Financial Planning and Analysis (FP&A) Manager

Finance plays a pivotal role in managing the company’s financial performance and shaping its strategic priorities. The FP&A team is responsible for facilitating the coordination, consolidation, reporting, and analysis of the overall forecast process; Board of Director reporting, deal valuation, and long-term planning/strategic initiatives. The FP&A Manager will be primarily responsible for supporting all the financial and business metrics planning, reporting, and analysis processes (Budget/Forecast/Actual) and working with various functional teams across the organization.

Responsibilities

Support the annual budgeting and quarterly forecast processes with a focus on accurate forecasting and variance analysis to provide the business understanding and support decision-making; Create and maintain monthly and quarterly operational and ad-hoc reports demonstrating financial performance and key business metrics; Provide in-depth analysis and commentary on monthly and quarterly actuals to plan variances in the income statement, balance sheet, and cash flow; Ensure reporting accuracy across monthly, quarterly, and year-end report packages and presentation decks; Update and enhance management reports, board presentations, and investor reports as requested; Manage and maintain the financial models; In collaboration with the VP of Finance, manage the implementation and maintenance of forecasting and reporting systems and tools; Support business units with diligence and analysis surrounding new products, expansion of services, areas of growth, and efficiency. Serve as a point of contact in investigating/evaluating ad hoc business questions

Requirements

Bachelor’s degree in Finance/Economics/Business or a related field; 5+ years of progressive background in financial analysis preferably in an FP&A role with a knowledge of GAAP accounting fundamentals; An Excel whiz with highly proficient financial modeling and scenario planning skills; Proficiency in a cloud-based accounting system and/or financial planning system with report writing experience (Adaptive Insights, Oracle ERP, Sage, Netsuite, Hyperion, etc.); Working knowledge of business analytical tools (e.g. Tableau) and experience with databases (e.g. Snowflake); Excellent verbal, written, and interpersonal communication skills with the ability to interpret and present data in a compelling format to finance and non-finance audiences; Self-starter and able to work independently

Nice to have

investment banking experience a plus!

Benefits

People: work with talented, collaborative, and friendly people who love what they do; Guidance: utilize our learning platform to fully get the training and tools you’ll need to become successful here from your first day with us; Surprise meal stipends: work from home can’t stop the enjoyment of someone else making a meal for you; Work/life harmony: 15 days vacation, floating and set holidays, wellness allowance, and paid parental leave; Whole Health Package: medical, dental, vision, life, disability insurance, and more; Savings: a 401k (USA) plan to help you plan ahead; Work from home stipend: to assist you in setting up a home office that works for you (or buy a new dog leash - your choice!)