Talent.com
Financial Planning & Analysis (FP&A) Lead

Financial Planning & Analysis (FP&A) Lead

Bitwise InvestmentsSan Francisco, CA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Overview

It’s rare that a new asset class is born. Nevertheless, we’re witnessing exactly that with the rise of crypto. Over just the last few years, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few years.

This is an exciting moment for Bitwise as a firm. For seven years, we have established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, staking solutions, and hedge fund strategies. This year, we crossed $12B in client assets and are growing quickly. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. We are known for providing unparalleled client support through expert research and commentary, a nationwide client team of crypto specialists, and deep access to the crypto ecosystem.

Currently, Bitwise is a close-knit team of 90+ professionals. Think of us as a mix of an asset manager and a tech start-up. We’re backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we’re excited about what’s ahead.

We are 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.

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.

Qualifications

  • 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
  • Salary range note : The 2025 annual salary and bonus range is $175,000 to $200,000. Final compensation will be determined by experience, skills, and qualifications.
  • Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. It is the policy of Bitwise to ensure equal opportunity. 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.

    #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Financial Planning • San Francisco, CA, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Planning & Analysis (FP&A) Lead

    Financial Planning & Analysis (FP&A) Lead

    Bitwise Asset ManagementSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Financial Planning & Analysis (FP&A) Lead.It's rare that a new asset class is born.Nevertheless, we're witnessing exactly that with the rise of crypto. Over just the last few years, crypto has evolv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director of Financial Planning & Analysis – Design Entities

    Director of Financial Planning & Analysis – Design Entities

    DPR ConstructionRedwood City, CA, United States
    serp_jobs.job_card.full_time
    DPR Construction is rapidly growing their ability to design and engineer the work that DPR and its prefabrication groups perform. Our engineering firm, GPLA, is a leading firm in the field of struct...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sr. Financial Planning & Analysis Manager

    Sr. Financial Planning & Analysis Manager

    Calyxo USA IncPleasanton, CA, United States
    serp_jobs.job_card.full_time
    The company was founded in 2016 to address the profound need for improved kidney stone treatment.Kidney stone disease is a common, painful condition that consumes vast amounts of healthcare resourc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Manager, Financial Planning & Analysis

    Manager, Financial Planning & Analysis

    Tailored BrandsDublin, CA, US
    serp_jobs.job_card.full_time
    We operate retail stores in all 50 states and Canada.Bank, Men's Wearhouse and Tux, and K&G Fashion.Our Canadian stores are operated under the brand name of Moores in ten provinces.Our purpose is t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FP&A Manager

    FP&A Manager

    Bio-Rad LaboratoriesHercules, CA, United States
    serp_jobs.job_card.temporary
    As the FP&A Manager will provide financial direction, guidance, oversight, and support for all Clinical Diagnostic Group (CDG) and Life Science Group (LSG) FP&A activities.You will have ownership o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Financial Planning & Analysis Manager

    Sr. Financial Planning & Analysis Manager

    Calyxo, Inc.Pleasanton, California, United States
    serp_jobs.job_card.full_time
    The company was founded in 2016 to address the profound need for improved kidney stone treatment.Kidney stone disease is a common, painful condition that consumes vast amounts of healthcare resourc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Founding FP&A Manager

    Founding FP&A Manager

    Giga EnergySan Francisco, CA, US
    serp_jobs.job_card.full_time
    Giga builds the electrical infrastructure that powers the modern world.We manufacture transformers, switchboards, and modular data centers for customers across the United States and the globe.Toget...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Financial Planning & Analysis Manager - Pleasanton, CA

    Sr. Financial Planning & Analysis Manager - Pleasanton, CA

    CalyxoPleasanton, CA, US
    serp_jobs.job_card.full_time
    Financial Planning & Analysis Manager - Pleasanton, CA.The company was founded in 2016 to address the profound need for improved kidney stone treatment. Kidney stone disease is a common, painful con...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Planning & Analysis (FP&A) Manager

    Financial Planning & Analysis (FP&A) Manager

    WheelSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Job Title : Financial Planning & Analysis Manager.Location : Remote US, with preferred locations in the Bay Area, CA, Seattle, WA, Austin, TX, Atlanta, GA, Boston, MA, Chicago, IL and New York.Wheel ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FP&A Analyst

    FP&A Analyst

    Nirvana InsuranceSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Nirvana is on a mission to harness the power of data to revolutionize commercial insurance and enable a safer world.We are bringing much-needed innovation into the legacy, trillion-dollar commercia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FP&A Manager II

    FP&A Manager II

    Bio-Rad LaboratoriesHercules, CA, United States
    serp_jobs.job_card.full_time
    As an FP&A Manager, you will be a key player in shaping the company's financial strategy.Supporting the Associate Director of FP&A, you'll handle global FP&A activities, including the monthly finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Head of Financial Planning & Analysis

    Head of Financial Planning & Analysis

    ZipRecruiterPalo Alto, CA, United States
    serp_jobs.job_card.full_time
    Job DescriptionJob Description.At Children’s Health Council, we believe in the promise and potential of every child, teen and adult. Our mission is to transform lives by providing culturally respons...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director of Financial Planning & Analysis – Design Entities

    Director of Financial Planning & Analysis – Design Entities

    GPLA Structural Engineers and BuildersSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Director of Financial Planning & Analysis – Design Entities.DPR Construction is rapidly growing their ability to design and engineer the work that DPR and its prefabrication groups perform.Our engi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Financial Planning & Analysis (FP&A)

    Senior Financial Planning & Analysis (FP&A)

    PicarroSanta Clara, CA, United States
    serp_jobs.job_card.full_time
    Senior Financial Analyst - FP&A.Location : Santa Clara, CA (On-site 4 days a week, hybrid allowd 1 day a week).At Picarro, we are revolutionizing the way industries and governments monitor air quali...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director of Financial Planning & Analysis Design Entities

    Director of Financial Planning & Analysis Design Entities

    DPR ConstructionRedwood City, CA, US
    serp_jobs.job_card.full_time
    Director Of Financial Planning & Analysis Design Entities.DPR Construction is rapidly growing their ability to design and engineer the work that DPR and its prefabrication groups perform.Our engin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    FP&A Analyst

    FP&A Analyst

    WealthfrontPalo Alto, CA, US
    serp_jobs.job_card.full_time
    Wealthfront is looking for a junior FP&A Analyst, who will report directly to the Senior Director of Finance.This is an excellent opportunity for a collaborative individual who is eager to learn an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director, Financial Planning and Analysis

    Director, Financial Planning and Analysis

    Ross StoresDublin, CA, US
    serp_jobs.job_card.full_time
    Director of Financial Planning & Analysis (Fpa).Our values start with our people, join a team that values you! Bring your talents to Ross, our leading off-price retail chain with over 2,100 stores,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FP&A Analyst

    FP&A Analyst

    Electric HydrogenSan Jose, CA, US
    serp_jobs.job_card.full_time
    Electric Hydrogen's mission is to make molecules to decarbonize our world! Our outstanding people are our most important asset and will allow us to deliver hydrogen from renewable electrolysis for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30