Head of FP&A
Lead FP&A at a fast-growing AI-powered wealth management startup. Build financial models, deliver budgets/forecasts, provide cross-functional insights, and support strategic initiatives. Requires 7+ years in FP&A/corporate finance, strong modeling and accounting skills.
About the job
Responsibilities
- Partner with the VP of Finance to deliver the annual budget, quarterly forecasts, and long-range plan — owning key modeling, analysis, and insight responsibilities.
- Build and evolve financial models and performance metrics to enable forecasting and insights across revenue growth, unit economics, customer behavior, pricing, and other core business drivers.
- Execute monthly and quarterly financial reporting, variance analysis, KPI tracking, and narrative commentary for leadership and operations.
- Collaborate cross-functionally with Sales, Marketing, Planning, Product, Operations, and Engineering to gather assumptions, stress-test plans, and provide financial clarity.
- Streamline and automate FP&A workflows, tools, and reporting infrastructure to improve efficiency and scalability.
- Support fundraising, board materials, due diligence, and other strategic finance initiatives as needed.
Requirements
- 7+ years of experience in FP&A, transaction advisory, corporate finance, or audit (Big 4 or similar).
- Strong technical capabilities — advanced Excel, financial modeling, and scenario analysis.
- Solid accounting fundamentals with a strong command of P&L, balance sheet, and cash flow dynamics.
- Ability to distill detailed financial models into clear business insights and executive narratives.
- Strong ownership mindset — proactive, comfortable with ambiguity, and biased toward action.
Nice-to-Haves
- MBA, CPA, or similar credential.
- Experience with BI tools, data analytics, SQL, and FP&A platforms (Adaptive, Vena, Pigment, Datarails, etc.).
- Familiarity with SaaS metrics (ARR, churn, cohorts, CAC, LTV) and/or startup experience.
Skills
Financial Modeling, Excel, SQL, BI Tools, Fp&A Platforms, SaaS Metrics, Accounting Fundamentals, Variance Analysis, KPI Tracking, Scenario Analysis
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