Strategic Finance Associate

Boston, MA, United States

Here at Hometap, we’re collaborative, passionate, and always ready to roll up our sleeves to create solutions that help people get more out of homeownership — and out of life. Our first product, a home equity investment, gives homeowners the opportunity to quickly access the equity they’ve built in their home to pay for what’s most important to them, from handling debt to finally making much-needed renovations, without taking on debt.

We work hard, and have some fun along the way, too. You don’t have to take our word for it: The Boston Globe and Comparably have recognized us as a great place to work, and we’ve been honored for our commitment to innovation in the fintech space by BostInno , HousingWire , and more!

In case you need any more convincing, we also provide competitive compensation, healthcare coverage, unlimited PTO, a generous share package, and a strong culture with plenty of opportunities for team-building and camaraderie.

Interested in joining us on our mission to make homeownership less stressful and more accessible? We’d love to talk.

The Hometap Finance team is focused on contributing to the growth and success of Hometap Equity Partners, and its associated investment vehicles, through accurate, timely and insightful financial reporting, analysis, and modeling; serving as a collaborative, trusted business partner to internal stakeholders to promote efficiency and scalability; working with prospective and current capital partners to deliver an A+ experience; and using data-driven insights to inform financial and operational decisions across the organization.

Finance is organized into three collaborative verticals, including, Accounting, Capital MarketsOperations, and Strategic Finance. Our Strategic Finance Associate will report to the Director of Strategic Finance and work closely with Finance, Capital Markets, Investor Product / Product Strategy, Data Science, and others to help develop, prioritize, and execute against our roadmap.

Community is at the core of what we do at Hometap. While this role is fully remote, we're prioritizing candidates who are located in the Northeastern US and will be available to come to our Boston office occasionally for work sessions and events. If you feel you fit this category, we look forward to hearing from you!

Who you are: Someone with 3+ years of relatable experience in investment banking, private equity / hedge funds, or management consulting; ideally with additional experience at a high-growth operating company. Experience with FinTech and/or FIG is a plus

You have the ability to successfully operate in a fast-paced dynamic environment experiencing growth and expansion

Are comfortable in a cross-functional, collaborative team setting

Strong analytical and financial modeling skills

Knowledge of financial markets and an understanding of how we fit into the larger FinTech universe

Excellent communicator with very strong presentation skills

Prioritize attention to detail

What you’ll do: Integral to the long-term financial planning process

Create and maintain operating, fund, and portfolio models

Provide a smooth experience for prospective and current capital partners through the diligence process upfront, as well as post-close

Collaborate closely with internal stakeholders across various departments to provide a financial “lens” in evaluating opportunities and decisions (e.g. capital allocation, new products, compensation design, ad-hoc analysis, etc.)

Own all aspects of OpCo strategic decisions (e.g. potential M&A, fundraising, etc.)

Analyze financial performance of the organization and identify levers for value creation / scalability

Work with Capital Markets Operations to model and project liquidity and funding needs for near/medium-term ongoing investment deployment outlook

Help with “traditional FP&A” workstreams such as annual budgeting and forecasting, quarterly re-forecast process, resource & hiring planning, etc.

Provide insightful updates on a periodic basis to investors of current investment vehicles on asset performance, key trends and KPIs, updated projections, etc.

What you’ll bring: Robust Excel-based modeling experience; highly proficient with complex financial models

Ability to create and present materials to internal and external stakeholders

Perspectives about how Hometap should position itself to investors (public and private) in an ever-changing economy and market

An ownership approach to your work with a track record of delivering business results through analysis in a fast-paced environment

Curiosity and strong critical thinking skills, including the ability to identify and summarize key points in any analysis

Developed prioritization skills and ability to balance both short-term and long-term objectives

History of working cross functionally and building positive relationships with people and teams across a diverse organization

Ability to work at both the strategic (e.g. “big picture”) and detailed level (e.g. “in the weeds”)

Robust knowledge of GAAP accounting practices as well as accounting systems and processes

Strong written and verbal communication skills along with evidenced ability to work well with business partners

Growth mindset with a demonstrated capability to rapidly pick up and master new, complex concepts and ideas

Strong ability to translate complex business issues into a quantitative framework for analysis and to derive insights, often using large data sets and starting from a “blank canvas”

Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments or interest over the life of the investment. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.

Hometap believes that our differences are what bring us together, and one of our biggest priorities is creating a diverse workplace that welcomes and values each team member’s unique perspective, background, and ideas. All roles here are filled based solely on candidates’ qualifications and our business needs.

Hometap is based in Boston, but will consider remote work for this position; however, the position must be performed in the United States entirely outside of Colorado.

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