Be a Part of Something Big

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 Lead 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

Why Alto?

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 Kind

Alto is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alto are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, sex (including gender identity, sexual orientation, and pregnancy), family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alto will not tolerate discrimination or harassment based on any of these characteristics. Alto encourages applicants of all ages.

About Alto

Founded in 2015, AltoIRA aka Alto is a rapidly growing fintech startup based in Nashville, TN. At Alto, we’re building a next-generation platform to provide clients with the tools and opportunities they need to invest retirement funds into alternative assets. We’re empowering everyone to invest in what they choose and supporting their desire to take a more active role in shaping their financial future. The Alto platform streamlines the process for individual investors and advisors to access, research, and invest in alternative assets using retirement funds. It connects investors with private companies, fund managers, and over 50 recognized investment platforms, including Coinbase, Republic, Masterworks, and EquityZen, that offer access to a wide range of alternative assets, including startups, shares in artwork, real estate, cryptocurrency, and more.

Strategic Finance & FPA Lead

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Be a Part of Something Big

Why Alto?

Alto is an Equal Opportunity Employer and Prohibits Discrimination of Any Kind

About Alto

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