Lead Financial Planning and Analysis Manager

Overview

This role involves leading U.S. FP&A and serving as a key financial leader for regulatory finance and core FP&A processes within a high-growth, regulated environment.

You will take immediate ownership of U.S. financial operations, oversee state-level regulatory reporting across key U.S. jurisdictions (including New York, New Jersey, Florida, and California), liaise with state regulators, and lead preparations for multi-state licensing examinations. You will also act as a strategic partner to leadership and cross-functional teams by translating complex data into actionable insights, delivering accurate forecasts, and influencing stakeholders to support commercial success.

Responsibilities

• Strategic FP&A & Commercial Planning: Lead U.S. 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 cross-functionally 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 cross-functional stakeholders by aligning goals to broader business objectives; enhance financial reporting through 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 U.S. financial statements, financial reporting, and the internal controls environment with SOX-level rigor.
• Regulator & External Examiner Engagement: Act as the key executive liaison to state regulators and external auditors, leading multi-state licensing examinations (MSE) and regulatory financial audits.
• Leadership, Process Improvement & Scaling: Establish and scale the U.S. finance function and continuously improve processes to streamline reporting, enhance forecasting accuracy, and support sound decision-making.

Requirements

• CPA / Accountant Credential: Active US Certified Public Accountant (CPA) credential, or fully qualified accountant certification (ACA, ACCA, CIMA).
• Finance Leadership Experience: 10+ 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 U.S. 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 U.S. 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 produce detailed reports and narratives that inform strategic decisions.
• Stakeholder Influence & Collaboration: Proactive collaborator with a demonstrated track record of influencing stakeholders and driving alignment.
• Execution & Adaptability: Proven ability to deliver accurately under pressure in a fast-paced environment with 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 broader financial management.

AI Literacy & Tools

For this role, the organization expects demonstrated engagement with AI as part of day-to-day work, including:

• Genuine curiosity about AI use cases in your area (accelerating analysis/insight generation; improving process and communication design/delivery)
• Practical experience using AI tools in a professional context (connecting information, drafting content, building frameworks, creating insights from data)
• Strong AI literacy (understanding what AI assistants can/can’t do, prompting effectively, and critically evaluating outputs)
• Awareness of ethical considerations and responsible AI use in the workplace, particularly with sensitive data, customer experience, and compliance
• Prior experience using Claude (Anthropic) is a nice-to-have, not required

Compensation & Benefits

• Unlimited annual leave
• Great healthcare benefits
• Employee discounts

Location

Remote-first with flexibility to work in your employing country wherever you feel most focused and productive; location-specific perks are provided.