About Alpha Theory:
Alpha Theory is a fintech software company that prides itself on an inclusive and transparent culture that attracts curious teammates who are excited about tackling big ideas. We hire smart, motivated team members that crave feedback to be better. We believe that good ideas come from all ranks of the team as we all strive to create the best possible version of Alpha Theory.
About the role of Chief of Staff / Business Analyst position:
We are looking for a teammate that is excited about working directly with the team, in person, to learn and grow by taking on a multitude of tasks across the organization. Yes, some of them will be mundane, but most will not. You will get exposure to our leadership, customers, vendors, financials, accounting, modeling, investors, marketing, sales, customer relations, application development, and pretty much any other area where you show an interest and an aptitude. And if you find something you really love, and are great at doing it, we’ll work with you to develop that into a new position.
Requirements
Key Skills:
- STRONG EXCEL SKILLS.
- Acute attention to detail.
- Superior organizational skills.
- Excellent oral and written communication skills.
- Exceptional ability to rapidly execute within deadlines.
- Willingness to learn and accept increasing levels of responsibility.
- Excels at multi-tasking and prioritizing work for themselves and others.
- Extremely comfortable and excited to learn and implement new technology.
- High-level service orientation; ability to handle confidential information with discretion.
- Positive and self-motivated with strong interpersonal skills, initiative, flexibility, and poise.
- Very process oriented; willing and able to document and improve/update all processes.
Detailed Responsibilities:
CHIEF OF STAFF
- Team Communication: Facilitate internal communication, ensuring timely and accurate information sharing, including inter-team communication, Lunch and Learns, newsletters, and company updates.
- Investor and Customer Communication: Assist in drafting and sending customer communication emails, investor letters, board presentations, newsletters, surveys, and feedback forms. Provide research and analysis on company financials and industry trends.
- Administrative Support: Handle tasks for the C-Suite, customer success, development, and sales teams, such as travel arrangements and team event organization.
- Catering and Provisions: Oversee lunch ordering and ensure the kitchen is consistently stocked, maintaining a comfortable and productive working environment for all staff.
- Event Coordination: Assist in planning and coordinating team events, including team-building activities, training sessions, and company outings.
- Vendor Relations: Assist in managing relationships with vendors, ensuring software licenses are up-to-date, and managing any procurement processes.
BUSINESS ANALYST
- Data Management: Assist in data management tasks, including data entry and maintaining data quality in the CRM system.
- Data Analysis: Track, analyze, and report on data for finance, sales, and customer success teams using Excel, Salesforce.com, and other tools to identify trends and opportunities.
- Finance Team Support: Gather financial data, update the financial model, perform basic accounting, provide analysis including building visualizations (graphing, charting) and Powerpoint presentations.
- Documentation Support: Help with the management of technical documentation, ensuring they are updated, properly filed, and easily accessible.
- Project Management/Assistance: Support the team with project-related tasks, including tracking progress, maintaining project documentation, and assisting with project reporting.
Benefits
Salary of $50k-$80k depending on experience
Equity potential
401k match
Healthcare, Dental, Vision
Unlimited PTO