• Manage trade confirmations, settlements, and lifecycle events across multiple asset classes. • Oversee wallet, custodian, and digital asset operational processes. • Perform daily booking and reconciliation of securities positions, cash balances, and P&L across internal systems. • Investigate and resolve trade breaks, settlement issues, and operational discrepancies with counterparties and custodians. • Support operational controls relating to treasury, trading, and digital asset activities. • Assist with audit requests, confirmations, and supporting documentation. • Prepare daily, weekly, and monthly operational reporting. • Build, enhance, and maintain operational workflows, internal tooling, and automation processes. • Identify opportunities for process optimisation and operational scalability. • Create and maintain technical documentation, procedures, and user guides. • Ensure adherence to internal controls, policies, and applicable regulatory requirements.

• Manage trade confirmations, settlements, and lifecycle events across multiple asset classes. • Oversee wallet, custodian, and digital asset operational processes. • Perform daily booking and reconciliation of securities positions, cash balances, and P&L across internal systems. • Investigate and resolve trade breaks, settlement issues, and operational discrepancies with counterparties and custodians. • Support operational controls relating to treasury, trading, and digital asset activities. • Assist with audit requests, confirmations, and supporting documentation. • Prepare daily, weekly, and monthly operational reporting. • Build, enhance, and maintain operational workflows, internal tooling, and automation processes. • Identify opportunities for process optimisation and operational scalability. • Create and maintain technical documentation, procedures, and user guides. • Ensure adherence to internal controls, policies, and applicable regulatory requirements.

Role Description We are looking for a versatile Financial Analyst to play a key role in our growing finance team. This is a high-impact position that touches all aspects of our business, including supporting aspects of our accounting function and actively building out our Financial Planning & Analysis (FP&A) capabilities. The ideal candidate combines a solid understanding of trading markets with the technical ability to automate workflows and simplify the analysis of complex data inputs and trends. This role requires availability during U.S. Eastern Time market hours. Main office is located in Boca Raton, FL with an additional office in Jersey City, NJ. Team members will be remote, located in both East and West States. Key Responsibilities - FP&A Strategy & Development: - Assist in driving the FP&A function across the business by developing scalable financial models. - Establish and track KPIs (e.g., LTV, CAC). - Provide actionable insights to department heads. - Month-End Close Support: - Partner with the accounting team to ensure a timely and accurate close. - Reconcile balance sheet movements. - Prepare journal entries. - Perform variance analysis against forecasts. - Process Automation: - Use light programming (Python, SQL, or VBA) to automate repetitive data extraction and reporting tasks. - Improve the speed and accuracy of financial outputs. - Budgeting & Forecasting: - Help create an annual budgeting and monthly forecasting process. - Work cross-functionally to gather data and define driver-based models. - Trading & Market Analysis: - Monitor trading activities and market trends to provide context for financial performance. - Support strategic investment decisions. - Ad-Hoc Business Support: - Tackle special projects across the organization. - Conduct cost-benefit analyses and deep-dive reports for senior leadership. Qualifications - Experience: 2-3 years of professional experience in finance, preferably in a fintech or high-growth environment. - Education: Bachelor’s degree in Finance, Accounting, Economics, or a technical field (Computer Science/Engineering). - Technical Proficiency: Strong system skills with advanced Excel (modeling, macros) and data visualization tools (Power BI). - Programming: Foundational skills in Python (for data manipulation) or SQL (for large dataset querying) are highly preferred. - Knowledge: Familiarity with trading principles, financial markets, and standard accounting practices (GAAP). - Soft Skills: A "self-starter" mentality with the ability to manage multiple priorities in a fast-paced setting and communicate complex data to non-finance stakeholders. Requirements - The expected base salary range for this role is $75,000–$90,000, plus eligibility for a discretionary bonus. - Actual compensation will depend on experience, skills, and qualifications.

Role Description The FP&A Analyst will support the FP&A team with financial planning, forecasting, and performance analysis across the organization. This role will partner closely with Sales, Accounting, and cross-functional teams to develop budgets, maintain financial models, and deliver insights that drive informed business decisions. The position will support annual budgeting and monthly forecasts, analyze revenue and expense trends, provide variance analysis, and assist with sales in bookings and revenue forecasting. This role will also contribute to improving reporting processes, data accuracy, and financial tools. Essential Job Functions “What You’ll Do” - Financial Planning & Forecasting - Support the annual budgeting process and monthly forecasting cycles - Develop and maintain financial models to support expense planning and forecasting - Work with RevOps to build and maintain sales capacity and headcount models to support hiring plans, coverage analysis, and productivity ramp assumptions - Reporting & Analysis - Analyze revenue and expense trends, customer metrics, and key operational drivers - Analyze variances between actual results and forecasts/budgets, providing actionable insights - Work closely with Accounting team to provide any FP&A support necessary during the monthly close process, helping with the timeliness and accuracy of financial reporting - Support ad hoc financial analysis and strategic initiatives as needed - Sales & Revenue Support - Partner with Sales Leadership to support bookings and revenue planning and forecasting, incorporating pipeline data and historical trends - Support sales performance tracking against targets and assist to provide reporting and insights on key drivers - Work on scenario modeling to help evaluate sales strategies, and go-to-market initiatives - Support sales compensation plan design, including the structure, formatting, and documentation of comp plan frameworks in partnership with Sales Leadership, RevOps, and HR - Cross-Functional Collaboration - Work closely with Accounting, Sales, and other business units to ensure alignment between financial plans and operational performance - Assist in improving forecasting processes, tools, and data accuracy - Contribute to process automation and reporting enhancements Qualifications - Bachelor’s degree in Accounting, Finance, or related field - 5 - 7 years of experience in financial planning and analysis, or similar analytical role - Familiarity with Salesforce (highly preferred), NetSuite and other financial/revenue reporting tools - Strong financial acumen and business insight - Advanced Microsoft Excel skills, including financial modeling, data analysis, and reporting - Excellent analytical, problem-solving, and communication skills - Highly organized, detail-oriented, able to meet deadlines and manage multiple initiatives simultaneously - Adaptable team player with a positive attitude and effective interpersonal skills with an ability to work cross-functionally - Experience partnering with stakeholders across regions, including supporting cross-border teams, is a plus Benefits - Paid time off - Medical provided through HMO - Life Insurance - Peer-Appreciation Program - Employee Referral Program - A fast-paced, innovative culture with an open and collaborative environment, where you can make an impact - Join a great organization that cares about employees Company Description DemandScience is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.