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