Senior Analyst, Finance & Strategy

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>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.</p> <p>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!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - 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.<br><br><strong>Grit</strong> - 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.</p></div><p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>The opportunity</strong></span></span></p> <p>Altruist is in the midst of an exceptional growth phase, and we’re excited to hire a Finance Strategy Senior Analyst to join our growing FPA 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.</p> <p><span style="text-decoration: underline;"><strong>Your impact</strong></span></p> <ul> <li><strong>Own core management reporting:</strong> <ul> <li>Prepare the monthly Revenue Flash, Monthly Business Review (MBR), and executive reporting packages.</li> <li>Develop clear narratives around performance, key drivers, and variances vs. plan and prior periods.</li> </ul> </li> <li><strong>Lead OpEx and headcount reporting:</strong> <ul> <li>Manage OpEx reporting (actuals and BvA) at both consolidated and cost center levels.</li> <li>Partner with budget owners to explain variances, identify risks/opportunities, and recommend actions.</li> <li>Maintain accurate headcount and vendor reporting, including hiring plans and run‑rate impacts.</li> </ul> </li> <li><strong>Forecasting and FPA systems:</strong> <ul> <li>Maintain and update OpEx and headcount forecasts, ensuring they are timely, accurate, and aligned with business expectations.</li> <li>Ensure all forecasts are accurately reflected and reconciled in Abacum (our FPA reporting system).</li> <li>Help improve forecast precision through better driver-based modeling, process discipline, and data quality.</li> </ul> </li> <li><strong>Business partnership and decision support:</strong> <ul> <li>Serve as a trusted partner to functional leaders (e.g., Product, Operations, GTM, GA) on budgets, investments, and trade‑offs.</li> <li>Translate financial results into clear, actionable insights for non‑financial stakeholders.</li> <li>Prepare materials for and present to ... (truncated, view full listing at source)