NYSE

Financial Planning and Analysis

• Lead NYSHEX’s Financial Planning & Analysis function, owning financial modeling, forecasting, scenario planning, and investment analysis.
• Partner with the COO and CEO to guide strategic financial decisions across pricing, resource allocation, organizational design, and long-term planning.
• Establish and run the company-wide budgeting and planning process.
• Drive and develop automated dashboards and reports on KPIs, ensuring leadership has real-time financial clarity.
• Support investor relations efforts, including board meeting preparation and fundraising readiness.
• Evaluate financial risks and opportunities; recommend mitigation actions and optimization levers.
• Manage the company’s capitalization table.
• Partner cross-functionally with Product, Engineering, Commercial, and Operations teams to support financial alignment and resource planning.
• Oversee financial controls, processes, and policies to ensure accuracy, discipline, and scalability.
• Provide mentorship and oversight to our bookkeeping and accounting support structure.

Director of Finance, FP&A

Bookkeeper

• Manage day-to-day bookkeeping activities including accounts payable, accounts receivable, invoice processing, and expense tracking.
• Maintain accurate and timely financial records in our accounting systems.
• Prepare basic reconciliations for bank accounts, credit cards, and vendor statements.
• Assist with month-end close tasks including data validation, journal entries, and documentation preparation.
• Organize and maintain financial documentation for audits and compliance.
• Support vendor setup, payments, and internal inquiries.
• Work with the COO and Director of Finance to ensure smooth financial operations across global teams.
• Identify opportunities to streamline financial processes and improve accuracy.

Director of Finance, FP&A

Part-Time Bookkeeper