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 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.