35 Financial Planning jobs in Canada

Job Description

Company Description

About Us: SSENSE (pronounced (es-uh ns)) is a global technology platform operating at the intersection of culture, community, and commerce. Headquartered in Montreal, it features a mix of established and emerging luxury brands across womenswear, menswear, kidswear, and Everything ElseTM. SSENSE has garnered critical acclaim as both an e-commerce engine and a producer of cultural content, generating an average of 100 million monthly page views. 

Are you a numbers whiz with a sharp strategic mind and a drive to transform data into impactful decisions? Grow your expertise and directly influence business growth by joining our Financial Planning & Analysis team! At SSENSE, we're seeking a passionate FP&A Analyst who will drive the execution of our financial strategies and support key investment decisions, all within a fast-paced and exciting environment.

Reporting to the Manager, Financial Planning & Analysis, you'll be an essential partner for our Operations teams (mainly for the studio teams). This is a unique opportunity to collaborate with various stakeholders, develop robust financial models, and shape our growth!

What You Will Do:

Shaping our Financial Strategy:

• Collaborate with departments to drive scalability by optimizing our operational mechanisms and initiating corrective actions.

• Dive deep into data for root cause analyses that uncover actionable insights and fuel our growth and operational excellence.

Precisely Executing Financial Planning & Analysis:

• Lead the monthly analysis of actual results, guide annual budgeting, and ensure rigorous and precise financial control.

• Implement effective tools and processes for strategic project management and support capital allocation governance.

Contributing to Our Continuous Development:

• Assist the Manager, Financial Planning & Analysis, in the full ownership of strategic projects, ensuring financial alignment and governance.

• Collaborate on the creation of business cases and use data to support workforce forecasts.

• Hold a bachelor's degree in Business Administration, Finance, or a related field.

• A professional designation (CFA, CA, CGA, CMA / CPA, or MBA) will be considered an asset.

• 3 to 5 years of experience in finance, including direct experience in FP&A.

• Experience with Adaptive Insights or other financial budgeting software will be considered an asset, as well as experience with SAP or another ERP.

• French language proficiency is required as it is the language in the Quebec province. 

What makes you stand out:

• Strategic and Tactical Thinker: You juggle long-term visions and concrete actions, transforming challenges into opportunities.

• Analytical and Organized: Your sharp mind breaks down complex data for informed decisions, all with exemplary rigor and attention to detail. 

• Autonomous and Collaborative: You excel at independent work, while also being a valued team player, comfortable working with cross-functional teams.

• Strong Financial Tool Skills: You use Microsoft Excel with ease, and have practical knowledge of data mining tools such as SQL.

• Exceptional Communicator: You articulate your analyses with clarity and impact, and your presentations captivate your audience.

Hybrid work schedule

We believe in a balance between in-person collaboration and flexibility. That's why this is a hybrid role, with in-office days on Tuesdays and Wednesdays to connect as a team, and the potential for additional days based on business needs.

Perks And Benefits: 

• Extended health and dental benefits, including comprehensive mental health programs and coverage.
• Parental top up program.
• Generous Employee Discount. 
• Access to telemedicine and employee and family assistance program.
• Savings and retirement plan matching contributions.
• Gender Affirmation Coverage. 
• Opportunity to work with cutting edge technologies and an innovative team that’s pushing the boundaries of technology.

SSENSE is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you need special accommodations, let us know. We will do our best to accommodate you!

#LI-Hybrid

Job Description

Financial Planning & Investment Specialist

Join Our Team

Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!

Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Financial Planner to join our growing team!

We're a tight-knit, supportive team—and we’re looking for someone who can work independently but never feels alone.

About the Role

As a Financial Planning & Investment Specialist , you'll guide clients through financial planning, investments, insurance, tax strategies, and long-term goal setting. You’ll have the freedom to work independently, with the support of a full team behind you.

What You’ll Do

Meet with clients to understand their goals and create personalized plans
Recommend investment and insurance solutions that fit their needs
Review and adjust portfolios as needed
Build long-term client relationships based on trust and results
Stay up-to-date with financial trends and opportunities

What We’re Looking For
Mutual Funds and Life Insurance licenses (in good standing)
CFP® designation (or working towards it)
At least 3 years of client-facing financial services experience
Great communication and relationship-building skills
A proactive mindset and a passion for helping others

Why Join Us?

Competitive salary + performance-based bonus
Growth opportunities with clear career path and mentorship

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:

Job Description

Salary:

Do you want to be part of our innovative and entrepreneurial team?

Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?

Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.

To get a better understanding of Mitacs and read more about our values, please visit our website .

Senior Financial Planning Analyst

KEY RESPONSIBILITIES

Strategic financial planning

• Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
• Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
• Prepare financial schedules and documentation in support of the consolidated budget
• Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
• Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
• Support the operationalization of funding contract management from a budgeting and analysis perspective

Performance monitoring and forecasting

• Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
• Prepare, analyze, and interpret the budgetary results on a monthly basis
• Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
• Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
• Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
• Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions

Other

• Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
• Comfortable in taking on tasks beyond formal job responsibilities
• Other duties as assigned

TRAINING

• CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
• Bachelors degree in business (accounting or finance) or related area

EXPERIENCE

• Minimum 5-7 years of progressive accountancy experience
• 5 years relevant experience working with budgets; specifically modelling analysis and contract management
• Have excellent technical accounting skills and detailed understanding of GAAP standards
• Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
• Experience with Microsoft Dynamics Finance & Operations considered an asset

ESSENTIAL SKILLS

• Self-motivated with the ability to motivate others
• Ability to work independently with minimal supervision
• Strong communication skills both written and oral with all levels of stakeholders
• Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
• Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
• Attention to detail and accuracy are essential
• High level of business acumen and strong analytical and decision-making skills
• Ability to make recommendations and communicate with senior management
• Ability to build and maintain strong cross-functional working relationships
• Solid knowledge of current accounting practices and technologies
• A proven ability with developing multi-faceted models and budgets
• Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information

Hiring Range: $79,520- $94,930

Hiring and Salary Range Transparency

Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.

The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.

Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.

Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs:
Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.

Mitacs is proud to have been named as a2024 Workplace Impact Award WinnerbyDiversiothe leading global platform for workplace inclusion. The award recognizes organizations that are making measurable, systems-level progress in embedding equity, diversity, and inclusion (EDI) across their operations, and leading change in how people experience work.

Job Description

Salary:

Do you want to be part of our innovative and entrepreneurial team?

Do you thrive in an entrepreneurial environment and enjoy working in a team atmosphere? Are you an outside the box thinker who strives to implement continuous improvements? Do you take a strategic approach to your work? Do you enjoy in a fast-paced culture where your opinions are valued and respected? Do you enjoy building partnerships to solve mutually beneficial challenges?

Mitacs is a national not-for-profit organization that helps industry and not-for-profit partners solve strategic challenges by leveraging Canadas world-class post-secondary talent and a global network of industry, academic, and government partnerships. Through these collaborations, Mitacs helps business and community partners succeed, improves students on-the-job skills development, and strengthens Canadas world-class innovation ecosystem. At Mitacs, we strive to develop the next generation of innovators with vital research and business skills. In partnership with domestic and international companies, governments, and academia, we support a new economy using Canadas most valuable resource its people.

To get a better understanding of Mitacs and read more about our values, please visit our website .

Senior Financial Planning Analyst

KEY RESPONSIBILITIES

Strategic financial planning

• Collaborate with Manager, Financial Planning with the development of the annual budget with focus on assumption quality and risk assessment
• Ensure the accurate and timely collection of operational plans. Assist in the analysis of consolidated operational plans and the evaluation of alignment and sufficiency to complete the corporate business plan from a cost-benefit lens.
• Prepare financial schedules and documentation in support of the consolidated budget
• Proactively improve existing and develop new Operational and Financial Planning support material for various levels of leaders such as management, directors, and executives
• Lead education and support of operational leadership in areas such as developing operating and capital budgets, monitoring, and interpreting financial information, and analyzing deviations from plan and investigating causes
• Support the operationalization of funding contract management from a budgeting and analysis perspective

Performance monitoring and forecasting

• Ensure the timely collection of corporate operational performance data. Analyze and interpret performance information.
• Prepare, analyze, and interpret the budgetary results on a monthly basis
• Conduct monthly financial forecast, scenario, and sensitivity analyses; improve assumptions using business acumen and collected data from stakeholders
• Develop a monthly Forecasting Report to highlight areas of risk and recommended mitigations to Senior Leadership Team
• Work with Human Resources team to manage the payroll analysis and enhance resource planning and forecasting
• Liaise with a variety of internal and external stakeholders, such as operational managers and data custodians, to collaborate and obtain feedback to deliver performance measurement solutions

Other

• Establish strong collaborative relationships with Operational Leads to ensure symbiotic relationship
• Comfortable in taking on tasks beyond formal job responsibilities
• Other duties as assigned

TRAINING

• CFA and/or CPA designation or equivalent recognized accounting designation completed or close to completion required
• Bachelors degree in business (accounting or finance) or related area

EXPERIENCE

• Minimum 5-7 years of progressive accountancy experience
• 5 years relevant experience working with budgets; specifically modelling analysis and contract management
• Have excellent technical accounting skills and detailed understanding of GAAP standards
• Have excellent analysis and modelling skills and a detailed understanding of the tools which can support this
• Experience with Microsoft Dynamics Finance & Operations considered an asset

ESSENTIAL SKILLS

• Self-motivated with the ability to motivate others
• Ability to work independently with minimal supervision
• Strong communication skills both written and oral with all levels of stakeholders
• Advanced problem-solving abilities and advanced knowledge of Microsoft Excel
• Excellent organizational skills and the ability to prioritize, multitask and meet deadlines in a fast-paced, rapidly changing, and dynamic work environment
• Attention to detail and accuracy are essential
• High level of business acumen and strong analytical and decision-making skills
• Ability to make recommendations and communicate with senior management
• Ability to build and maintain strong cross-functional working relationships
• Solid knowledge of current accounting practices and technologies
• A proven ability with developing multi-faceted models and budgets
• Maintain accuracy and confidentiality in managing and reporting salary, budget, and other financial information

Hiring Range: $79,520 - $94,930

Hiring and Salary Range Transparency

Typically, employees are hired, transferred, or promoted within the salary range, specifically between the minimum and midpoint in the hiring range.

The salary range refers to the range of base salaries for a given position, encompassing the minimum and maximum amounts. The midpoint of the range is positioned approximately halfway between the minimum and maximum, indicating a fully qualified employee with comprehensive job knowledge and experience for the role.

Only in rare and exceptional circumstances, where a candidate has the experience, skills, and expertise that far exceed those required for the position, would we consider paying above the hiring range for this role.

Equity, diversity, and inclusion (EDI) and decolonization are core values at Mitacs: Equity, Diversity, and Inclusion - Mitacs . We believe a diverse workforce comprised of individuals with different ideas, strengths, interests, and backgrounds (e.g., gender identities and expressions, Indigeneity, race, abilities, sexual orientation, and other identities) are crucial to our success. We welcome everyone to apply and encourage you to connect with us if you require accommodations during the recruitment process.

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

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.

Recruitment Privacy Policy