Senior Analyst, Finance & Strategy

Altruist is transforming the wealth management industry with an AI platform for wealth professionals. We're looking for a Senior Analyst, Finance & Strategy to join our growing FP&A team and drive forecasting, financial analysis, and business partnership.

Requirements

• 5+ years of experience in FP&A, Finance, or Accounting
• Strong financial modeling skills and comfort working with large, complex data sets
• High proficiency in Excel, Google suite; experience with modern FP&A tools and familiarity with BI tools
• B.A. / B.S. degree in Finance, Accounting, Economics, or a related field (or equivalent practical experience)

Benefits

• Competitive pay and equity for eligible positions
• Premium healthcare, dental, and vision insurance plans
• 401k savings plan with a 4% match and immediate vesting
• 16 week paid parental leave
• Professional growth and development opportunities
• Company perks program
• Financial guidance program
• One month work from anywhere policy