Financial Planning and Analysis Manager

Summary

Join Alpaca's finance team as an FP&A Manager to lead financial planning, analysis, and reporting for our rapidly growing API-driven trading brokerage. You will manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams. Reporting to the Finance Director, you'll support financial forecasting and budgeting, monthly/quarterly closes, data analysis, growth modeling, and investor communications. This role requires strong analytical abilities, excellent communication skills, and the ability to thrive in a fast-paced, high-growth remote setting. You will build and maintain complex forecasting models, create financial models for scenario planning, and perform variance analysis on financials and key business metrics. The ideal candidate will have a Bachelor's degree in a related field and 5+ years of experience in finance, with expertise in financial modeling, forecasting/budgeting, and data analysis, ideally within the fintech or brokerage space.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 5+ years in finance, with experience in financial modeling, forecasting/budgeting, and data analysis ideally in the fintech or brokerage space
• Advanced skills in Excel, G-Suite, SQL, Python, or similar systems/applications
• Very strong analytical abilities for variance analysis, scenario modeling, and metric tracking in a dynamic business
• Excellent communication for reports, presentations, and cross-team collaboration
• Exceptional problem-solving with a curious and strategic mindset and high attention to detail
• Ability to thrive in a fast-paced, high-growth remote setting and adapt to evolving industry regulations

Responsibilities

• Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators
• Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company
• Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management
• Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc
• Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance
• Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes
• Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations

Preferred Qualifications

• CFA, MBA, or advanced finance certification
• Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services
• Team leadership or cross-functional project management in tech environments
• Knowledge of statistical/machine learning tools for advanced forecasting
• Previous experience at both large companies and start-ups
• Passion for investing, trading innovations, and financial markets or the desire to learn

Benefits

• Competitive Salary & Stock Options
• Health Benefits
• New Hire Home-Office Setup: One-time USD $500
• Monthly Stipend: USD $150 per month via a Brex Card