Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
Addepar is seeking a proactive, analytically minded Senior Finance Planning & System Analyst to drive the modernization, automation, and scalability of our global finance function. In this role, you will play a central part in executing our broader Finance Transformation roadmap—evaluating legacy processes, redesigning driver-based planning logic, standardizing financial data architectures, and optimizing cross-functional workflows.
A primary focus of this position will be serving as our in-house Pigment Builder. You will act as the bridge between raw financial logic and scalable system architecture. You will be directly responsible for building, configuring, and maintaining Pigment items (such as blocks, metrics, transactions, applications, and dashboards) to streamline our budgeting, forecasting, and reporting processes. You will design, build, and deploy multidimensional applications, metrics, transaction lists, and executive dashboards in Pigment to replace offline spreadsheets and disconnected legacy tools. The ideal candidate pairs strong FP&A and accounting principles with hands-on systems architecture skills to bridge the gap between financial strategy and technological implementation.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
Pigment Development & System Architecture
- Model Building: Design, build, and configure multidimensional models, metrics, dimension lists, and transaction blocks to support budgeting, forecasting, and long-range planning.
- Item & Workflow Design: Create clean, scalable items (data views, metrics, calculated properties, line items) within Pigment to automate complex financial schedules (e.g., headcount planning, revenue recognition, capex, working capital).
- Integration & Maintenance: Collaborate with IT and Data Teams to maintain integrations between Pigment, ERP systems, CRM and other planning systems.
- Optimization: Audit existing Pigment architecture to improve calculation performance, simplify complexity, and maintain model scalability.
Financial Analysis & Business Partnering
- Financial Modeling: Translate complex business rules, accounting guidelines, and FP&A models into efficient formula logic.
- Variance & Driver Analysis: Build real-time variance analysis dashboards (Actual vs. Budget vs. Forecast) to enable fast business decision-making.
- Process Standardisation: Partner with FP&A stakeholders to standardize data structures, chart of accounts (COA) mappings, and driver assumptions across business units.
- Reporting & Dashboards: Design intuitive end-user dashboards and reporting packages within Pigment for executive leadership and department heads.
Who You Are
Technical Skills
- Pigment Expertise: Proven hands-on experience building, modeling, and configuring items within Pigment (or equivalent Anaplan / Adaptive Planning / Jedox platforms with a track record of transitioning to Pigment).
- FP&A / Accounting Core: Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow), US GAAP principles, variance reporting, and corporate FP&A workflows.
- Data & Excel Skills: Advanced proficiency in financial formula structures, relational data structures, multidimensional modeling concepts (dimensions, cubes, properties), and basic SQL or data transformation logic.
Professional Background
- Education: Bachelor’s degree in Finance, Accounting, Business Analytics, Information Systems, or a related field.
- Experience: 3+ years of experience in FP&A, Financial Modeling, or Financial Systems Administration (with direct experience building in cloud EPM/CPM platforms).
- Communication: Ability to translate complex finance requirements into technical model logic and explain system capabilities to non-technical business partners.
Key Competencies & Behaviors
- Architect Mindset: Thinks holistically about how individual metrics and data blocks interconnect across applications.
- Data Hygiene: Strong focus on data integrity, governance, and auditability within model structures.
- Problem Solver: Enjoys troubleshooting formula logic, identifying model bottlenecks, and optimizing workflows.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.
The range displayed on each job posting reflects the minimum and maximum target base salary for this role within Canada.
Compensation for this role includes base salary + bonus + equity + benefits.
Your recruiter can share more about the specific salary range during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.
Base Salary Range
$100,000—$125,000 CAD
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
