FP&A Analyst

Whitecap Search is seeking a talented individual to join a leading quantitative investment management and trading firm. The company applies a scientific approach to investing, combining cutting-edge technology, artificial intelligence, data science, and quantitative research with rigorous human inquiry to capitalize on market opportunities and deliver alpha for investors.

Our team of engineers, quantitative researchers, and data scientists looks beyond the traditional to test hypotheses and develop creative solutions to some of the world's most complex economic problems.

Function

The Financial Planning & Analysis team provides decision support across a range of critical initiatives, with a focus on financial modeling, statistical analysis, and business informatics. The work uses a combination of AI tools, engineering resources, and data to provide transparency, evaluate business drivers, and quantify impacts to the firm in real time. This position offers the opportunity to build and influence the growth and strategy of the firm through insightful, data-driven dashboards and analyses.

Responsibilities

• Financial Reporting & Planning
  • Partner with key team members to drive the annual financial planning process, annual projections, and monthly reporting across all businesses and functions.
  • Build and maintain financial reports and dashboards dedicated to the business and health of the firm, using AI-powered development platforms, databases, and frontend applications.
  • Build and maintain analytics tooling to accurately model business scenarios and outcomes.
  • Support the firmwide expense charge-out framework.
• Data Management
  • Refactor and migrate reporting workflows into scalable SQL-based models to support and enhance existing data feeds and optimize financial reporting capabilities.
  • Coordinate with engineering teams on sourcing and validating data for reporting.
  • Establish and maintain data governance and management frameworks to ensure consistency, accuracy, and reliability of financial data.

Requirements

You should possess the following qualifications:

• 1-5 years of work experience.
• Bachelor's degree in a quantitative field such as Finance, Mathematics, Statistics, Computer Science, Engineering, Accounting, Economics, or equivalent experience.
• Excellent communication and presentation skills.
• Collaborative, resourceful, and experienced with project management.
• Experience with AI-assisted development tools and data management practices to build financial dashboards and streamline processes.
• SQL experience required (BigQuery preferred); Python, dbt, and Git experience is a plus.
• Front-end development (e.g., React) to support the design of dashboards and reporting tools (e.g., Tableau) is a plus.

Benefits

• Core Benefits: Fully paid medical and dental insurance premiums for employees and dependents, competitive 401k match, employer-paid life & disability insurance.
• Perks: Onsite gyms with laundry service, wellness activities, casual dress, snacks, game rooms.
• Learning: Tuition reimbursement, conference and training sponsorship.
• Time Off: Generous vacation and unlimited sick days, competitive paid caregiver leaves.
• Hybrid Work Policy: Flexible in-office days with budget for home office setup.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted guarantee of certain compensation package for position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.