FP&A Senior Manager

Overview

This role is for a Senior Manager, FP&A, joining a growing FP&A team at a boutique finance, accounting, tax, and strategy organization that supports startup and high-growth companies. The position is client-facing and involves leading financial planning, analysis, reporting, budgeting, forecasting, and data-driven insights to help clients manage performance, cash burn, capital allocation, and fundraising.

Responsibilities

• Lead service delivery to clients and serve as their principal financial partner
• Lead and manage a team of financial analysts providing FP&A services
• Build financial dashboards and visualization tools to communicate results and tell a clear financial story
• Prepare and present comprehensive monthly financial reports for multiple clients, including:
  • Financial statements
  • Trend reporting
  • Budget vs. actual reporting
  • Key metrics
• Develop assumptions-driven financial models to support forecasting, headcount/resource planning, runway management, and fundraising planning
• Partner with client teams to understand key performance drivers
• Prepare detailed reporting on unit economics and margin analysis
• Lead annual and quarterly budgeting processes for multiple clients
• Collaborate with accounting teams to understand underlying data
• Perform ad-hoc analysis for clients, including pricing strategy, margin sensitivity, and cash burn scenarios

Requirements

• 10+ years’ experience in financial planning, analysis, and reporting
• Bachelor’s degree in Accounting or Finance with knowledge of GAAP/accrual principles
• Advanced Excel skills and strong analytical capabilities
• Confident, polished presentation of complex financial metrics and analysis
• Excellent written and verbal communication
• Ability to organize priorities, manage deadlines, and support multiple clients
• Ability to work independently and collaborate with a virtual team
• Exceptional analytical, reasoning, and problem-solving skills
• Partner mindset aligned with client teams
• Ability to develop work products in ambiguous environments across client industries and stages of operations

Preferred Qualifications

• Proficiency with Business Intelligence platforms (e.g., Tableau, PowerBI, Grow, Looker)
• Experience with cloud-based accounting, reporting, and FP&A platforms (e.g., QBO, Xero, LiveFlow, Mosaic, Runway)
• Early-stage startup experience in finance or FP&A roles
• Client-service experience
• CPG or SaaS industry experience

Compensation & Benefits

• Pay range: 108,990 - 147,458 USD per year
• Health & Wellness:
  • Competitive Medical, Dental, and Vision coverage
  • 100% of the employee’s health insurance premium covered
• Financial Security:
  • Company-paid Short-Term and Long-Term Disability insurance
• Work/Life Balance:
  • Generous Unlimited Paid Time Off (PTO)
  • 11 paid company holidays
  • Comprehensive paid parental leave
• Remote Work Setup:
  • Fully remote position with company-provided technology equipment
  • $250 technology stipend
• 401k:
  • Company match

Location

Remote (United States)