Lead Financial Planning and Analysis Manager

Overview

The organization is seeking an experienced financial leader to serve as the US FP&A Lead. This role provides 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.

You will connect high-rigor financial governance, regulatory compliance, and strategic cost-center analysis to drive business performance and optimize financial outcomes in a high-growth environment. In this capacity, you will manage state-level regulatory reporting across key US jurisdictions, liaise with state regulators, and lead preparations for multi-state licensing examinations. You will also translate complex data into actionable insights through accurate forecasting and stakeholder-ready reporting.

Responsibilities

• Strategic FP&A & Commercial Planning: Lead US budgeting, forecasting, financial modeling, and strategic financial planning to support rapid growth, guide commercial decision-making, and identify opportunities that drive top-line growth and profitability.
• Business Performance & Budget Management: Track performance against budget targets, ensure adherence to financial targets, and manage cost-center reporting across teams.
• Financial Analysis & Strategic Advisory: Partner with cross-functional teams to analyze financial data and key 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 cross-functional stakeholders, align goals with broader organizational objectives, and enhance financial reporting with clear, compelling storytelling.
• Regulatory Finance & Compliance: Own state-level regulatory compliance across key 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 and financial reporting, maintaining an 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 continuously implement process improvements to streamline reporting, improve forecasting accuracy, and strengthen decision-making.

Requirements

• US CPA or equivalent qualification: Active US Certified Public Accountant (CPA) credential, or fully qualified accountant certification (ACA, ACCA, CIMA).
• Progressive finance leadership: 5+ years of progressive finance experience, including at least 3–5+ years in regulated financial services (e.g., money transmission, payments, fintech, or banking), plus experience as a Finance Business Partner or managing cost-center budgets.
• Regulatory finance ownership: Hands-on experience with state-level regulatory requirements, including NMLS filings, MSB call reports, Tangible Net Worth (TNW) monitoring, permissible investments, and surety bonds.
• Financial controls & reporting rigor: Direct 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: Strong ability to analyze complex financial data, track business trends, and craft detailed reports and narratives that inform strategic decisions.
• Stakeholder influence & collaboration: Proactive team player who collaborates across departments and can influence stakeholders to drive alignment.
• Execution & adaptability: Proven capability to perform in high-pressure, fast-paced environments while maintaining accuracy, quality, and tight deadlines.

Preferred Qualifications

• Big 4 audit or transaction advisory experience.
• Prior experience leading or managing multi-state licensing examinations (MSE).
• Deep strategic FP&A and financial modeling background prior to broad financial management.

AI Literacy & Tools

Experience and comfort using AI as a core part of daily work, including:

• Curiosity about how AI can be applied to accelerate analysis and improve processes, reporting, and communications.
• Practical experience using AI tools professionally (e.g., connecting information, drafting content, building frameworks, or deriving insights from data).
• Strong AI literacy: understanding what AI assistants can and cannot do, how to prompt effectively, and how to critically evaluate AI output.
• Awareness of ethical considerations and responsible AI use, particularly for sensitive data, customer experience, and compliance.
• Prior experience using Claude (Anthropic) is a nice-to-have but not essential.

Compensation & Benefits

• Unlimited annual leave
• Great healthcare benefits
• Employee discounts

Location

Remote-first with flexibility to work in your employing country wherever you are most focused and productive. The role involves management of regulatory reporting across US jurisdictions, including New York, New Jersey, Florida, and California.