Financial Operations Manager

August 21

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Alto

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Finance • Fintech • Crypto

Alto is a company that provides a self-directed IRA platform, enabling investors to diversify their portfolios with alternative assets and cryptocurrencies. The platform offers access to a wide range of asset classes, allowing individuals to invest in private market alternatives and cryptocurrencies through their IRAs. Alto emphasizes the tax-advantaged nature of these investments and offers features such as the Alto CryptoIRA® for cryptocurrency investing. They serve sophisticated investors, issuers, and advisors by providing tools and resources for alternative investments, along with a digital interface to streamline the investment and capital-raising process. Alto is not a registered or licensed broker and does not provide investment advice but acts as a facilitator for self-directed IRA investments.

51 - 200 employees

💸 Finance

💳 Fintech

₿ Crypto

📋 Description

• Lead a FinOps team that owns and oversees day-to-day financial operations for Alto. • Ensure accurate, efficient, and compliant processing of incoming and outgoing transactions, investment execution, and transaction reconciliations. • This leader will strategically improve our processes, remove manual steps, and create systems to add leverage to the platform and service clients at scale. • Manage daily transaction workflows including wires, checks, internal transfers, and investment-related payments. • Book and record tax and check payments. • Process inbound and outbound wires. • Enter and allocate inbound check batches, ensuring accuracy and timely posting. • Address chargebacks, NSF accounts, and related adjustments. • Perform daily, monthly, and ad-hoc reconciliations (e.g., bank, cash, transactions). • Manage forfeitures and related account adjustments. • Review and action distributions as required. • Support month-end close by reconciling bank statements and preparing reports. • Oversee write-offs and ensure accurate documentation. • Partner with Operations, Product, and Engineering teams to improve financial workflows and system integrations. • Identify and implement process improvements to enhance accuracy, automation, and efficiency. • Strategically elevate FinOps processes and execution to allow for servicing customers at scale with AI processes and solutions. • Serve as a subject matter expert for financial operations, advising on new initiatives and system enhancements. • Ensure all financial processes comply with regulatory standards, internal policies, and audit requirements. • Manage, mentor, and develop members of the financial operations team. • Establish and maintain best practices, policies, and controls for financial operations. • Act as a liaison between Finance, Operations, Product & Engineering and other business units to ensure seamless financial processing. • Provide training, support, and guidance to team members on new processes, tools, and compliance requirements. • Foster a culture of accountability, accuracy, and continuous improvement. • Bachelor’s degree in Finance, Accounting, Business Administration, or related field. • Series 99. • 5+ years of experience in financial operations, treasury management, or similar role. • Prior experience in a financial technology (fintech) company or financial services organization (banking, payments, or investments) is required. • Demonstrated experience managing transaction processing, reconciliations, and settlement operations. • Proven experience with monthly close processes, audit preparation, and financial reporting.

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or related field. • Series 99. • 5+ years of experience in financial operations, treasury management, or similar role. • Prior experience in a financial technology (fintech) company or financial services organization (banking, payments, or investments) is required. • Demonstrated experience managing transaction processing, reconciliations, and settlement operations. • Proven experience with monthly close processes, audit preparation, and financial reporting •

🏖️ Benefits

• 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