Financial Planning and Analysis Manager

Americas

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Brokerage, FintechIndustries

Requirements

Candidates must possess a Bachelor's degree in Finance, Accounting, Economics, or a related field and have over 5 years of experience in finance, specifically in financial modeling, forecasting, budgeting, and data analysis, preferably within the fintech or brokerage industry. Advanced proficiency in Excel, G-Suite, SQL, Python, or similar systems is essential, along with very strong analytical abilities for variance analysis and scenario modeling.

Responsibilities

The FP&A Manager will lead financial planning, analysis, and reporting for the company, managing budgeting, forecasting, and performance insights to drive strategic decisions. Responsibilities include maintaining complex forecasting models, overseeing the quarterly/annual budgeting process, building and updating financial models for scenario planning and investment evaluations, assisting with and leading monthly/quarterly financial closing processes, preparing reports for internal management and external stakeholders, performing variance analysis on financials and key business metrics, collaborating with cross-functional teams on budgeting and resource allocation, and handling ad-hoc projects and special analyses.

Skills

Financial Planning

Financial Analysis

Budgeting

Forecasting

Performance Reporting

Strategic Decision Making

API-driven trading brokerage

Alpaca

API-first brokerage for stock trading

About Alpaca

Alpaca Securities LLC operates in the stock brokerage industry by providing an API-first brokerage service that allows other businesses to create their own trading applications. This service enables companies to integrate stock trading functionality into their platforms without the need to become brokers themselves, saving them time and resources. Alpaca's API supports seamless trading experiences for users and includes features like Local Currency Trading, which allows international investors to trade US stocks in their local currency. Additionally, Alpaca offers crypto wallets and coin pair trading, expanding the financial services available to its clients. Unlike traditional brokers, Alpaca focuses on a business-to-business model, catering primarily to other companies that want to offer trading services to their customers. The goal of Alpaca is to simplify the trading process for businesses and their users while providing a secure and efficient platform for executing trades.

San Mateo, CaliforniaHeadquarters

2015Year Founded

$84.5MTotal Funding

CONVERTIBLECompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Competitive salary & stock options

Medical, dental, & vision

Home office setup stipend

Monthly Brex Card stipend

Risks

Increased competition from fintech platforms like GUGU offering commission-free trading.

Potential regulatory challenges in international markets may complicate Alpaca's expansion.

Self-clearing transition introduces operational risks in managing settlement processes.

Differentiation

Alpaca offers API-first brokerage services, enabling businesses to build trading applications.

Alpaca supports local currency trading, simplifying US stock trading for international investors.

Alpaca provides crypto wallets and coin pair trading, expanding financial services for clients.

Upsides

Alpaca's self-clearing transition enhances asset transfers and securities lending opportunities.

Partnership with Derayah Financial accelerates Middle Eastern business expansion for Alpaca.

Alpaca's limit orders and extended hours trading for fractional shares lead retail trading.

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