Financial Planning and Analysis Manager

Alpaca; Toronto; Remote; CAD 80,000 - 110,000; Full time

Job summary

A fintech company in Toronto is seeking a Financial Planning and Analysis Manager to lead financial planning, manage budgeting, and provide analysis for their trading brokerage. The ideal candidate has 5+ years of finance experience, strong skills in financial modeling and data analysis, and thrives in a fast-paced environment. This role offers competitive salary and stock options, health benefits, and a supportive remote work structure.

Benefits

Competitive salary and stock options

Health benefits

Home-office setup allowance: USD $500

Monthly stipend: USD $150 via Brex Card

Qualifications

• 5+ years in finance with experience in financial modeling, forecasting, budgeting, and data analysis.
• Ability to thrive in a fast-paced, high-growth remote environment.
• Expertise in variance analysis and scenario modeling.

Responsibilities

• Maintain complex forecasting models and oversee quarterly/annual budgeting.
• Prepare reports for management and investor updates.
• Lead monthly/quarterly financial closes ensuring accuracy.

Skills

Financial modeling

Forecasting

Budgeting

Data analysis

Communication skills

Problem-solving

Analytical skills

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Excel

G-Suite

SQL

Python

Job description

Join to apply for the Financial Planning and Analysis Manager role at Alpaca

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 C funding round brought our total investment to over $170 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, totaling over 6 million brokerage accounts.

Our global team is a diverse group of experienced engineers, traders, and brokerage professionals working to achieve our mission of opening financial services to everyone on the planet. We're committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and infrastructure.

Alpaca is 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.

Our Team Members :

We are a dynamic team of 230+ globally distributed members who work from various locations worldwide, including the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond.

We seek passionate individuals eager to contribute to Alpaca's growth. If you share our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make an impact, we encourage you to apply.

Your Role :

Our finance team is looking for an FP&A Manager to lead financial planning, analysis, and reporting for our API-driven trading brokerage. You will manage budgeting, forecasting, and performance insights to support strategic decisions, working with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, your responsibilities include financial forecasting, budgeting, monthly/quarterly closes, data analysis, growth modeling, and investor communications.

Things You Get To Do :

1. Forecasting and Budgeting : Maintain complex forecasting models and oversee quarterly/annual budgeting, incorporating metrics from API integrations, trading activities, and economic indicators.
2. Financial Modelling : Build and update models for scenario planning, initiative assessments, cash flow forecasting, and investment evaluations.
3. Financial Closing : Assist with and lead monthly/quarterly financial closes, ensuring accuracy and timely delivery of insights.
4. Reporting : Prepare reports for management, investor updates, and external stakeholders, including quarterly board meetings and fundraising materials.
5. Variance Analysis : Analyze financials and key metrics, using models and dashboards to track performance.
6. Cross-Functional Collaboration : Work with teams on budgeting, resource allocation, and hiring.
7. Ad-Hoc Projects : Handle special analyses like product profitability or risk assessments.

Who You Are (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, preferably in fintech or brokerage sectors.
• Advanced skills in Excel, G-Suite, SQL, Python, or similar tools.
• Strong analytical skills for variance analysis, scenario modeling, and metric tracking.
• Excellent communication skills for reports and presentations.
• Problem-solving abilities with a strategic mindset and high attention to detail.
• Ability to thrive in a fast-paced, high-growth remote environment and adapt to evolving regulations.

Who You Might Be (Nice-to-Haves) :

• CFA, MBA, or advanced finance certification.
• Experience in fintech, especially with revenue analysis from trading platforms, subscriptions, and brokerage services.
• Leadership or project management experience in tech environments.
• Knowledge of statistical or machine learning tools for forecasting.
• Experience at both large companies and startups.
• Passion for investing, trading, and financial markets or eagerness to learn.

How We Take Care of You :

• Competitive salary and stock options
• Health benefits
• Home-office setup allowance: USD $500
• Monthly stipend: USD $150 via Brex Card

Alpaca is committed to equal opportunity employment and fostering a diverse workforce.