Financial Analyst

Applecart is the leading technology company creating a new category of “Decision Maker Marketing”. The most important decisions are made by the hardest people to reach and influence. Historically, C-suite leaders have lacked the tools to reach the stakeholders that matter most to their business. The C-suites of hundreds of Fortune 500 companies, major agencies, trade associations, nonprofits, and governments use Applecart to put their best content in front of business-critical decision makers and those they trust —  from policymakers and investors to CEOs, key employees, members of the media and more. Decision makers are informed by what they read, learn from advisors, hear from colleagues, and discuss with family and friends. To break through to them, you must reach them through the only channel that really moves them: those they know and trust. Applecart’s platform uses publicly available or fully permissioned data to map billions of social relationships between nearly every American adult and enable clients to deliver content directly to decision makers and those that matter most to them. 

We are hiring a Financial Analyst in our New York City office.

About the Role:

Are you ready to fast-track your finance career and make a real difference from day one? Join our lean, high-performing Finance team at a rapidly growing technology firm where your work will directly shape strategic decisions and business outcomes. You’ll be at the center of the action, supporting senior leadership (including the Co-CEOs!) with key insights, financial modeling, and data-driven storytelling.

You’ll report directly to our VP of Finance and work closely with our Sr. Manager of Strategic Finance. You’ll get exposure to executive decision-making while sharpening your analytical and financial modeling skills in a dynamic, collaborative environment.

What You’ll Do:

• Help maintain and evolve our company-wide operating model—an essential tool in planning the future of the business.
• Support leadership in building budgets and long-term business plans that fuel our next phase of growth.
• Own key financial KPIs like retention and sales efficiency, ensuring our team always has an eye on what matters most.
• Lead monthly Budget vs. Actual (BvA) analysis to keep forecasts sharp and actionable.
• Partner with Accounting to deliver monthly and quarterly financial reporting that tells a clear, compelling story.
• Craft board-worthy presentations for senior execs and our Board of Directors.
• Dive into high-impact ad hoc projects that span across the org, including special requests from our C-Suite.
• Explore and evaluate new tools to automate workflows and level-up our financial processes.

Experiences and Capabilities You Bring:

• At least 1-3 years of experience in investment banking, private equity, FP&A, or a similar fast-paced finance environment (bonus if you’ve seen the inside of a startup!)
• A wizard in Excel—modeling, dashboards, and data wrangling are second nature to you.
• Sharp attention to detail and the ability to manage multiple moving parts with precision.
• Strong PowerPoint and presentation skills—you can create impactful, executive-level materials and translate numbers into insights that drive action.
• A self-starter mindset—you’re proactive, curious, and always looking for ways to add value.
• (Bonus) Familiarity with SaaS metrics, recurring and usage-based revenue models, and/or U.S. GAAP.

This is a hybrid role. Work from home on Monday and Friday and in Applecart’s New York City office Tuesday through Thursday. 

Compensation:

Our compensation package consists of three components: (i) a base salary, (ii) annual cash bonus, and (iii) generous equity compensation.

The base salary range for this role is between $95,000-$115,000, based on the candidate's experience and skills relative to the requirements listed above. The salary range provided is exclusive of discretionary annual cash bonus and equity compensation. The salary range provided for this role is specific to candidates located in the New York City area.

A few facts about us:

• Applecart’s platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD. 
• Applecart is growing quickly — over the last 3 years, we’ve increased our bookings by 8X, grown our headcount by 4X, and we’re cashflow positive. 
• Our senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle’s online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party’s most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher.
• Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists. Ari Emanuel, Executive Chairman of WME, and Jennifer Fonstad, Owl Capital Managing Partner, serve on our board. 
• Our work has been featured on Morning Joe on MSNBC, BloombergTV and The Colbert Report, and in Axios, BusinessWeek, the Associated Press, Forbes, the Washington Post, and Politico, among many others.