---
title: 'Senior Finance Planning & Pigment Analyst at Addepar'
canonical: 'https://feeny.ai/job/senior-finance-planning-pigment-analyst-addepar-canada-8wx6qkadxp9b'
type: 'job'
last_seen: '2026-11-08'
---

# Senior Finance Planning & Pigment Analyst at Addepar

- **Company:** Addepar
- **Location:** Canada
- **Compensation:** $100k–$125k
- **Work type:** remote
- **Posted:** 2026-11-05
- **Last confirmed live:** 2026-11-08
- **Apply:** https://job-boards.greenhouse.io/addepar1/jobs/8912364002

## Job description

## 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.

## About Addepar

## Company Overview
- **One-liner**: Addepar is a global data and AI company that provides a platform for financial professionals to aggregate, analyze, and manage complex investment portfolios.
- **Entity Type**: Private
- **Headquarters**: New York, New York, United States
- **Founded**: 2009
- **Founders**: Joe Lonsdale

## Core Business
- **Primary industry**: Financial Technology (FinTech) / Data & AI for Wealth and Asset Management
- **Target customers**: B2B, serving financial professionals including wealth managers, family offices, asset managers, and financial institutions (1,400+ clients globally)
- **Mission or purpose statement**: To create a more transparent financial system, enabling everyone to understand the assets they own, where they’re invested, and how they’re performing at any given moment. [addepar.com](https://addepar.com/about)

## Products & Services
- **Addepar Platform**: A data and AI engine that powers investment decisions, unlocks operational efficiency, and enables strategic scaling. It aggregates and normalizes data across a wide asset universe.
- **Addepar Data Exchange (ADX)**: A managed data environment that connects clients to their data ecosystem, unifying, governing, and activating data across the enterprise to power advanced analytics, AI workflows, and trusted portfolio insights. [addepar.com](https://addepar.com/)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company).
- **Key Metric**: Powers more than $9 trillion in assets across 1,400+ clients in 60+ countries. [addepar.com](https://addepar.com/about)
- **Notable Investors/Partners**: Key leadership includes Joe Lonsdale (Founder and Chairman of the Board), Eric Poirier (CEO), and Peter O'Brien (Founder and Chairman of the Board). Board members include Juan Sabater and Jamie Hildreth. [addepar.com](https://addepar.com/about)
- **Growth Signals**: Celebrated 15 years of growth and success. Opened a new state-of-the-art office in Pune, India, housing cross-functional teams including global R&D and operations, signaling strategic international expansion. [addepar.com](https://addepar.com/careers) Active job postings: 131 as of latest data. [Greenhouse](https://job-boards.greenhouse.io/addepar1)

## Competitive Advantages
- **Massive Scale & Data Moat**: Managing over $9 trillion in assets provides an unparalleled data network effect, making the platform stickier and more valuable as more clients join.
- **Industry Leadership & Longevity**: Founded in 2009, Addepar is a well-established, trusted leader at the intersection of AI and finance.
- **Platform Ecosystem**: The ADX creates a unique, integrated data environment that differentiates it from point-solution competitors.
- **Award-Winning Culture**: Recognized as a Built In Best Place to Work in 2024. [addepar.com](https://addepar.com/careers)

## Strategic Focus
- **AI-First**: The company is heavily investing in AI and agents, as evidenced by dedicated AI roles (e.g., Software Engineer, Fullstack – AI Platform; Sr. Software Engineer - AI/ML; Head of Product and Solutions Marketing - AI and Agents). [Greenhouse](https://job-boards.greenhouse.io/addepar1)
- **Global Expansion**: Growing its presence in key markets like India (Pune), Poland, and the UK (Edinburgh).
- **Platform Innovation**: Continuously enhancing its data platform (ADX) and core portfolio analytics to drive operational efficiency for clients.

## Why Work Here
- **Culture & Values**: Emphasizes "The Addepar Way" with core values: Data is our Compass, Build Together, Champion Our Clients, Drive Innovation, Embrace Learning, and Act Like an Owner. [addepar.com](https://addepar.com/careers)
- **Work Policy**: Global hybrid workforce, with offices in New York, Salt Lake City, Pune (India), Edinburgh (UK), and Poland. Roles are available as on-site, hybrid, or remote depending on the position. [addepar.com](https://addepar.com/careers)
- **Benefits**: Competitive medical, dental, and vision benefits; a monthly wellness allowance; and Flexible Time Off (FTO). [addepar.com](https://addepar.com/careers)
- **Learning & Development**: Access to several professional development tools. [addepar.com](https://addepar.com/careers)
- **Engineering Culture**: Strong investment in top talent at the intersection of technology and finance, with a focus on building a dynamic team. [addepar.com](https://addepar.com/careers)
- **Recruitment Fraud Warning**: Addepar warns candidates about recruitment fraud and notes they will never ask for payments or purchases during the hiring process. [addepar.com](https://addepar.com/careers)

## Sources
1. [addepar.com - Careers](https://addepar.com/careers)
2. [addepar.com - Home](https://addepar.com/)
3. [addepar.com - About](https://addepar.com/about)
4. [Greenhouse - Jobs at Addepar](https://job-boards.greenhouse.io/addepar1)
5. [LinkedIn - Addepar](https://www.linkedin.com/company/addepar)

## Other roles at Addepar

- [Product Manager - Reference Data](https://feeny.ai/job/product-manager-reference-data-addepar-new-york-g1a9tj2taj98) — New York, NY
- [Staff Software Engineer - Developer Experience](https://feeny.ai/job/staff-software-engineer-developer-experience-addepar-new-york-4gsrj6jep39w) — New York, NY / United States
- [Sr. Software Engineer - Investor Solutions](https://feeny.ai/job/sr-software-engineer-investor-solutions-addepar-united-states-b3bm3w900gsn) — United States
- [Portfolio Analytics Architect](https://feeny.ai/job/portfolio-analytics-architect-addepar-pune-gs3928ebxgys) — Pune, India
- [Lead Portfolio Analytics Architect](https://feeny.ai/job/lead-portfolio-analytics-architect-addepar-pune-0cb6gt3pyrys) — Pune, India
- [Field Engineer](https://feeny.ai/job/field-engineer-addepar-pune-3g2s1cb9z57w) — Pune, India
- [Data Conversion Delivery Manager](https://feeny.ai/job/data-conversion-delivery-manager-addepar-pune-byeb7a7bdp1f) — Pune, India
- [Field Engineer](https://feeny.ai/job/field-engineer-addepar-salt-lake-city-zypvrfxg7c4r) — Salt Lake City, UT
- [Sr. Security Operations Manager](https://feeny.ai/job/sr-security-operations-manager-addepar-united-states-fdsa4hvvma8a) — United States
- [Sr. Infrastructure Engineer - Developer Platform](https://feeny.ai/job/sr-infrastructure-engineer-developer-platform-addepar-poland-xr43gb7ye472) — Poland