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Full-Time

Manager – Fp&a

Posted on 7/11/2024

AlphaSense

AlphaSense

1,001-5,000 employees

AI-driven financial research platform for insights

Consulting
Enterprise Software
Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$145k - $160kAnnually

+ Bonus + Equity

Mid, Senior

New York, NY, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Communications
Tableau
Salesforce
Requirements
  • BS degree in Finance, Accounting or Economics or relevant degree
  • 4+ years of relevant experience in FP&A
  • Understanding of the SaaS GTM engine and KPIs
  • Excellent verbal and written communication skills
  • Strong business partnership experience
  • Expert financial modeling skills
  • Experience with Adaptive Insights, Salesforce, Intacct, and Tableau a plus
Responsibilities
  • Lead all forecasting, budgeting, and reporting processes for the R&D organizations
  • Own and maintain models for royalty payments and other COGS processes
  • Partner cross-functionally to help budget holders understand spending
  • Develop reporting around critical business metrics
  • Assist in the preparation of financial materials
  • Contribute to overall improvements across FP&A processes

AlphaSense provides a financial research platform that uses artificial intelligence to help clients gain insights into various companies, industries, and market trends. Users can search through a vast library of over 300 million documents, which includes both external and proprietary content. The AI technology streamlines the research process by automating repetitive tasks, allowing clients to concentrate on analyzing the information instead. Additionally, AlphaSense offers real-time monitoring of critical insights, helping clients stay ahead of market trends, which is especially important in a fluctuating economic environment. Unlike its competitors, AlphaSense is highly regarded for its focus on data security, employing advanced security measures to protect client information. The goal of AlphaSense is to empower clients to make informed decisions in their financial strategies, whether they are launching new products or providing insights to executives.

Company Stage

Series E

Total Funding

$770M

Headquarters

New York City, New York

Founded

2011

Growth & Insights
Headcount

6 month growth

13%

1 year growth

28%

2 year growth

47%
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Simplify's Take

What believers are saying

  • AlphaSense's $650 million funding round and $4 billion valuation reflect strong investor confidence and financial stability.
  • The acquisition of Tegus and the appointment of a new Chief Marketing Officer signal aggressive growth and expansion strategies.
  • AlphaSense's platform is trusted by top financial institutions and corporations, indicating a strong market position and potential for continued revenue growth.

What critics are saying

  • The integration of Tegus could present challenges in aligning company cultures and technologies, potentially disrupting operations.
  • The rapid expansion and high valuation may lead to increased scrutiny and pressure to deliver consistent financial performance.

What makes AlphaSense unique

  • AlphaSense leverages advanced AI to provide real-time insights from a vast library of over 300 million documents, setting it apart from traditional financial research platforms.
  • The company's strong emphasis on data security, including zero trust security models and secure data encryptions, ensures client trust in handling sensitive financial information.
  • AlphaSense's recent acquisition of Tegus significantly expands its content library and enhances its market-leading AI search technology, providing unmatched insights into both public and private companies.
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