Senior Manager, Financial Planning & Analysis

Role Overview

The Senior Manager of Financial Planning & Analysis (FP&A) at Wealth.com will report directly to and work closely with the Chief Financial Officer. Key responsibilities include:

• Transforming raw financial and operational data into narrative-driven strategy
• Dissecting issues affecting key growth initiatives
• Assisting with other strategic objectives
• Designing, implementing, and managing continuous rolling forecasts and financial planning processes
• Championing modern AI workflows (specifically leveraging Claude and Gemini) to automate manual inputs, streamline coding scripts, and run real-time scenario planning
• Constructing sophisticated, scalable financial models to support business development, pricing strategies, and core corporate strategic initiatives
• Gathering, synthesizing, and translating complex financial results into clear, narrative-driven insights and presentations for the leadership team and Board of Directors
• Collaborating with functional departments to aggregate financial and operational data, map business trends, and identify critical optimization opportunities
• Partnering with the Accounting team to streamline monthly, quarterly, and year-end close cycles
• Maintaining key inputs for the company's operating model
• Serving the Sales and Product teams through deep financial analysis
• Preparing reports for the leadership team
• Assisting the Accounting team with monthly, quarterly, and year-end closings of the books and records

What You'll Bring

• Bachelor's degree in Accounting, Finance, Economics, or a quantitative field (e.g., Data Science)
• Minimum 4-6 years of progressive experience, ideally with an investment banking or management consulting background and more recent FP&A experience within a technology start-up
• High tolerance for ambiguity and ability to manage changing priorities dynamically
• Strong comfort with and curiosity for integrating generative AI tools (specifically Claude and Gemini) into daily workflows to augment financial analysis, speed up research, and refine communications
• Exceptional analytical abilities coupled with advanced MS Excel and PowerPoint skills
• Outstanding presentation and storytelling skills
• Proven ability to confidently influence and guide senior executive decision-making

Benefits & Perks

• Hybrid work arrangement in New York City (minimum 3x a week)
• Excellent medical, dental, and vision insurance options, with low-cost premium structures
• 100% company-paid basic life insurance, short-term and long-term disability insurance
• Company equity managed through Carta
• 401k with match and 100% vesting upon hire
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Free estate planning for life!
• Equal opportunity employer