Financial Planning and Analysis Manager

Alpaca; Canada; Remote; CAD 80,000 - 100,000; Full time

Job summary

A financial brokerage firm is looking for an experienced FP&A Manager to lead financial planning, analysis, and reporting. You will manage budgeting, forecasting, and performance insights in a fast-paced fintech environment. The ideal candidate has 5+ years in finance, strong analytical skills, and experience in data analysis and financial modeling. A bachelor's degree in finance or related field is required. This position offers an opportunity to collaborate across teams and provide critical insights for the company.

Qualifications

• 5+ years in finance, especially in financial modeling and data analysis.
• Advanced skills in Excel and G-Suite.
• Strong analytical capabilities and attention to detail.

Responsibilities

• Maintain forecasting models and oversee budgeting.
• Build and update financial models for strategic planning.
• Assist with monthly and quarterly financial closing processes.
• Prepare internal and external reports for stakeholders.
• Perform variance analysis using internal models.

Skills

Financial modeling

Forecasting

Budgeting

Data analysis

Excel

G-Suite

SQL

Python

Education

Bachelor's degree in Finance, Accounting, or Economics

Job description

Overview

Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. The company operates with institutional-grade APIs and serves hundreds of financial institutions across 40 countries. Alpaca’s global team is diverse, with a mission of opening financial services to everyone on the planet, and a focus on open-source contributions and a developer-friendly API and infrastructure. We are backed by investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator.

Role: FP&A Manager – lead financial planning, analysis, and reporting for Alpaca’s API-driven trading brokerage. You will manage budgeting, forecasting, performance insights, and collaborate with cross-functional teams in a fast-paced fintech environment. This role reports to the Finance Director and supports financial forecasting, budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications.

Responsibilities

• Forecasting and Budgeting: Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating metrics from API integrations, trading activities, and other indicators.
• Financial Modelling: Build and update financial models to support scenario planning, cash flow forecasting, and investment evaluations for strategic planning.
• Financial Closing: Assist with and lead monthly/quarterly financial closing processes, ensuring accuracy and timely insights for management.
• Reporting: Prepare monthly/quarterly internal and external reports, including investor communications and board materials.
• Variance Analysis: Perform variance analysis on financials and key metrics using internal models and dashboards.
• Cross-Functional Collaboration: Collaborate with budgeting, resource allocation, and hiring processes across teams.
• Ad-Hoc Projects: Handle special analyses, such as product profitability assessments or risk evaluations.

Qualifications

• Must-Haves: Bachelor's degree in Finance, Accounting, Economics, or related field; 5+ years in finance with experience in financial modeling, forecasting/budgeting, and data analysis (fintech or brokerage space preferred); advanced skills in Excel, G-Suite, SQL, Python or similar; strong analytical abilities; excellent communication and collaboration; detail-oriented with ability to thrive in a fast-paced, remote setting.
• Nice-to-Haves: CFA, MBA or advanced finance certification; experience in fintech with revenues from trading platforms, subscriptions, and brokerage services; team leadership or cross-functional project management; knowledge of statistical/machine learning tools for forecasting; experience at both large companies and startups; passion for investing and financial markets.

Equal Opportunity

Alpaca is an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. This description contains information about the role and does not include all possible duties and responsibilities. This is not an offer of employment or a contract of employment, and terms may be subject to change.