Senior Financial Analyst

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, 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. This is a hybrid role based out of our Dallas office, with three days per week in the office. The opportunity Altruist is in the midst of an exceptional growth phase, and we’re excited to hire a Senior Finance Analyst to join our growing FP&A team. In this role, you’ll be a key owner of our management reporting and forecasting engine across revenue, OpEx, headcount, and vendors. You will build and maintain monthly reporting packages, drive forecast accuracy, and provide clear, data-backed insights to senior leadership. Over time, you’ll also step into ad‑hoc product, revenue, and strategic analytics, helping shape the broader strategy of the company. This role works closely with business leaders and the C‑suite, with opportunities to learn and collaborate across Treasury, Business Intelligence, Procurement and Broker‑Dealer reporting as Altruist scales. Your impact Own core management reporting: Prepare the monthly Revenue Flash, Monthly Business Review (MBR), and executive reporting packages. Develop clear narratives around performance, key drivers, and variances vs. plan and prior periods. Lead OpEx and headcount reporting: Manage OpEx reporting (actuals and BvA) at both consolidated and cost center levels. Partner with budget owners to explain variances, identify risks/opportunities, and recommend actions. Maintain accurate headcount and vendor reporting, including hiring plans and run‑rate impacts. Forecasting and FP&A systems: Maintain and update OpEx and headcount forecasts, ensuring they are timely, accurate, and aligned with business expectations. Ensure all forecasts are accurately reflected and reconciled in Abacum (our FP&A reporting system). Help improve forecast precision through better driver-based modeling, process discipline, and data quality. Business partnership and decision support: Serve as a trusted partner to functional leaders (e.g., Product, Operations, GTM, G&A) on budgets, investments, and trade‑offs. Translate financial results into clear, actionable insights for non‑financial stakeholders. Prepare materials for and present to senior leadership and C‑suite on performance, risks, and scenarios. Product, revenue, and strategic analytics: Support ad‑hoc analysis on product performance, revenue drivers, pricing, and unit economics. Assist in building and refining driver-based models that connect operating metrics to financial outcomes. Contribute to special projects (e.g., strategic initiatives, board materials, investment cases) as needs arise. Continuous improvement: Help refine our management reporting, KPIs, and dashboards in partnership with Business Intelligence. Identify opportunities to streamline processes, automate reporting, and enhance data integrity. What you bring Experience: 5+ years of experience in FP&A, Finance, or Accounting, ideally within B2B financial services or FinTech. Demonstrated experience in management reporting, OpEx and headcount analysis, and forecasting; exposure to revenue or product analytics is a plus. Technical & analytical skills: Strong financial modeling skills and comfort working with large, complex data sets. High proficiency in Excel, Google suite; experience with modern FP&A tools (e.g., Netsuite, Abacum or similar) and familiarity with BI tools (e.g., Looker, Tableau, Power BI) is a plus. High attention to detail and the ability to interpret and communicate complex financial data clearly. Business partnership & communication: Strong communication skills, with the ability to present financial information to senior leaders and cross‑functional partners. Proven ability to build relationships, influence stakeholders, and drive accountability around budgets and forecasts. Education: B.A. / B.S. degree in Finance, Accounting, Economics, or a related field (or equivalent practical experience). How you work: Ownership – You take pride in the quality and timeliness of your work and don’t shy away from rolling up your sleeves. Superb communication – You’re intentional in how you share insights and listen deeply to understand business context. Resilience – You maintain high standards and persistence in a fast‑paced, evolving environment. Assurance without ego – You bring confidence grounded in preparation and are open to feedback and differing perspectives. Creative problem solving – You don’t just flag issues; you propose thoughtful, data-backed solutions. Bonus points: Experience in broker-dealer industry, financial services, brokerage finance, and/or fintech. Prior exposure to Treasury, capital planning, or liquidity management. Experience partnering with Business Intelligence / data teams to build dashboards or automated reporting. Advanced degrees or certi 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 for most positions to promote strong, in-person collaboration. 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. Competitive pay and equity for eligible positions. Premium healthcare, dental, and vision insurance plans (HMO and PPO). 401k savings plan with a 4% match and immediate vesting. 16 week paid parental leave after one year of employment. Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee. Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.). Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.). One month work from anywhere policy (with the exception of a few countries). 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.