Altruist is entering an exciting phase, and we're looking for a Senior Financial Analyst to join our Finance team!
Responsibilities
Financial Planning and Analysis
Lead the annual budgeting and forecasting processes, collaborating with department heads to develop meaningful financial projections.
Monitor and analyze actual financial performance against budgets and forecasts, identifying variances and recommending corrective actions.
Provide financial insights to support strategic initiatives, product launches, and business expansion.
Data Analysis and Reporting
Gather, organize, and synthesize financial data from various sources to create comprehensive and actionable reports for senior management and stakeholders.
Develop and maintain financial dashboards, key performance indicators (KPIs), and metrics to monitor business performance and drive informed decision-making.
Support the preparation of monthly/quarterly management reports, Board presentations, investor reports, and other financial reporting.
Financial Modeling
Create sophisticated financial models to support scenario analysis, sensitivity testing, and investment evaluations.
Conduct in-depth financial analyses, including profitability analysis, cost-benefit analysis, and return on investment (ROI) calculations.
Trend Analysis
Identify and analyze market trends, competitor performance, and industry benchmarks to provide strategic insights and recommendations.
Collaborate with research teams to gather relevant data and incorporate it into financial analyses.
Business Partnership
Collaborate closely with cross-functional teams, including operations, marketing, sales, customer service, technology, product and people, to understand their financial needs and provide analytical support.
Offer financial expertise and guidance in decision-making discussions, highlighting potential risks and opportunities.
Risk Assessment
Evaluate potential risks related to financial decisions and propose mitigation strategies to safeguard the company's financial health.
Assist in compliance efforts, ensuring financial processes adhere to relevant regulations and industry standards.
Process Improvement
Continuously improve financial analysis processes, methodologies, and reporting frameworks to enhance accuracy and efficiency.
Identify opportunities for automation and technology adoption to streamline budget/forecast and financial analysis workflows.
Requirements
Bachelor's degree in Finance, Accounting, Economics, or a related field; Familiarity with GAAP accounting required; Master's degree or CPA/CFA designation preferred.
Proven experience (5+ years) in financial analysis, budgeting, and forecasting, preferably within the fintech or financial services industry.
Proficiency in financial modeling, data analysis, and advanced Excel skills; SQL skill and experience with financial software and tools is a plus.
Strong understanding of financial concepts, metrics, and valuation techniques.
Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
Detail-oriented mindset, analytical thinking, and the ability to work both independently and collaboratively in a fast-paced environment.
A strong sense of ownership and commitment to quality. Working diligently to navigate ambiguity/obstacles and drive projects to completion.
Proven ability to manage time with multiple priorities and opposing deadlines.
Familiarity with regulatory compliance and industry trends affecting the fintech and financial services sectors.
Los Angeles, CA salary range
$96,000 - $141,000 USD
San Francisco, CA salary range
$10
Benefits
Health insurance
Additional Information
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
Altruist · San Francisco, CA