Financial Planning and Analysis Manager

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 D funding round brought our total investment to over $320 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 9 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.

About the role

• 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.

Requirements

• 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.

Qualifications

• Passion for investing, trading innovations, and financial markets or the desire to learn.

Skills

• 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.

Benefits

• 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

Pay

Competitive salary and stock options.

Schedule

Flexible work schedule.