Senior Analyst, Altruist

• 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

Desirable

• 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
• 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

• Be rewarded for doing great work: competitive compensation and equity for all team members
• Health, dental, and vision coverage, available on your first day
• Set future you up for success with 4% 401(k) matching
• Flexible time off and work hours to meet your needs
• Modern parental paid leave from day one, including 16-week adoptive, birth or foster paid leave, and 4-week child loss or miscarriage paid leave

Total funding: $601.5m

Altruist has created a cloud-based digital investing platform for independent financial advisors (IFAs). In the past, it’s been common for financial advisors selling products on a commission basis to have access to advanced digital systems, but not those working entirely independently.