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职位Interactive Brokers

Financial Planning & Analysis Manager

Interactive Brokers

Financial Planning & Analysis Manager

Interactive Brokers

Greenwich, CT

·

On-site

·

Full-time

·

1mo ago

福利待遇

Healthcare

401(k)

Equity

Remote Work

Meals

Learning

必备技能

Financial Analysis

Financial services knowledge

Critical Thinking

Research

Accounting standards

Team Leadership

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

This is Hybrid role (3 days in office /2 days remote)

Interactive Brokers is seeking a financial professional with critical thinking to join our finance team.

Position Overview

This position leads the financial planning and analysis (FP&A) team of two analysts and reports to the SVP of Finance. The department delivers data-driven insights to senior management for their use in evaluating the current and proposed business activities of the firm. You are expected to challenge the status quo and proposed strategic initiatives with sound research and analysis evaluated through both a logical and skeptical lens.

Key Responsibilities

Expert on the state of the industry by keeping current with the fast pace of global financial services

Prepare executive-level presentations on:

  • the state of the industry

  • our competitive positioning

  • new industry products and services

  • new entrants to the industry

  • Monitor key performance indicators (KPIs) and business metrics to track progress and be an early indicator of trends in our customer trading behavior

  • Conduct ad-hoc financial analysis to support strategic initiatives inclusive of investments in other companies.

  • Mentor and develop junior members of the FP&A team

Qualifications

10+ years of experience in financial services industry in a financial analysis team or an equity research team.

  • 2-5 years managing such team

  • Bachelor's degree required; CFA or CPA a plus

  • Independent and confident in the ability to research products, services, industries, and companies and fact check their results

  • Competency in digesting financial statements through strong knowledge of accounting standards

  • Thrives in a fast-paced, dynamic environment.

What We Offer

  • Competitive salary, annual performance-based bonus and stock grant

  • Retirement plan 401(k) with competitive company match

  • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium.

  • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)

  • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack

  • Corporate events including team outings, dinners, volunteer activities and company sports teams

  • Education reimbursement and learning opportunities

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关于Interactive Brokers

Interactive Brokers

Multinational brokerage company.

1,001-5,000

员工数

Greenwich

总部位置

$6.8B

企业估值

评价

3.8

10条评价

工作生活平衡

2.5

薪酬

3.5

企业文化

4.0

职业发展

3.2

管理层

2.8

65%

推荐给朋友

优点

Flexible hours and good benefits

High salary and bonuses

Supportive colleagues and collaborative environment

缺点

High workload and long hours

Demanding and overwhelming work environment

Unresponsive management

薪资范围

11个数据点

Junior/L3

L3

L6

Junior/L3 · Data Scientist

0份报告

$280,000

年薪总额

基本工资

$220,000

股票

$30,000

奖金

$30,000

$238,000

$322,000

面试经验

4次面试

难度

2.5

/ 5

时长

14-28周

录用率

25%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

Recruiter Screen

3

Technical Phone Screen

4

Onsite/Virtual Interviews

5

Offer

常见问题

Coding/Algorithm

Technical Knowledge

Behavioral/STAR

Past Experience

Culture Fit