Finance & Strategy Associate

| Chicago

Company Description

M1 is reinventing personal finance and creating the next generation financial institution. We believe the current tools used to invest, borrow, and spend your money are woefully outdated and overpriced. That’s why we’re rethinking what’s possible with new technology and building the tools to empower people to make the most of their money.

We started by building a beautiful, one-of-a-kind automated investing platform. People can easily customize and automate their investments, borrow against a portfolio line of credit, and soon, use M1 as their bank – creating the next generation personal finance account. There has never been an easier, more convenient, or less expensive way to manage your money.

Headquartered in Chicago, we’re rapidly growing and currently manage over half a billion dollars with hundreds of thousands of users. But we are not done. We’re just getting started and have ambitious plans to take on an entrenched industry. Join us and help build the future of personal finance.

Job Description

As a Finance & Strategy Associate, you will play a critical role in the financial management of M1. You will be responsible for tracking key financial metrics, monthly/annual budgeting, modeling forecasted growth, and a variety of other analyses. This is an ideal position for an execution-focused individual looking to play a mission-critical role at a high-growth startup. The Associate will have a high level of exposure to senior leaders and collaborate extensively with the Operations team.

Responsibilities:

  • Own all financial modeling efforts to support budget forecasting and future fundraising efforts
  • Prepare monthly financial statements in accordance with GAAP and FINRA / SEC reporting rules and regulations
  • Help file FOCUS reports, Part IIA, SSOI forms, and audited financials
  • Manage vendor payments, employee expense reimbursements, and other related tasks
  • Support the Financial Operations team with regulatory and compliance reporting for M1’s broker dealer entity
  • Assist the Financial Operations and Compliance teams in identifying and resolving broker dealer related financial risk and ensure the firm complies with net capital requirements

Qualifications

  • 3+ years of experience in a financial reporting role, either with a consulting firm, investment bank, or accounting firm
  • Strong financial analysis and modeling skills
  • Advanced proficiency with Microsoft Excel and experience with SQL (or willingness to learn)
  • Knowledge of GAAP accounting standards and experience with QuickBooks
  • Strong project management skills and ability to thrive in a fast-paced environment
  • Bachelor’s degree in Accounting or Finance (CPA or Series 27 a plus but not required)

Additional Information

All your information will be kept confidential according to EEO guidelines.

Read Full Job Description

Location

213 W Institute Place, Suite 301, Chicago, IL 60610

An Insider's view of M1 Finance

What’s the vibe like in the office?

Laid back but very energetic at the same time. We're always working on the next product update, the next campaign, and while it can be a bit demanding, every team is good about providing flexibility and we celebrate all successes together.

Catalina

Art Director

How do you collaborate with other teams in the company?

Open communication and collaboration welcome at all times. We're always looking for ways to harness each other's expertise so that the whole is greater than the sum of the parts.

Patryk

Digital Marketing Specialist

What makes someone successful on your team?

We look for people who are smart, ambitious, hard-working, and friendly.

Steven

VP of Engineering

What is your vision for the company?

M1 Finance should functionally change the way we manage our personal finances.

Steven

VP of Engineering

How do you empower your team to be more creative?

M1 has a mountain to climb, and we are always looking for more solutions. Any person on my team is empowered to come up with those solutions

Steven

VP of Engineering

What are M1 Finance Perks + Benefits

M1 Finance Benefits Overview

A great product is the result of a talented team and strong work culture. At M1, our philosophy is to hire unbelievably intelligent, motivated, high-integrity individuals and promote an environment that enables their best work.

Our company’s culture reflects what creative, intelligent people value in their careers: meaningful and interesting work, a fun environment, and financially rewarding opportunities.

https://www.m1finance.com/about/culture

Culture
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
Company Equity
Child Care & Parental Leave Benefits
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences
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