At Alto, we're changing the way people invest for the future.
For too long, only the ultra-wealthy could afford to benefit from alternative investments, and that meant a lot of missed opportunities for everyday investors. Alto was founded on the belief that a diversified portfolio is essential to investing for the future, and that's only possible if everyone can invest in the assets they're truly interested in.
So we created a solution that allows ordinary people to invest their tax-advantaged retirement funds into non-traditional assets, like real estate, startups, securitized artworks, cryptocurrency, and more.
By joining Alto's growing team, you'll be helping to make our mission a reality. And you'll work with some truly unique people who are passionate about what they do.
To learn more about our team and working with us, please visit our Before You Apply page, which features videos of our CEO and other team members answering questions about working at Alto.
Job Summary:
As a Strategic Finance & FPA Associate at Alto you will be the go-to partner for anything related to modeling and forecasting of our business operations, financial plans, and strategic initiatives.
You must possess expert analytical and modeling skills combined with the ability to present the results of your work in a professional manner supported by logic and data. You should be very driven, proactive, hands-on, inquisitive, and organized.
Your work, whether it's reviewing and analyzing financial results, modeling business scenarios, tracking performance metrics, or presenting to leadership, will be used to make strategic company decisions. You'll provide executive management and senior leadership with modeling, planning and reporting support to ensure sound financial and operational decisions are made. This role provides an excellent opportunity to learn about the key drivers and issues related to Altoʼs business, own strategic analytics and FP&A, to interface with Executive, Operations and Finance leaders at Alto.
Alto is a high-growth fintech company dedicated to making alternative investments a core component of every portfolio. We offer affordable, scalable access to private market opportunities, empowering more investors to diversify with confidence.
Essential Duties and Responsibilities:
- Play a lead role in understanding business growth, risks, and opportunities, and then communicating these insights through executive and leadership-level presentations
- Ownership of sophisticated models and financial analysis to validate, interpret, track and communicate operational, financial, & strategic initiatives
- Develop, maintain, and enhance Operating Plan forecast, quarterly re-forecasts, and monthly and quarterly variance analysis on income statement, balance sheet, and cash flow
- Perform comprehensive analysis, modeling, and reporting of financial/business information, including but not limited to forecasting, scenario planning, balance sheet management, business case / project analysis, and strategic initiatives
- Prepare required reporting (leadership, exec, board, etc.) in a complete, accurate, credible, and timely manner
- Present reporting package to the executive and leadership teams on a consistent monthly cadence
- Other ad hoc requests
Leadership Responsibilities:
- No people leadership responsibilities
Education and Experience:
- Undergraduate degree in accounting, finance, or economics
- A minimum of 3+ years’ investment banking with a national or regional investment bank, private equity
- Expert modeling/analytics, reporting, and presentation experience
- Expert proficiency in Excel, Tableau, Datarails, and modern planning and reporting tools
- Proficiency in Python to extract and analyze large financial datasets
- CFA (Level 1 or higher) or CPA designation a plus
Required Skills and Abilities:
- Robust analytical skills and business sense, combined with excellent business judgment and strategic thinking, with an ability to see the implications of actual and planned activities
- Strong written and verbal skills with ability to articulate his/her position and defend that position logically
- Highly organized, independent, self-starter with the ability to own, prioritize, follow through, and successfully complete multiple initiatives
- Strong quantitative and technical abilities with an unwavering attention to detail and accuracy while maintaining a broader perspective
- Excellent presentation, and modeling skills with the ability to communicate with executive business partners in a manner that adds value to management decisions
- Experience in a successful executive-level business partnership
- Quick thinking, action-oriented, and with a commitment to excellence
- Ability to self-direct, analyze and evaluate and form independent judgments
- Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
- Integrity, ethical standards and sound judgment
We answered your most pressing questions before you apply here. We are a dynamic and collaborative team, all working towards a common goal. With every interaction, you feel our culture throughout our company. We care about diversity, inclusion, and belonging, and every voice is heard. We also care most about our people. We show it through our actions, and we offer a lot of really great benefits, including:
- Open PTO policy encouraging regular time off
- Comprehensive health insurance and voluntary benefits (e.g. dental, vision, LTD, pet coverage, etc.) options
- HSA contribution match for the HSA-eligible health insurance plan
- 401(k) with up to 3% company match yearly
- Equity as a part of your compensation
- Generous paid holiday schedule that allows for at least one 3-day weekend each month
- Four to 12 weeks paid parental leave
- No-meeting Friday: we aim for zero internal meetings on Fridays to allow for focus time
- Quarterly work-from-home stipend to support a fully remote or hybrid work-life
Well, what are you waiting for? Apply already! :)
Alto is an Equal Opportunity Employer and Prohibits Discrimination of Any KindTop Skills
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