Betterment

About Betterment

Automated investing for confident financial futures

๐Ÿข Corporate, Management Consulting๐Ÿ‘ฅ 501-1000 employees๐Ÿ“… Founded 2008๐Ÿ“ Chelsea, New York, NY๐Ÿ’ฐ $335mโญ 3.66
FintechB2CCryptocurrencyBankingFinancial ServicesMobile

Key Highlights

  • Largest independent digital investment advisor in the U.S.
  • Raised $335 million in Series E funding
  • Over 700,000 customers using the platform
  • Offers 'Crypto Investing by Betterment' in partnership with Gemini

Betterment is the largest independent digital investment advisor in the U.S., providing automated investing and financial planning services through its app-based platform. Headquartered in Chelsea, New York, Betterment has raised $335 million in funding and serves over 700,000 customers, offering pe...

๐ŸŽ Benefits

Betterment offers a 401(k) match, equity grants, and comprehensive medical, dental, and vision coverage. Employees enjoy a robust parental leave polic...

๐ŸŒŸ Culture

Betterment fosters a data-driven culture that emphasizes innovation in fintech and personalized financial guidance. The company supports employee conn...

Overview

Betterment is seeking an FP&A Manager to facilitate corporate-level decision-making and guide financial planning. This role requires strong analytical skills and experience in financial processes.

Job Description

Who you are

You have a strong background in financial planning and analysis, ideally with 5+ years of experience in a similar role. You understand the intricacies of corporate finance and are adept at guiding decision-making processes through data-driven insights. Your analytical skills are complemented by your ability to communicate complex financial concepts clearly to stakeholders at all levels. You thrive in a collaborative environment and enjoy working closely with business leaders to project future financial outcomes. You are comfortable adapting to changing conditions and can pivot strategies as needed to support the organizationโ€™s goals. You are detail-oriented and have a knack for maintaining operating models that support effective financial planning.

Desirable

Experience with financial modeling and capital allocation decisions is a plus. Familiarity with financial wellness solutions or investment services can enhance your candidacy. You are proactive in identifying opportunities for process improvements and have a track record of implementing effective financial strategies.

What you'll do

As the FP&A Manager at Betterment, you will play a crucial role in the financial planning and analysis team. You will be responsible for maintaining the companyโ€™s operating model and providing forward-looking analysis to support business outcomes. Your insights will guide capital allocation decisions and help shape the financial strategy of the organization. You will collaborate with various departments to ensure that financial processes are scalable and effective. Your role will involve analyzing financial data, preparing reports, and presenting findings to senior management. You will also be expected to mentor junior analysts and contribute to the overall development of the FP&A team.

What we offer

Betterment offers a competitive salary and a comprehensive benefits package. You will have the opportunity to work in a hybrid environment, spending four days a week in the New York City office. The company culture emphasizes collaboration and innovation, and you will be part of a team that is dedicated to empowering individuals to build wealth with confidence. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.

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