FP&A Manager

Posted 2024-11-16

View full description

💎 Seniority level: Manager, 5-8 years

📍 Location: US, UK

💸 Salary: 95195 - 142792 USD per year

🔍 Industry: Fintech

🏢 Company: Stash

🗣️ Languages: English

⏳ Experience: 5-8 years

🪄 Skills: LeadershipSQLCommunication SkillsAnalytical SkillsAccountingAttention to detailOrganizational skills

Requirements:

Experience in investment banking, private equity, consulting, corporate finance, or financial planning and analysis is highly preferred.
5-8 years of analytical or finance experience.
Experience in technology or banking industry is a plus.
B.S. in Management, Finance, Engineering, or relevant subject from a top university.
Solid understanding of accounting standards and financial statement modeling.
Strong attention to detail and organizational skills.
Top-notch Excel skills and modeling capabilities.
Familiarity with SQL and managing large data sets.
Excellent communication skills.

Responsibilities:

Partner with Head of FP&A to drive all FP&A, investor relations, and corporate development related activities.
Collaborate with Senior Leadership to develop and monitor key performance indicators across the organization.
Assist in driving the budgeting and forecasting process.
Work with department owners to translate operational metrics into actionable guidance.
Analyze data using statistical techniques to identify trends.
Proactively identify business improvement areas and provide data-driven arguments.
Prepare ad hoc analyses and forecasts for new opportunities.

Apply

Related Jobs

Apply

🔥 FP&A Manager

Posted 2024-11-20

📍 United States

🧭 Full-Time

🔍 Technology solutions for education, healthcare, and business campuses

🏢 Company: Transact Campus

Bachelor's degree in Finance, Accounting, Economics, or a related field.
MBA or relevant certifications like CFA or CPA preferred.
5-10 years of experience in financial analysis and modeling, preferably in a SaaS or technology company, with professional services firm experience highly desirable.
Proficiency in financial modeling and advanced Excel skills.
Experience with financial planning and ERP software, preferably NetSuite.
Strong analytical and problem-solving capabilities.
Excellent written and verbal communication skills.
High attention to detail and accuracy.
Ability to work effectively in a collaborative, fast-paced environment.

Conduct in-depth financial analysis to evaluate company performance including variance, trend, and scenario planning.
Create data-driven business recommendations to support decision-making.
Assist in consolidating annual budgets, quarterly forecasts, and long-term financial plans.
Perform detailed financial modeling to support M&A strategies when necessary.
Prepare financial reports highlighting key trends and insights.
Ensure accuracy and integrity of financial data in systems.
Develop monthly KPIs to track business performance.
Provide ad hoc financial analyses for special projects.
Collaborate with cross-functional teams to gather data for analysis.

StrategyCommunication SkillsAnalytical SkillsCollaborationAccountingAttention to detail

Posted 2024-11-20

Apply

🔥 FP&A Manager

Posted 2024-11-07

📍 United States, Austin, TX

🧭 Full-Time

🔍 Software

🏢 Company: AlertMedia

6+ years of experience in corporate finance, strategic finance, accounting, and/or analytics.
Software or technology experience, understanding of SaaS business operating frameworks preferred.
Strong understanding of accounting principles and financial statements.
Ability to leverage analytical tools and statistics for financial analysis and forecasting.
Strong financial modeling background required.
Experience leading and building teams is a strong plus.
Excellent verbal and written communication skills with attention to detail.
Advanced Excel skills required; experience with Salesforce and NetSuite is a plus.
BA/BS Degree in finance, accounting or a related analytical field.

Own and maintain the corporate financial model and support stakeholders with key business decisions.
Lead the analysis of operating and financial results (budget to actuals) as part of the monthly forecast process and ensure accurate and timely completion of all deliverables.
Compile financial and business reports including board and investor packages.
Partner with revenue operations and customer operations teams to track key performance metrics.
Prepare reports related to operational or strategic initiatives and provide insights to management.
Lay the foundation for a strong FP&A function by building processes and automation.

CollaborationAccountingAttention to detail

Posted 2024-11-07

Apply

🔥 Associate FP&A Manager

Posted 2024-11-07

📍 AZ, CA, CO, FL, GA, KS, KY, ID, IL, IN, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

🧭 Full-Time

💸 105000 - 135000 USD per year

🔍 Logistics and Fulfillment

🏢 Company: ShipBob, Inc.

Bachelor's degree in business, Finance or related degree.
6-8 years of experience in Commercial Finance, FP&A, investment banking, consulting, or a related field.
Excellent financial modeling skills and understanding of financial statements.
3PL or other relevant industry experience.
Excellent communication and presentation skills.
High comfort level with NetSuite, Microsoft Excel, Word, and PowerPoint.
Working knowledge of SQL, Power BI, and Power Query is preferred.
Proactive self-starter with the ability to meet deadlines.
Strong critical thinking skills.
Passion for results with a focus on accuracy and integrity.
Ability to thrive in a dynamic startup environment.
Excellent leadership and team management skills.

Complete thorough analysis on the P&L each month and communicate key performance drivers and variances to plan to senior management.
Prepare monthly and quarterly financial reporting presentations for investors and the board highlighting key business metrics, variance to budget and other relevant trends.
Prepare the annual operating plan and engage with VPs to build appropriate plans and targets.
Collaborate with partners to strategize and report on weekly performance related to Operations.
Manage relationships with Operations team to build bottoms-up forecasts.
Provide insightful analysis of key operational business metrics and communicate findings.
Develop and improve financial models and procedures.
Implement continuous improvement and automation in existing files and processes.
Provide proactive solutions to business needs and optimize investments.
Mentor new coworkers and foster a collaborative work environment.
Network with stakeholders to understand key objectives.

LeadershipSQLData AnalysisMicrosoft Power BICross-functional Team LeadershipFinancial ManagementData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-11-07

Apply

🔥 FP&A Manager - Operations

Posted 2024-10-24

📍 UK, India, Germany

🧭 Full-Time

🔍 Financial services and technology

🏢 Company: Careers at Tide

Qualified accountant (ACA / ACCA / CIMA or equivalent).
Undergraduate or master’s degree in finance, accounting, economics, or mathematics.
7+ years of relevant experience in FP&A, ideally within high growth startups/scaleups in financial services or technology.
Strong Excel / Google Sheets skills and experience with financial planning software (e.g., Anaplan) and data visualization tools (e.g., Looker).
Effective communication skills, with ability to influence Senior Leadership stakeholders.
Proven track record of developing process improvements for FP&A.
Ability to provide insights from data to drive financial performance.
Proactive and solutions-focused mindset with high attention to detail.
Ability to build trusting relationships and manage multiple priorities in a fast-paced environment.
Experience working at a Tech or Fintech company.

Leading financial review of automation, GenAI, and other initiatives aimed at enhancing operational efficiency.
Leading part of the annual budgeting and quarterly reforecasting processes in collaboration with Senior Leadership and stakeholders.
Owning and managing key financial models within Member Operations to forecast financial performance.
Developing financial models for scenario analysis and assessing impacts of strategic initiatives.
Using large datasets to identify risks and opportunities, providing insights to Senior Leadership.
Coaching and mentoring FP&A Analysts and reviewing their work.
Developing policies for financial accuracy and compliance.
Implementing process improvements.
Business partnering with area/unit leaders to improve financial performance.
Driving roadmap items for the financial planning system (Anaplan).
Owning the business case tendering process for projects in Member Operations.

LeadershipArtificial IntelligenceData AnalysisCross-functional Team LeadershipOperations ManagementFinancial ManagementData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-24

Apply

🔥 FP&A Manager

Posted 2024-10-22

📍 United States

🔍 Healthcare, specifically post-acute care

🏢 Company: Medalogix

At least four (4) years of relevant experience, preferably in financial analysis and business intelligence.
Bachelor’s degree in Finance, Accounting, or a related field with strong academic credentials.
Highly proficient in Microsoft Office Suite, particularly advanced Excel and PowerPoint; NetSuite experience is a plus.
Meticulous attention to detail and exceptional organizational skills.
Data-driven, proactive self-starter capable of meeting deadlines with minimal supervision.
Highly analytical with capability to synthesize data for sound conclusions and recommendations.
Excellent verbal and written communication skills.
Willing to travel to Nashville, if not based there.

Support the company’s month-end close review and monthly business review processes, including preparing budget variance analyses and reconciliations.
Track key operational and financial metrics, and drive business intelligence and decision support for internal and external stakeholders.
Assist with preparation of monthly financial reporting packages and executive-level presentations.
Prepare routine analysis of financial and operational results to predict performance.
Support annual budgeting and monthly forecasting processes.
Organize and analyze large datasets to drive insights.
Implement process improvements within the Finance team and organization.
Support financing activities and strategic corporate development initiatives.
Maintain accuracy of documentation related to Finance team processes.

Business IntelligenceData AnalysisData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelDocumentationMicrosoft Office Suite

Posted 2024-10-22

Apply

🔥 FP&A Manager

Posted 2024-10-15

📍 United States

🧭 Full-Time

🔍 Finance

🏢 Company: Core Catalysts, LLC

Bachelor's degree in Finance, Accounting, or a related field; MBA preferred.
5+ years of experience in financial planning and analysis, preferably in a management role.
Strong proficiency in financial modeling and data analysis.
Advanced skills in Excel and knowledge of financial analysis software, including Microsoft Power BI.
Experience in working with large ERP Systems (e.g. Sage, NetSuite, etc.).
Excellent analytical, problem-solving, and decision-making skills.
Strong communication and presentation abilities to convey complex financial data to stakeholders.
Proven experience in developing and maintaining strong working relationships across various departments.

Lead the annual and monthly budgeting and forecasting processes, ensuring accuracy and alignment with business strategy.
Provide insightful analysis of financial performance, identifying trends, risks, and opportunities for improvement.
Develop and maintain financial models to support decision-making at various levels of the organization.
Partner with operational teams to analyze costs and implement effective cost control measures.
Prepare and present monthly financial reports and variance analysis to senior management.
Evaluate business performance metrics and advise on strategic initiatives.
Oversee the development and refinement of key performance indicators (KPIs) to measure financial success.
Ensure compliance with financial regulations and best practices.

LeadershipData AnalysisMicrosoft Power BICross-functional Team LeadershipFinancial ManagementData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-15

Apply

FP&A Manager

Requirements:

Responsibilities:

Related Jobs

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities