Own financial planning, budgeting, forecasting, and management reporting for a fast-growing fintech RIA. Partner with leadership to translate data into strategic decisions.
Salary not listed
Hybrid5+ YOEFinance & Accounting
About the role
Your Impact
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
The Ideal Match
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
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