110 Financial Manager jobs in Canada

Job Description

Job Description

About Us

Are you ready to move distribution forward?

Solutions 2 GO is a premier global distributor of video game products. With operations reaching 19 countries in North, Central and South America, and partnerships that further extend to Europe, Africa, Australia and Asia, Solutions 2 GO represents all publishers in the Canadian market, offers coast-to-coast distribution in the USA and is the exclusive distribution partner for Sony PlayStation in Latin America. Our leadership, processes and partnerships have earned us a reputation as the premier provider of flexible, dynamic distribution solutions for publishers, manufacturers and retailers around the world.

We are a remarkable team that delivers remarkable results. Our people help move Solutions 2 GO forward every day, through a shared commitment across every facet of our business. At Solutions 2 GO, we are moving distribution forward. If you are an achiever who is relentless in ensuring that we achieve business results and create a great company culture while doing it, then we’re looking for you!

Scope:

The Manager, Financial Planning & Analysis will play a key role to support organization’s planning, forecasting and analysis activities for a mid-size multinational company. This position reports directly to the VP, Financial Planning & Analysis, but is required to interface closely with all managers and senior management, both in Finance and in the Business.

Duties & Responsibilities:

• Financial reporting and analysis activities including period and quarterly reporting of balance sheets, income statements and cash flows for both performance and non-performance entities, including but not limited to, the consolidated financial statement and notes, annual report, etc.
• Coordination and preparation of the yearly budgets for all legal entities.
• Coordination and preparation of monthly and quarterly forecasts.
• Lead monthly reporting & consolidation process.
• Leverage new analysis and presentation tools to simplify the presentation of complex information.
• Coordinate, prepare and review management and cost-centre reporting.
• Establish relationships and communicate effectively with persons across a variety of departments, at all levels within the organization.
• Provide insightful interpretation of key business drivers underlying the business results, highlight key issues and make appropriate recommendations where required.
• Actively contribute as a member of the Finance team and ensure ongoing communication with the broader Finance management team on the status / progress of projects and issues / points of interest that are relevant to the team / individuals.
• Provide timely and constructive development feedback including holding regular 1:1s and team meetings, and preparation and delivery of mid-year and year-end performance evaluations.
• Perform other ad-hoc financial, accounting, and capital analysis as required.

Skills & Qualifications:

• 5-7 years of financial management (minimum 3 years post qualification management experience).
• Bilingual Spanish is an asset.
• University degree and Accounting designation required, MBA an asset.
• Strong accounting, control and audit skills.
• Advanced computer skills with an ability to manipulate large data sets in Excel.
• Experience developing high quality executive level reporting packages.
• Strong hands-on leadership skills and attention to detail.
• Ability to multi-task and handle a multi-currency environment.
• Excellent communication skills.
• Experience managing a small team.

The successful candidate will receive a conditional offer, contingent upon the successful completion of a background check conducted by our contracted third-party vendor. The specific clearance requirements vary by position and may include one or more of the following: criminal background check, credit check, employment verification, education verification,

Solutions 2 GO Inc. is an equal opportunity employer. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For more information on Solutions 2 GO Inc., please visit our website at:

Location: 3650 46 Ave SE Calgary AB T2B 3P9
Position Summary:
This position will provide financial and operational leadership for the district, and is designed to give the District Manager the support necessary to engage more effectively with customers, associates, and planning. The District Financial Manager is responsible for overseeing district processes and is tasked with recapturing profit within these processes. This customer facing position will understand location-specific goals and objectives, and will work with locations and customers to meet those objectives.
Major Responsibilities:
Partner with Customers / Support Sales
* Assigned to specific key district accounts as a liaison with other essential contacts. Establish relationships by employing district specific customer initiatives for highlighting delivery of services, e.g., improve billing experience.
* Has lead role for critical customers at new, add, replace points.
* Develop intra-district infrastructure for managing and executing non-standard deals to ensure accurate initial and future (step rate, etc.) maintenance exception billing, etc.
Business Planning
* Responsible for planning, organizing and otherwise preparing Business Plan by leading the district staff to complete the sales plan, vehicle inputs, payrolls, draft presentation slides etc. as outlined by the District Manager.
* Responsible for training and mentoring associates new to the plan and planning process.
District Analysis
* Push vehicle contribution, P&L, and process analysis and reporting to the DM.
Financial Operations
* Customer facing financial operations processes: billing, collections, receivables
* Collection activities include Manage customer accounts and various account issues by reviewing receivables for past due accounts, sending demand letters or calling customer to resolve, follow through on accounts sent to collection through supplying invoices to attorneys, search for customers through various sources.
* Initiates corporate process offerings for improving customer experience and execution u2013 central PM scheduling, digital vehicle files, preferred parts, etc.
* AFM heavy dotted line to drive process rollouts, Corporate initiatives area initiatives, and process uniformity and consistency.
* Inventory responsibility: Review and investigate inventory balances using general ledger and inventory graphs, and take physical counts.
Associate Development Support
* Responsible for primarily for admin team growth and development.
* Support development of those with aspirations and capabilities for other positions.
* Define career path at district or involve HR for positions outside of district.
* Cultivate skills and capabilities of those who are satisfied with current position.
* Mentoring u2013 formal mentoring of associates as assigned by DM.
* Ensure clerical duties of team are accomplished.
Other Responsibilities
* Support company initiatives as assigned, such as: Service Admin Strategic Initiative (SASI), Technician Certification Program (TCP), etc.
* Spend extended time at each of the locations in the district working with Service, Admin, and Rental (Receivables, credit assessment, e.g., risk vs. reward, rates, billing, fuel, tax compliance, accident reporting, physical inventory).
* Develop and sustain an in-depth knowledge of each operation and customer base.
* Other projects and tasks as assigned by manager.
Qualifications:
* 3 years of experience with billing, collections, receivables, or other finance related functions required
* 3 years of supervisory experience highly preferred
* High School diploma or equivalent required, Bacheloru2019s degree (Finance or Business concentration) preferred
* Advanced computer skills including Microsoft Word, Excel, Outlook and PowerPoint required
* Profit and Loss (P&L) reporting experience highly preferred
* AS400 experience preferred
* Regular, predictable, full attendance is an essential function of the job
* Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required.
Physical Requirements:
- The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines.
- While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25lbs/12kg.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
Penske is an Equal Opportunity Employer.
Job Category: Finance/Accounting
Job Family: Finance
Address: 3650 46 Ave SE
Primary Location: CA-AB-Calgary
Employer: Penske Truck Leasing Canada Inc.
Req ID: 2502006

Location: 3650 46 Ave SE Calgary AB T2B 3P9
Position Summary:
This position will provide financial and operational leadership for the district, and is designed to give the District Manager the support necessary to engage more effectively with customers, associates, and planning. The District Financial Manager is responsible for overseeing district processes and is tasked with recapturing profit within these processes. This customer facing position will understand location-specific goals and objectives, and will work with locations and customers to meet those objectives.
Major Responsibilities:
Partner with Customers / Support Sales
* Assigned to specific key district accounts as a liaison with other essential contacts. Establish relationships by employing district specific customer initiatives for highlighting delivery of services, e.g., improve billing experience.
* Has lead role for critical customers at new, add, replace points.
* Develop intra-district infrastructure for managing and executing non-standard deals to ensure accurate initial and future (step rate, etc.) maintenance exception billing, etc.
Business Planning
* Responsible for planning, organizing and otherwise preparing Business Plan by leading the district staff to complete the sales plan, vehicle inputs, payrolls, draft presentation slides etc. as outlined by the District Manager.
* Responsible for training and mentoring associates new to the plan and planning process.
District Analysis
* Push vehicle contribution, P&L, and process analysis and reporting to the DM.
Financial Operations
* Customer facing financial operations processes: billing, collections, receivables
* Collection activities include Manage customer accounts and various account issues by reviewing receivables for past due accounts, sending demand letters or calling customer to resolve, follow through on accounts sent to collection through supplying invoices to attorneys, search for customers through various sources.
* Initiates corporate process offerings for improving customer experience and execution u2013 central PM scheduling, digital vehicle files, preferred parts, etc.
* AFM heavy dotted line to drive process rollouts, Corporate initiatives area initiatives, and process uniformity and consistency.
* Inventory responsibility: Review and investigate inventory balances using general ledger and inventory graphs, and take physical counts.
Associate Development Support
* Responsible for primarily for admin team growth and development.
* Support development of those with aspirations and capabilities for other positions.
* Define career path at district or involve HR for positions outside of district.
* Cultivate skills and capabilities of those who are satisfied with current position.
* Mentoring u2013 formal mentoring of associates as assigned by DM.
* Ensure clerical duties of team are accomplished.
Other Responsibilities
* Support company initiatives as assigned, such as: Service Admin Strategic Initiative (SASI), Technician Certification Program (TCP), etc.
* Spend extended time at each of the locations in the district working with Service, Admin, and Rental (Receivables, credit assessment, e.g., risk vs. reward, rates, billing, fuel, tax compliance, accident reporting, physical inventory).
* Develop and sustain an in-depth knowledge of each operation and customer base.
* Other projects and tasks as assigned by manager.
Qualifications:
* 3 years of experience with billing, collections, receivables, or other finance related functions required
* 3 years of supervisory experience highly preferred
* High School diploma or equivalent required, Bacheloru2019s degree (Finance or Business concentration) preferred
* Advanced computer skills including Microsoft Word, Excel, Outlook and PowerPoint required
* Profit and Loss (P&L) reporting experience highly preferred
* AS400 experience preferred
* Regular, predictable, full attendance is an essential function of the job
* Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required.
Physical Requirements:
- The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines.
- While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25lbs/12kg.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
Penske is an Equal Opportunity Employer.
Job Category: Finance/Accounting
Job Family: Finance
Address: 3650 46 Ave SE
Primary Location: CA-AB-Calgary
Employer: Penske Truck Leasing Canada Inc.
Req ID: 2502006

Job Description

Job Description

* Toronto, ON * Employment: Full-time Permanent, Hybrid * Comprehensive benefits package and competitive salary * Salary Range: $80K-90K, commensurate with experience  Who are you? You’re an experienced finance professional with an intense desire to join a mission-driven, non-profit organization. That’s because you care about more than just the numbers - you care about making an impact on the world. You love working on a team to accomplish something big together, having a social purpose that will make your work meaningful. If you’re ready to join an organization that combines purpose with the level of impact and commitment to see it through, then look no further. Who are we?  We’re Raising The Village ( , a non-profit organization founded on the mission of ending ultra-poverty in our lifetime. Since 2016, we’ve impacted the lives of over 665,000 people in Uganda to break the cycle of ultra-poverty. While there is still plenty of work to do, our innovative, holistic approach has succeeded in rapidly increasing incomes and with our organization doubling its resources and impact every 18 months, our expansion has created incredible opportunities, alongside new obstacles. Today, we’re not thinking of what to do next month or next quarter: we want to maximize our impact in the long-term. As a new member on our management team, you’ll be a big part of that change. You’ll help build our impact by bringing experience to an organization that is, and will be, changing lives. Manager - Financial Planning and Analysis (FP&A) The Manager FP&A will be responsible for maintaining and enhancing analytical tools to drive charity’s financial performance and analysis. The successful candidate will work closely with department leaders across the organization, coordinating with local and global teams, to drive financial analysis, planning and providing insight to business leaders to aid in sound decision making. Along with FP&A, the successful candidate would help the team in special projects such as ERP implementation, Policy review and improvements and will work closely with the Partnerships department for funding proposals and budgets.    You are forward looking, exceptional with numbers, is tech savvy and is comfortable in coordinating projects in a multi-stakeholder, fast-paced environment with the highest attention to detail. You are curious, self-motivated, self-starter, a good listener, and a team player. Practically speaking, you will: Financial Planning and Analysis * Lead the process for developing annual consolidated budget, mid-term budgeting and quarterly forecasting along with long-term projections based on trends, organizational strategy and interaction with cross-functional departments * Lead the process for forecasting liquidity and cash flows of the organization * Support Senior Leadership Team (SLT) in identifying key metrics that tie back to financial performance and sustainability * Manage and coordinate the monthly process for variance explanations and internal variance reports * Perform ad hoc analysis and financial modelling where required to assist in management decision making * Continuously look for ways to improve processes; streamline budget and forecast cycles * Work closely with Accounting during month end, summarize performance, and determine how results will impact future forecasts * Liaise with Uganda team members for projects, departmental and office budgets * Monitor and coordinate with multiple departments to ensure that administrative policies and budgeting aligns with the organization’s requirements Special Projects and Grant Reporting * Assist in implementation of new accounting software * Identify and implement process improvements initiatives in collaboration with cross-team stakeholders * Support Accounting during statutory and ad-hoc audits * Provide financial support to Partnerships for Grant reporting and funder applications People Development and Other Duties * Coach and mentor junior staff to develop high level of confidence in their responsibilities  * Cultivate and promote a team culture of high engagement and a team environment with career recognition and succession * Participation in organizational activities including weekly staff meetings (with North American and Ugandan staff) Working with Us In addition to a starting salary commensurate with your experience, you’ll receive a compensation package that includes health benefits, optional Group RRSP (and 4-weeks vacation in line with our policies. RTV is fast growing with opportunities for people who want to grow with the organization. We value people who are committed to our mission, align with our values, and are dedicated to their own personal and professional growth.  Qualifications * Undergraduate degree in Accounting, Business or Finance  * CPA, ACCA, CA or other equivalent designation * 5-7 years of financial planning experience ideally in a Non-Profit sector * Systems savvy with advanced Excel capabilities * Experience or knowledge on SAGE Intacct or similar system preferred * Previous knowledge of ERP implementation is an asset * High attention to detail and strong problem solving skills * Excellent written and verbal communication skills How to Apply Our online application will give you the option to apply to this role as a complete person – not just a resume. The application will assess your qualifications, personality traits and workplace preferences, and should take 10 to 15 minutes to complete. After submitting, you'll receive an email inviting you to log in and view your assessment results. Please note that there will be an assignment included as part of the recruitment process. We strive to build a team that reflects the diversity of the community we work in and encourage applications from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with disabilities.   We will review applications, with priority given to those who have completed the assessment and look forward to hearing from you.

Job Description

Job Description

Scope of the Position

The Senior Manager, Financial Planning & Analysis (Sr. Manager FP&A) is a strategic business partner responsible for providing financial leadership, analysis, and insights to support Nch’ḵaý’s decision-making. Reporting to the Finance Director, the Sr. Manager FP&A oversees the development and execution of financial plans, forecasts, and analyses at the Group level. Through close collaboration with departments and business units, this role empowers Nch’ḵaý to make informed, proactive decisions that drive organizational success.

A. Duties, Responsibilities, Authority, and Accountabilities

Strategic Business Partnering :

• Partner with senior leaderships within our businesses to model key decisions; challenge assumptions and identify opportunities for improvement.
• Provide financial expertise and analysis on major projects and initiatives in support of our strategic goals.
• Contribute to a collaborative environment by identifying stakeholders, understanding their needs/issues/concerns, and responding effectively.
• Develop and maintain an understanding of local and global economic and industry trends to provide insights and recommendations.
• Conduct in-depth financial modeling and scenario analysis to support decision-making and risk mitigation.

Reporting, Forecasting & Analysis

• Collaborate with the Finance Director to optimize quarterly and annual Board-level reporting and insights.
• Lead the performance analysis of results against budgets and forecasts, working with team members to produce necessary reports.
• Deliver monthly financial reports and long-term forecasts to the senior leadership team and ELT, including variance analysis, actuals, and commentary.
• Generate analysis that enhances visibility of underlying issues and partner with key stakeholders to understand the impact of their plans on budget and strategic objectives.
• Develop and monitor Key Performance Indicators (KPIs) to measure financial performance and operational efficiency.
• Conduct scenario analysis and sensitivity testing on financial models and regularly update these models.
• Develop and maintain FP&A dashboards.
• Blend an understanding of the business and project financials to drive accuracy in short-term forecasting, understanding the risk and opportunity landscape to limit unexpected financial outcomes.

Business Planning:

• Oversee the annual budget process, review departmental submissions, including Real Estate projects and capital plans, and create the Budget Memo.
• Develop, review, and update models to project long-term growth and determine influencing business factors.
• Actively identify and implement efficiencies to improve current planning and reporting processes.
• Lead the design, adoption, and enhancement of the planning & budgeting system, focusing on data governance and automation improvements.
• Support the assessment of financing needs and opportunities, develop financial strategies, and assist in managing relationships with financial institutions and investors.

Systems and Process Improvement

• Implement and maintain financial systems and tools to enhance efficiency and accuracy.
• Drive process improvement initiatives to optimize financial operations.
• Stay current with industry best practices and emerging financial technologies.

Team Leadership

• Provide ongoing management, feedback, and training to ensure high engagement and retention levels.
• Monitor key deliverables ensuring the successful and timely execution of team roles and responsibilities.
• Foster a culture of collaboration, innovation, and continuous improvement

B. Other

• Uphold Sḵwx̱wú7mesh Nation’s Values in all aspects of work.
• Adheres to and promotes Nch’ḵaỷ 's six Guiding Principles (Leadership, Trust, Respect, Wisdom, Competence, and Passion).
• Contribute to the development of the broader finance capability in collaboration with senior operational Team Members.
• Drive process improvement and policy development initiatives that impact the function.
• Collaborate with the wider finance team to support other finance processes as needed.
• Perform other duties as required.

C. Reporting Responsibilities and Authorities from Supervisor

• Reports to Director, Finance.

D. Knowledge, Skills, and Experience

• Bachelor’s degree from a recognized post-secondary institution
• Professional accounting qualification (e.g. CPA) or MBA are preferred.
• 7+ years of progressive experience handling accounting, finance, business, ideally with experience working in service-oriented organizations.
• 4+ years of financial planning and analysis management experience, interpreting data, budgeting, forecasting, and strategic planning.
• Strong problem-solving skills twinned with a commercial mindset.
• High-quality analysis skills for projects and initiatives to provide actionable insights into financial performance drivers.
• Excellent relationship-building skills; able to challenge thinking while building trust.
• Communicates effectively and has strong presentation skills.
• High levels of integrity and ability to handle confidential information.
• Ability to work independently within established guidelines and procedures and as a member of a team.
• Flexibility and adaptability to changing priorities.
• Strong priority-setting and deadline management skills.
• Proficient in MS Office software (Excel, Word, and Outlook).
• Strong Modelling experience
• Experience working with First Nations is considered an asset.

E. Special Requirements

• Willing to work additional hours as required.
• Able to travel to meet the demands of the role.

Expected Salary Range

$122,568 to $158,234 / Yearly

Our typical hiring range will be +/- 5% of the midpoint shown above.
Factors influencing this decision include qualifications and market conditions for the role.

ABOUT NCH’ḴAY̓

Nch’ḵay̓ Development Corporation (Nch’ḵay̓) was established in 2018 as the economic development arm of the Squamish Nation –—Sḵwx̱wú7mesh Úxwumixw—to allow for the separation of business and politics. Nch’ḵay̓’s mandate is to develop, manage, and own the active businesses of the Nation, and our mission is to pursue successful business opportunities that contribute to the long-term wealth and prosperity of the Sḵwx̱wú7mesh Úxwumixw and Stélmexw (People). 

What we offer

Our workplace is committed to the highest levels of safety and inclusivity. You will be working with a supportive and passionate team, and have opportunities for continuous learning, development, and growth within your job and career. In alignment with our values, we offer our Team Members generous benefits to help them achieve their goals, including

• Opportunities for career growth and development,
• Friendly, supportive, and dynamic work environment,
• Flexible hybrid work schedule,
• Extended dental and health care benefits,
• Employee and Family Assistance Program,
• Pension Plan and Supplementary Savings Plan,
• Life Insurance,
• Paid leave (sick leave, vacation, seven Squamish Family Days
• 14 statutory holidays.

Job Description

Job Description

Are you an experienced manager with strong F,P&A experience? Are you looking for an organization where you can contribute and make an impact? Our client in the Toronto area is recruiting a Manager F,P&A to lead their business to great heights! This role is ideal for individuals who enjoy leading and mentoring others but are also comfortable rolling up their sleeves.

Are you an experienced manager with strong F,P&A experience? Are you looking for an organization where you can contribute and make an impact? Our client in the Toronto area is recruiting a Manager F,P&A to lead their business to great heights! This role is ideal for individuals who enjoy leading and mentoring others but are also comfortable rolling up their sleeves.

The Manager F,P&A is responsible for driving the planning, forecasting, performance analysis, and strategic insight for key areas of the business that enable informed business decisions. This role partners closely with operational, and functional leaders across the organization to provide financial leadership, improve business performance, and align resource allocation with strategic priorities. This role requires a balance of rigorous analytics, strong business acumen, and excellent communication skills. The Manager F,P&A supports the company’s annual budget process, latest estimates, rolling forecasts, long-range plans, and business performance reviews. This position also participates in financial reporting, dashboarding, and the continued evolution of the company’s financial systems and planning tools.

TMGMS

• Bachelor’s degree in Finance, Business, Economics, or related discipline required
• MBA or CPA/CFA preferred
• 5+ years of progressive experience in FP&A including 1+ yr of people leadership
• Experience working with Private Equity owners preferred
• Prior experience in healthcare, multi-unit operations, or private equity-backed environments is strongly preferred
• Familiarity with financial systems (e.g., Oracle NetSuite, Planful, Adaptive Insights, Power BI, or similar planning tools) is a plus

Job Description

Job Description

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+ 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.

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 $00
• 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.

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