Alpaca · 5 months ago
Financial Planning and Analysis Manager
United States
Full-time
Remote
Mid, Senior Level
5+ years expAlpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure company seeking a Financial Planning and Analysis Manager to lead financial planning, analysis, and reporting. The role involves managing budgeting, forecasting, and performance insights to drive strategic decisions within a fast-paced fintech environment.
Developer APIsFinancial ServicesFinTechTrading Platform
Responsibilities
Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators
Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company
Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management
Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc
Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance
Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes
Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
5+ years in finance, with experience in financial modeling, forecasting/budgeting, and data analysis ideally in the fintech or brokerage space
Advanced skills in Excel, G-Suite, SQL, Python, or similar systems/applications
Very strong analytical abilities for variance analysis, scenario modeling, and metric tracking in a dynamic business
Excellent communication for reports, presentations, and cross-team collaboration
Exceptional problem-solving with a curious and strategic mindset and high attention to detail
Ability to thrive in a fast-paced, high-growth remote setting and adapt to evolving industry regulations
Preferred
CFA, MBA, or advanced finance certification
Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services
Team leadership or cross-functional project management in tech environments
Knowledge of statistical/machine learning tools for advanced forecasting
Previous experience at both large companies and start-ups
Passion for investing, trading innovations, and financial markets or the desire to learn
Benefits
Health Benefits
New Hire Home-Office Setup: One-time USD $500
Monthly Stipend: USD $150 per month via a Brex Card
Company
Alpaca
Alpaca is a financial system platform that allows developers and businesses to build apps, embed investing, and trade algorithms.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$328.8MKey Investors
Drive CapitalSBI GroupPortage Ventures
2026-01-14Series D· $150M
2026-01-14Debt Financing· $40M
2025-04-23Series C· $52M
Leadership Team
Yoshi Yokokawa
Co-Founder and CEO
Hitoshi Harada
CPO and Co-Founder
Recent News
Morningstar.com
2026-01-07
Company data provided by crunchbase