FP&A Manager

Overview

This is a remote position with overnight travel to Carmel, Indiana, one to two times per year.

The organization is seeking a FP&A Manager in its FinOps department. In this full-time, exempt role, you will lead client engagements from planning through delivery, managing team members, timelines, and budgets while serving as a hands-on thought partner to clients and the organization’s CFO team.

The role uses a modern tech stack including QuickBooks Online, Fathom, Liveflow, Karbon, Google Workspace, and Claude.

Responsibilities

• Lead client engagements from planning through delivery, including building project plans, managing timelines and scope, and quoting ad-hoc work as it arises
• Manage, train, and mentor team members from Associate through Senior Analyst, ensuring high-quality work products delivered on time and on budget
• Serve as a hands-on thought partner to clients by identifying key metrics and levers connecting financial KPIs to operational goals
• Partner with the CFO team to execute financing strategy, including equity and debt raises
• Lead difficult conversations, manage client expectations, and support renewal scope-of-work discussions
• Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets, creating new standard templates where needed
• Review models for logic, stress-test them, and refine them so clients can easily digest the results
• Implement department-wide QA standards and SOPs, standardize workpapers, and resolve high-stakes data discrepancies
• Evaluate how to use AI effectively and securely to improve the client and employee experience and the quality of deliverables
• Keep the department running smoothly through accurate timekeeping, budget and utilization tracking, task management, and billing updates

Requirements

• Bachelor’s degree in Accounting or Finance
• 6+ years of FP&A or accounting experience, including leading engagements or teams
• Excellent quantitative skills, with strong experience in Excel and Google Sheets
• Demonstrated project management skills, including scope, timeline, and budget management
• Excellent written and verbal communication skills with strong attention to detail
• Proven ability to lead in ambiguous, fast-changing environments and to master new software quickly
• A dedicated remote workspace with a professional background and a strong, reliable internet connection

Preferred Qualifications

• Experience supporting fundraising activity, including equity and debt raises
• CPA, CFA, or MBA

Compensation & Benefits

• Competitive compensation and benefits
• Paid time away from work
• Flexible work environment

Location

Remote position with overnight travel to Carmel, Indiana, one to two times per year.