FP&A Manager

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

📋 Description

• Oversee client engagements from the initial planning stage through to delivery.

• Develop project plans, manage timelines and scope, and provide quotes for additional work as required.

• Supervise, train, and mentor team members ranging from Associate to Senior Analyst levels.

• Ensure that high-quality work is completed on schedule and within budget.

• Act as a proactive thought partner to clients.

• Identify critical metrics and levers that connect financial KPIs with operational objectives.

• Collaborate with the Milestone CFO team on financing strategies, including both equity and debt fundraising.

• Navigate challenging conversations and manage client expectations effectively.

• Assist in discussions regarding renewal scope-of-work.

• Develop and maintain client forecasts, 13-week cash flows, and KPI reporting using Google Sheets.

• Create new standard templates as necessary.

• Review and stress-test models to refine results for client comprehension.

• Implement quality assurance standards and standard operating procedures (SOPs) across the department.

• Standardize workpapers and address significant data discrepancies.

• Assess effective and secure applications of AI to enhance client and employee experiences, as well as the quality of deliverables.

• Keep accurate records for timekeeping, budget and utilization tracking, task management, and billing updates.

⛳️ Requirements

• Bachelor's degree in Accounting or Finance.

• Over 6 years of experience in FP&A or accounting, including leadership roles in engagements or teams.

• Exceptional quantitative skills.

• Strong proficiency in Excel and Google Sheets.

• Proven project management abilities, including managing scope, timelines, and budgets.

• Excellent written and verbal communication skills, with a keen attention to detail.

• Capability to lead in dynamic and ambiguous environments.

• Quick learner of new software tools.

• Experience in supporting fundraising efforts, particularly with equity and debt raises (preferred).

• CPA, CFA, or MBA is a plus.

• A dedicated remote workspace with a professional backdrop.

• A strong and reliable internet connection.

🏝️ Benefits

• Flexibility to work remotely.

• A flexible work environment.

• Competitive salary package.

• Paid time off benefits.

• Arrangement for a remote workspace.

• Access to cutting-edge, best-in-class technology.

• A collaborative and supportive team culture.