Lead Financial Planning and Analysis Manager

Overview

This role is responsible for US FP&A and regulatory finance leadership in a high-growth, regulated environment. You will take immediate ownership of US financial operations, the regulatory finance function, and core FP&A processes, while serving as a strategic partner to leadership and cross-functional teams.

Responsibilities

• Strategic FP&A & Commercial Planning: Lead US budgeting, forecasting, financial modeling, and strategic financial planning to support rapid growth and guide commercial decision-making.
• Business Performance & Budget Management: Track performance versus budget targets, ensure adherence to financial targets, and manage cost-center reporting across teams.
• Financial Analysis & Strategic Advisory: Partner across functions to analyze financial data and key business metrics, identify trends and areas of concern, and generate actionable insights to improve cost efficiency and overall performance.
• Stakeholder Alignment & Executive Reporting: Advise leadership and stakeholders by aligning goals with company objectives and enhancing financial reporting through clear, compelling storytelling.
• Regulatory Finance & Compliance: Own state-level regulatory compliance across key US jurisdictions, including NMLS MSB Call Reports, Tangible Net Worth (TNW) monitoring, permissible investment tracking, and surety bond management.
• Audit, Financial Reporting & SOX Control: Own audited US financial statements, financial reporting, and the internal controls environment with SOX-level rigor.
• Regulator & External Examiner Engagement: Serve as the key executive liaison to state regulators and external auditors, including leading multi-state licensing examinations (MSE) and regulatory financial audits.
• Leadership, Process Improvement & Scaling: Establish and scale the US finance function and implement process improvements to streamline reporting, boost forecasting accuracy, and support sound decision-making.
• AI in the Role: Engage with AI as a core part of the work—using it to accelerate analysis and insight generation, improve processes and communications, and critically evaluate outputs.

Requirements

• Core Credentials & Background: Active US Certified Public Accountant (CPA) credential, or fully qualified accountant certification (ACA, ACCA, CIMA).
• Progressive Finance Leadership: 10+ years of progressive finance experience, including at least 3–5+ years in regulated financial services (e.g., money transmission, payments, fintech, or banking), with experience as a Finance Business Partner and/or managing cost-center budgets.
• Regulatory Finance Ownership: Hands-on experience with state-level regulatory requirements, including NMLS filings, MSB call reports, TNW monitoring, permissible investments, and surety bonds.
• Financial Controls & Reporting Rigor: Experience owning audited US financial statements, managing external audit relationships, and maintaining internal controls with SOX-level rigor.
• Regulatory Approval Readiness: Ability to be approved quickly as an NMLS control person / executive officer, requiring an established US background suitable for standard FBI fingerprinting, credit, and background checks.
• Financial Analytics & Strategic Decision-Making: Ability to analyze complex financial data, track business trends, and craft detailed reports and narratives to support strategic decisions.
• Stakeholder Influence & Collaboration: Proactive collaborator with a track record of influencing stakeholders and driving alignment.
• Execution & Adaptability: Ability to perform effectively in a high-pressure, fast-paced environment while maintaining accuracy, quality, and tight deadlines.

Preferred Qualifications

• Audit / Advisory Background: Big 4 audit or transaction advisory experience.
• Exam Experience: Prior experience leading or managing multi-state licensing examinations (MSE).
• FP&A Depth: Deep strategic FP&A and financial modeling background prior to broad financial management.
• AI Tooling (Nice-to-Have): Prior experience using Claude (Anthropic).

Compensation & Benefits

• Unlimited annual leave
• Great healthcare benefits
• Employee discounts

Location

• Remote-first, with flexibility to work in your employing country where you feel most focused and productive.
• US regulatory responsibilities include New York, New Jersey, Florida, and California.