Finance and Strategy Lead

About Knot Knot's mission is to empower consumers and businesses alike with connected merchant and banking experiences. Knot is like "Plaid for merchant connectivity." We are building the platform connecting merchants to the many applications that consumers and businesses interact with every day. Our flagship product allows consumers to instantly update & manage their cards on file with online merchant accounts (e.g. Netflix or PayPal). We are building many new products on top of our novel merchant connectivity platform and we hope you choose to come build them with us! Founded in 2021, Knot was founded by two brothers - Rory and Kieran O'Reilly - and today powers connected online payment experiences for hundreds of thousands of consumers. Companies like American Express, Current, BILT, and Step choose to embed Knot's SDK in their apps to power best-in-class experiences for their customers. Knot is proudly backed by a select group of investors, including Nava Ventures, 8VC, American Express, Plaid, and co-founders & CEOs of prominent companies like Twitter, Warby Parker, Allbirds, Casper, Intercom, Deel, Italic, DraftKings, and many more, along with Lydia Jett of SoftBank Group. Working at Knot We're a world-class team hailing from all over the globe with the vast majority of the company in engineering roles. We are looking to further solidify our presence in NYC to be at the heart of the financial services ecosystem. Our team is relentlessly focused on building for our customers and every member of the financial services ecosystem. We take our work seriously and have fun while doing it. Both are equally important. What you'll do Build and support highly visible recurring deliverables including month-end reporting and financial forecasts Partner with CEO to maintain the P&L and related materials for quarterly board meetings, while being accountable for core financial assumptions, quality, timeliness, and accuracy Track and report revenue earned vs. revenue owed Manage billing and invoicing processes to collect on revenue from customers Prepare detailed financial materials for fundraising efforts Handle tax-related responsibilities Develop and update models projecting financials for the business over short and long-term timeframes Perform ad-hoc analyses to refine strategic pricing strategies for existing and new products Develop the FP&A function as a core, high impact, and trusted function at the company What you'll need to get the job done 3-5 years of relevant experience in investment banking, FP&A, business finance, or private equity experience. Strong understanding of financial statements (P&L, balance sheet, cash flow) and GAAP principles Exceptional analytical skills, with the ability to interpret complex financial data and make informed decisions rapidly Advanced skills in Excel or Google Sheets and its use for financial analysis, planning, and reporting. Ability to multitask and maintain a high level of performance under tight timelines Familiarity with tax filings and compliance High attention to detail, pride in your work quality, and emphasis on always being a truth-seeker Low ego and a hunger to get involved in more than one area What we offer Interesting and challenging work Competitive base salary + generous early employee equity + benefits 100% medical, dental, and vision insurance coverage for you and your dependents (U.S.) Unlimited PTO Parental leave Beautiful NYC office in the heart of Flatiron

Created: 2024-10-19