Finance & Strategy Senior Analyst - job 2 of 2
About Altruist
Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!
If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, 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.
The opportunity
Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Finance & Strategy Senior Analyst, focusing on revenue analysis and forecasting, to join our growing Finance Organization. In this role, you will produce product by product financial models, analyze diverse revenue streams, identify revenue trends relative to market conditions, and provide key insights to support product development, financial forecasting, and strategic decision-making.
You'll work closely with cross-functional teams, providing financial expertise to drive decision-making and company growth. If you have a strong background in finance and a deep interest in partnering with product leaders and providing market analysis and peer benchmarking, this is an opportunity to make a significant impact at a uniquely growing company.
Your impact
- Partner with the product team to build long and short term financial and ROI models to inform and prioritize product roadmaps.
- Perform in-depth analysis of all revenue streams, providing actionable insights to senior leadership.
- Identify market changes and assess their potential impact on various revenue streams, informing strategic adjustments where necessary.
- Provide accurate and timely revenue forecasts in collaboration with key stakeholders across the organization.
- Conduct market analysis and peer benchmarking to ensure our revenue strategies remain competitive and aligned with industry trends.
- Partner cross-functionally with operations, product, sales, accounting, and other teams to ensure accurate revenue recognition and reporting.
- Prepare and present comprehensive revenue reports to senior management, highlighting key drivers, risks, and opportunities, along with potential ways to influence outcomes.
- Support the preparation of monthly, quarterly, and annual financial reports with a focus on revenue performance.
- Assist in the continuous improvement of revenue forecasting processes and financial modeling techniques.
- Contribute to special projects and ad-hoc analysis as needed by the Finance team and senior leadership.
What you bring
- Experience - 5+ years of experience working in Finance or Accounting with a focus on revenue analysis, preferably for a B2B financial services or FinTech organization
- Strong background in financial modeling, market analysis, and peer benchmarking.
- High attention to detail and excellent analytical skills, with the ability to interpret complex financial data.
- Proven ability to work with large data sets and deliver accurate financial insights.
- Strong communication skills with the ability to present complex financial information clearly to a variety of stakeholders.
- Education - Ideally looking for a B.A. / B.S. degree in Finance, Accounting, Economics, or a related field
- Technical aptitude - You’re technologically savvy with Excel and have utilized modern financial planning software (e.g., Mosaic, Hyperion, SAP, etc.)
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
- Bonus points if you bring
- Experience in the brokerage finance industry, investment banking, top-tier consulting, private equity and / or fintech
- Advanced degrees or certifications (e.g., MBA, CPA, CFA)
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc.
- Competitive pay and equity packages
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Generous paid parental leave
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
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Welcome to Altruist, where we're redefining the financial advisory landscape! We're on the lookout for a Finance & Strategy Senior Analyst to join our San Francisco team. In this exciting role, you'll be diving deep into revenue analysis and forecasting, producing robust financial models that will directly impact our product development strategies. Your analytical skills will shine as you assess diverse revenue streams and identify market trends, empowering our leadership team with actionable insights. Collaborating cross-functionally is key, as you'll partner with product teams to create financial roadmaps and ensure our revenue strategies are aligned with industry standards. If you're passionate about using your financial expertise to drive significant growth in the fintech space, we want to hear from you! At Altruist, we believe in fostering a culture of kindness, grit, and brilliance—values that will be your guiding principles as you tackle challenges head-on and contribute to our mission of making financial advice accessible to all. So, if you're ready to make a meaningful impact in a rapidly growing company while working alongside a talented team, consider applying today! We can’t wait to see what you bring to the table.
The way money should feel.
18 jobs
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