
What You'll Do
- Monthly financial and board reporting
- Day-to-day bookkeeping
- Manage AP and AR process
- Periodic local and state tax filings and remittances
- Lead auditor and tax relationships
- Support budgeting process and FP&A reporting tasks
- Manage inhouse and outsourced accountants, as needed
- Limited treasury functions
- Maintain employee commission records
- Research technical accounting matters
- 2+ years of direct experience and total accounting experience of 4-6 years
- Bachelor's degree in finance, accounting, or a related field
- Certified Public Accountant
- Experience at a VC or PE-backed company
- Highly proficiency in Excel, PowerPoint, Netsuite and Bill.com
- Experience with financial reporting of multiple subsidiaries with multiple business units
- Experience with AR and AP process
- Ability to present financial information to a non-financial audience
- Strong organizational and multitasking skills
- Excellent communication, interpersonal, and presentation skills
- Detail-oriented and able to perform in a high-pressure environment
- Strong analytical thinking and problem-solving skills
- This is a hybrid role based out of our Midtown East (NYC) office at least 4 days a week.
This position offers a base salary range of $115,000 - $145,000, along with the opportunity to earn a discretionary target bonus of 15% - 25% and stock options grants. When determining your overall compensation package, we will consider your specific skills, relevant experience, and geographic location.
Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, 401k contribution, flexible spend accounts, and a generous paid time off policy.
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