Finance Manager (Fintech)

TL;DR

Finance Manager (Fintech): Delivering BI and actionable insights for GTM teams with an accent on operational efficiency, profitability, and growth. Focus on leading annual sales budgeting, developing company-wide KPI dashboards, and managing FP&A deliverables.

Location: Hybrid in New York, NY (may telecommute once a week)

Salary: $169,541 per year

Company

A financial technology company powering the new savings economy across retirement, education, and healthcare savings needs.

What you will do

• Act as a key finance partner to GTM teams, delivering BI and actionable insights for operational efficiency and growth.
• Lead the annual sales budgeting process and provide ongoing analytics regarding goal progress.
• Support the development and execution of monthly sales commission processes.
• Own the development and maintenance of company-wide KPI dashboards to support a data-driven culture.
• Manage regular and ad-hoc FP&A deliverables, including reconciliations, variance analysis, and financial statement preparation.
• Collaborate with broader finance teams on forecasting and internal reporting requirements.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a closely related field.
• 5 years of post-baccalaureate experience as a Finance Manager or Senior Financial Analyst in Fintech, Tech, or Financial Services.
• Valid CPA license.
• Proficiency with US GAAP and Salesforce.
• Must be based in New York, NY to adhere to the hybrid office policy.

Culture & Benefits

• Competitive health coverage and generous vacation offering.
• Hybrid office policy with modern workspace options in Midtown Manhattan and other US hubs.
• Dedicated Employee Wellbeing Committee.
• Comprehensive 401(k) plan.

Hiring process

• Initial 1-2 conversations to get to know the team, your experience, and interests.
• Skill or experience screen (deep dive into relevant professional background).
• Virtual or in-person interview panel.
• Reference check stage with former supervisors and peers.