Senior Financial Analyst

Altruist

1 day ago

3.6 on Glassdoor

San Francisco, CA

Hybrid

Full Time

Senior

2 applicants

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About this role

Altruist is seeking a Senior Finance Analyst to join their FP&A team, focusing on management reporting, forecasting, and financial analytics to support strategic decision-making and company growth. The role involves collaboration with senior leadership and cross-functional teams, with opportunities to influence company strategy.

Skills

Qualifications

B.A. / B.S. in Finance, Accounting, Economics, or related field

About Altruist

altruist.com

Industry

Finance

Altruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.

Recent company news

RIABiz

Ross Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL -- and gave Altruist the nod as 'primary custodian'

1 day ago