Senior Financial Analyst

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.

About the position

Altruist is entering an exciting phase, and we're looking for a Senior Financial Analyst to join our Finance team!

What you’ll do

• 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.

What you’ll bring

• 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 understand