Tech Stack

Description

You will own core management reporting, forecasting, and provide data-driven insights to senior leadership at Altruist, a company transforming wealth management with AI. Your work will involve partnering with business leaders and the C-suite to shape financial strategy and drive business performance.

Requirements

• 5+ years of experience in FP&A, Finance, or Accounting, ideally in B2B financial services or FinTech.
• Strong financial modeling skills and comfort with large, complex data sets.
• High proficiency in Excel and Google suite; experience with FP&A tools like Netsuite and Abacum is a plus.
• Strong communication skills to present financial information to senior leaders.
• B.A./B.S. in Finance, Accounting, Economics, or related field.

Responsibilities

• Own core management reporting: Prepare monthly Revenue Flash, MBR, and executive reporting packages.
• Lead OpEx and headcount reporting: Manage OpEx reporting at consolidated and cost center levels, partner with budget owners.
• Maintain and update OpEx and headcount forecasts in Abacum.
• Serve as trusted partner to functional leaders on budgets and trade-offs.
• Support ad-hoc analysis on product performance, revenue drivers, pricing, and unit economics.
• Contribute to special projects like strategic initiatives and board materials.
• Help refine management reporting, KPIs, and dashboards in partnership with BI.