Lead Financial Planning and Analysis Manager

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

📋 Description

• Oversee the US budgeting process, forecasting, financial modeling, and strategic financial planning.

• Facilitate commercial decision-making and pinpoint opportunities for revenue growth and increased profitability.

• Evaluate business performance against budget objectives and ensure compliance with financial targets.

• Manage reporting for cost centers across various teams.

• Collaborate with cross-functional teams to analyze financial data and business metrics.

• Monitor trends, identify issues, and provide actionable insights to enhance cost efficiency and overall performance.

• Advise leadership and cross-functional stakeholders, ensuring alignment with company goals.

• Improve financial reporting by incorporating clear and engaging storytelling techniques.

• Oversee state-level regulatory compliance across key US jurisdictions, including NMLS MSB Call Reports, monitoring of Tangible Net Worth, permissible investment tracking, and surety bond management.

• Manage audited US financial statements, financial reporting, and the internal controls environment with a focus on SOX-level rigor.

• Serve as a liaison with state regulators and external auditors.

• Lead multi-state licensing examinations and regulatory financial audits.

• Develop and expand the US finance function.

• Implement process enhancements to streamline reporting, improve forecasting accuracy, and facilitate informed decision-making.

⛳️ Requirements

• Active US Certified Public Accountant (CPA) license, or equivalent accounting certification (ACA, ACCA, CIMA).

• More than 10 years of progressive experience in finance.

• A minimum of 3–5 years in regulated financial services sectors such as money transmission, payments, fintech, or banking.

• Extensive experience as a Finance Business Partner or in managing cost-center budgets.

• Hands-on knowledge of state-level regulatory requirements, including NMLS filings, MSB call reports, Tangible Net Worth monitoring, permissible investments, and surety bonds.

• Direct experience with audited US financial statements, managing relationships with external auditors, and upholding internal controls with SOX-level rigor.

• Capacity to be quickly approved as an NMLS control person/executive officer.

• Established US background appropriate for standard FBI fingerprinting, credit, and background checks.

• Strong analytical skills for assessing complex financial data, tracking business trends, and producing detailed reports with compelling narratives.

• Proven ability to influence key stakeholders and foster alignment with corporate objectives.

• Demonstrated capability to perform effectively in fast-paced, high-pressure environments while maintaining accuracy and meeting tight deadlines.

• Authentic curiosity about AI and its relevance to the workplace.

• Practical experience in utilizing AI tools in a professional context.

• Strong understanding of AI, including effective prompting and critical evaluation of AI-generated outputs.

• Awareness of ethical considerations and responsible AI usage, especially concerning sensitive data, customer experience, and compliance.

🏝️ Benefits

• Remote-first culture with the flexibility to work from anywhere within the employing country for optimal focus and productivity.

• Unlimited annual leave.

• Excellent healthcare benefits.

• Employee discounts.

• Location-specific benefits tailored to support employees' overall well-being.

• A culture of high trust and ownership.