Financial Planning and Analysis Manager

Reposted 15 Days Ago
15 Locations
Remote
Senior level
Fintech • Information Technology
The Role
Lead financial planning, analysis, and reporting, manage budgeting and forecasting processes, collaborate with teams, and provide financial insights.
Summary Generated by Built In

Who We Are:

Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision.

Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts.

Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.

Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator.


Our Team Members:

We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!
We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.

Your Role:

Our finance team at Alpaca is seeking an FP&A Manager to lead financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a range of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications.


Things You Get To Do:

  • Forecasting and Budgeting: Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators.
  • Financial Modelling: 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.
  • Financial Closing: Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management.
  • Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc.
  • Variance Analysis: Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance.
  • Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes.
  • Ad-Hoc Projects: Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations.

Who You Are (Must-Haves):

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 5–8 years of experience in Finance, FP&A, or Strategic Finance, ideally in fintech, brokerage, payments, or SaaS.
  • Strong understanding of financial modeling, forecasting, and key SaaS/fintech metrics (ARR, CAC/LTV, gross margin, net revenue retention).
  • Prior experience in a growth-stage, venture-backed company or financial services environment preferred.
  • Proven track record of partnering with cross-functional teams and supporting departmental budget management.

Who You Might Be (Nice-to-Haves): 

  • 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.
How We Take Care of You:
  • Competitive Salary & Stock Options
  • Health Benefits
  • New Hire Home-Office Setup: One-time USD $500
  • Monthly Stipend: USD $150 per month via a Brex Card

Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

Recruitment Privacy Policy

Top Skills

Excel
Google Suite
Python
SQL
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The Company
San Mateo, CA
132 Employees
Year Founded: 2015

What We Do

Alpaca's mission is to unlock asset management for the people. We are a technology company that modularizes the world’s asset management activities. Alpaca’s products enable anyone to build and connect applications and algorithms to buy and sell stocks with zero commissions. We believe that everyone should have fair access to financial markets, regardless of who we are or where we are from. *Securities are offered through Alpaca Securities LLC (alpaca.markets)*

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