Director of Finance
at Alpaca
Remote Global
<About this role>
We are looking forward to working with you who is a hungry curious driven intelligent proactive excel-ninja and has covered securities brokerages and/or wealth fintech companies at management consulting, investment banking, or private equity firms. We want you to build and accurately manage the company’s financial forecast and decks that tell the story of Alpaca’s global strategy across multiple business lines, multiple continents and entities, regulatory requirements, and the company’s corporate actions.
As Alpaca’s Director of Finance, you will report to the SVP of Strategy John and will be responsible for accurately updating and managing the company’s financial forecast on time accordingly to the incoming month-end updated numbers, business metrics, product roadmaps, sales pipelines, regulatory capital requirement, product pricing, and hiring strategy.
Importantly, when the actuals are off from the forecast, you will proactively look into the causes to spot any trends or holes that we may have missed as a company. This is a role where you can bring a huge impact on the company’s ongoing strategy.
You will work closely with all the leadership members of the company including the founders (CPO Hitoshi, and CEO Yoshi, it is me :). This is an opportunity for you to apply what you have experienced at your previous firms into taking on the core responsibility of the fast-growing global fintech company.
<About Alpaca>
Alpaca has raised more than $100 million from top investors globally to build the most developer-friendly investing infrastructure for apps and businesses globally to embed and offer Stock and Crypto investing products to their end users. For this, we build clearing, custody, and execution features of US stocks and Crypto assets.
Our company vision is to open financial services to everyone on the planet. We believe that, by allowing our partners (such as fintech apps, brokerage firms, vertical SaaS, consumer apps) to build investing products to their end-users with ease, we can achieve to open financial services to 8 billion people quickly.
This also means that it is important for us to think globally and act/execute locally. How people interact with financial services is different in each culture and region. In order for us to stay empathetic to this, we made a conscious decision to operate as a fully-remote company, which allowed us to grow our team members across the globe (I am currently living in Kyoto, Japan, for example).
<About you>
We want you to stay curious, be accountable, and have empathy. We have a very very fast-moving environment and are always agile in executing innovative ideas, and at the same time, as a regulated financial services company, strong accountability and discipline are very much required.
We are a team of individuals coming from diverse backgrounds and experiences. We also work fully remotely primarily on Slack and Google Hangouts. These have benefits but also come with challenges. We want you to embrace the importance of over-communication and to stay empathetic to the fellow Alpaca members that you reach out to confirm that they hear you.
We want you to have top-tier management consulting, investment banking, and/or equity analyst experience. Like you, Alpaca’s leadership members, including myself, care very much for details of subtle number changes as well as logical and visual consistencies. This comes from both training and discipline, and we believe that it is a required skill set for you to have in order to maintain your high-quality work.
We want you to have experience in covering securities brokerages and/or wealth fintech companies at the firms mentioned above. Compared to nonfinancial services companies such as pure technology companies or SaaS, Alpaca has multiple additional both revenue and expense line items that only exist in financial services companies. We believe that it is critical that you come with the securities brokerages and/or wealth fintech companies coverage experience for you to be successful in this role quickly.
- You have more than 5 years of management consulting, investment banking, and/or equity analyst experience
- You have more than 2 years experience of covering securities brokerages and/or wealth fintech companies
- You are an excel-ninja who is a master to deliver logically visually good-looking models and decks
- You are naturally curious about numbers and notice any subtle number differences, changes, and inconsistencies
- You are a self-starter who can gather information by reading through materials and conversation threads, and proactively reaching out to relevant people both in/outside the company
- You are a doer who can do whatever it takes to stay accountable for your and your team’s responsibilities
- You are open-minded to changes and to new values and cultures that you encounter
- You follow through with communicating with others and know how to clarify your communication priorities
- You believe in Alpaca’s vision of opening financial services to everyone on the planet 🙂
How We Take Care of You:
- Competitive Salary & Stock Options
- Benefits: Health benefits start on day 1. In the US this includes Medical, Dental, Vision. In Canada, this includes supplemental health care. Internationally, this includes a stipend value to offset medical costs.
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
- Work with awesome hard working people, super smart and cool clients and innovative partners from around the world
Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.