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Finance & Strategy Senior Analyst
| Company | Altruist |
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| Location | San Francisco, CA, USA |
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| Salary | $10700 – $192000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 5+ years of experience working in Finance or Accounting with a focus on revenue analysis, preferably for a B2B financial services or FinTech organization
- Strong background in financial modeling, market analysis, and peer benchmarking
- High attention to detail and excellent analytical skills, with the ability to interpret complex financial data
- Proven ability to work with large data sets and deliver accurate financial insights
- Strong communication skills with the ability to present complex financial information clearly to a variety of stakeholders
- Ideally looking for a B.A. / B.S. degree in Finance, Accounting, Economics, or a related field
- Technologically savvy with Excel and have utilized modern financial planning software (e.g., Mosaic, Hyperion, SAP, etc.)
Responsibilities
- Partner with the product team to build long and short term financial and ROI models to inform and prioritize product roadmaps
- Perform in-depth analysis of all revenue streams, providing actionable insights to senior leadership
- Identify market changes and assess their potential impact on various revenue streams, informing strategic adjustments where necessary
- Provide accurate and timely revenue forecasts in collaboration with key stakeholders across the organization
- Conduct market analysis and peer benchmarking to ensure our revenue strategies remain competitive and aligned with industry trends
- Partner cross-functionally with operations, product, sales, accounting, and other teams to ensure accurate revenue recognition and reporting
- Prepare and present comprehensive revenue reports to senior management, highlighting key drivers, risks, and opportunities, along with potential ways to influence outcomes
- Support the preparation of monthly, quarterly, and annual financial reports with a focus on revenue performance
- Assist in the continuous improvement of revenue forecasting processes and financial modeling techniques
- Contribute to special projects and ad-hoc analysis as needed by the Finance team and senior leadership
Preferred Qualifications
- Experience in the brokerage finance industry, investment banking, top-tier consulting, private equity and / or fintech
- Advanced degrees or certifications (e.g., MBA, CPA, CFA)
