FP&A Manager

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Oversee monthly forecasting, the annual operating plan, and long-term planning activities for designated business areas.

• Evaluate actual outcomes against budget, forecasts, and previous year’s performance to pinpoint drivers, risks, opportunities, and business implications.

• Create executive-ready financial narratives and propose corrective measures.

• Develop and uphold driver-based financial models related to revenue, profitability, investment decisions, and scenario analysis.

• Collaborate with business leaders to enhance forecast accuracy and uphold financial commitments.

• Assess strategic initiatives and investment opportunities through financial modeling, sensitivity analysis, and ROI evaluations.

• Provide guidance to operational leaders in Technology, Product, Sales, Marketing, Corporate Functions, and other departments.

• Facilitate monthly business reviews with functional leaders.

• Assist with ad hoc analyses, strategic initiatives, and special projects.

• Act as the FP&A power user and process owner for the enterprise planning platform.

• Enhance planning models, reporting structures, assumptions management, system workflows, and automation.

• Ensure consistency across ERP systems, planning tools, BI platforms, and management reporting.

• Prepare management reporting packages for executives, private equity stakeholders, lenders, and Board meetings.

• Create dashboards, KPIs, and performance metrics.

• Support spending governance, investment prioritization, budget discipline, and reviews of out-of-budget spending.

• Examine vendor spending, contract renewals, and operating expenses for optimization prospects.

• Collaborate with Accounting and Procurement to enhance forecasting, accruals, and expenditure visibility.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

• 7+ years of progressive experience in FP&A or Corporate Finance.

• Robust experience in budgeting, forecasting, financial modeling, and management reporting.

• Advanced Excel modeling capabilities, including scenario and driver-based forecasting.

• Experience with enterprise planning systems such as Workday Adaptive Planning, Planful, or similar platforms.

• Familiarity with Power BI.

• Strong comprehension of financial statements and essential business performance metrics.

• Exceptional communication, presentation, and stakeholder management abilities.

• Capability to influence both financial and non-financial business leaders.

• Ability to thrive in a dynamic, fast-paced environment backed by private equity.

• Preferred experience in SaaS, FinTech, or software/technology business models.

• Preferred experience with board reporting, lender reporting, or environments with private equity ownership.

• Preferred experience in implementing or improving enterprise planning platforms and reporting processes.

• MBA, CPA, CFA, or a similar professional designation is preferred.

🏝️ Benefits

• Option for remote work.

• Opportunity to work within an innovative technology company that is transforming digital banking.

• Potential to manage resources as the team develops.

• Collaboration with executive stakeholders, private equity stakeholders, lenders, and the Board of Directors.