Financial Planning & Analysis Manager
The Role
Lead the annual budgeting process and quarterly reforecasts, coordinating inputs across every function in the business.
Build and own monthly management reporting packages — variance analysis, clear narratives, drivers vs. plan.
Develop dynamic financial models for long-range planning, scenario analysis, and business case evaluations.
Partner directly with business leaders to provide financial guidance, challenge assumptions, and support data-driven decisions.
Track KPIs and operating metrics, surfacing risks and opportunities to leadership before they become problems.
Own and continuously improve our financial planning infrastructure — tools, templates, and processes.
Support board and investor reporting, including prep materials and ad hoc analysis.
Collaborate with Accounting on the close process so actuals flow cleanly into reporting and forecast models.
Requirements
- 5+ years in FP&A or a related finance role (investment banking, consulting, or corporate finance all count)
- You can build a three-statement model and a complex operating model from scratch — no templates needed
- Advanced Excel skills; experience with financial planning tools like Adaptive, Anaplan, Pigment, or similar
- You know how to turn a mountain of data into an exec-ready output without losing the story
- Comfortable in a fast-moving, ambiguous environment where priorities shift and you adapt quickly
- Strong communicator — you can walk a non-finance audience through a complicated financial picture and make it land
Bonus Points
- Background at a high-growth startup or financial services company
- Hands-on experience with Datarails for financial planning and reporting
- Familiarity with NetSuite or a comparable ERP
- CPA, CFA, or MBA are appreciated but not a requirement
Benefits
Competitive comp package that rewards impact
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO