The role
As Financial Analyst, you will be a key player in Pipe's Finance team, operating in a hybrid Capital Markets and Financial Planning & Analysis (FP&A) role to scale the funding sources for Pipe and ensure continued financial discipline. You will support the company's funding strategy by preparing marketing materials, work closely with investors and lenders, and manage the operations and reporting of our funding sources. You will drive business performance by developing financial models, track operating expenses (OpEx), and measure performance against strategic goals. You should be comfortable with all aspects of financial and data analysis as well as provide concise written and oral summaries of your findings to stakeholders across the organization, including C-Suite leadership. You should be AI-native, and leverage all the tools at your disposal to improve efficiency and quality.
Responsibilities
- Manage relationships with new and existing investors and lenders
- Develop and maintain robust financial and operating models to support strategic planning, forecasting, and resource allocation
- Track and analyze operating expenses, key financial metrics, and strategic goals, and provide detailed analysis and commentary on performance-to-plan
- Support operational needs for existing funding deals, including cash management and allocation of originations to facilities
- Produce periodic reporting and monitor facilities, including develop requirements for automation to improve efficiencies and reduce operational and forecast financial risk
- Analyze and manage allocation of assets across multiple funding channels to optimize funding efficiency and liquidity availability
- Support short-term liquidity forecasting and monitoring to ensure adequate funding availability across funding facilities and corporate treasury accounts
- Support treasury operations including liquidity management, cash positioning, and coordinate fund movements between corporate accounts, funding facilities, and partner payment flows
- Manage and validate funding data pipelines including funding tapes, facility eligibility datasets, and reconciliation of asset-level data used in reporting and borrowing base calculations
- Collaborate with Product, Underwriting/Risk, Finance, Engineering, and Legal to maintain and improve funding program design, data pipelines, and operational workflows supporting capital markets and FP&A processes
What We Value
- 2+ years of investment banking or fixed income sales/trading/structuring (or similar), ideally in structured finance or securitization teams
- Experience working in an autonomous, fast-paced environment with a track record of manage competing priorities and consistently meet deadlines
- Experience produce excellent reporting
- Consistent track record of attention to detail, ability to grasp new concepts quickly, and take ownership of your work
- Consistent and novel use of AI tools to advance the Finance discipline
- Given we are a fully remote company, we value a high level of independence and maturity in all of our team members
Qualifications
- Bachelor's degree
- Proficiency in Excel and AI tools
- Commercial approach to structure, market, and sell financial products
- Understanding of financial concepts and accounting principles
- Good working knowledge of Looker, SQL, or similar
- Strong written and verbal communication skills
- Strong organizational and prioritization skills
- Ability to harness financial data to inform decisions
Compensation and Benefits
- We believe in taking care of our employees. We want you to feel like an owner and that will be reflected in your salary, equity, and benefits.
- As a Pipe employee, you'll receive:
- The best equipment to help you do your job - computers, monitors, desks, chairs, headphones, speakers, webcams, keyboards, mice, and more
- Flexible vacation and work hours - we believe in a healthy work-life balance (really!)
- Excellent health, dental, and vision insurance
- Generous parental leave for anyone growing their family, regardless of gender
- Great colleagues - we value a culture of authenticity, humility, and excellence
The annual US base salary range for this role is $120,000 - $145,000. This salary range may be inclusive of several career levels at Pipe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location.
