FP&A Manager (Fintech)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
FP&A Manager (Fintech): Supporting financial planning and analysis for an AI-powered wealth management platform with an accent on financial modeling, budgeting, and reporting. Focus on scaling financial operations, translating data into actionable insights, and automating FP&A processes in a fast-paced startup environment.
Location: On-site in McLean, VA. Relocation is possible.
Company
is building an AI-powered wealth management platform to consolidate investments, taxes, and retirement planning into a single application.
What you will do
- Partner with the VP of Finance on annual budgeting, quarterly forecasts, and long- planning.
- Develop and maintain financial models and KPIs for revenue growth, unit economics, and customer behavior.
- Prepare monthly and quarterly financial reports, variance analysis, and KPI tracking for leadership.
- Collaborate with Sales, Marketing, Product, and Engineering to provide financial context for business decisions.
- Automate FP&A reporting and processes to improve efficiency and scalability.
- Support fundraising efforts and board material preparation.
Requirements
- 5+ years of experience in FP&A, corporate finance, transaction advisory, or audit.
- Bachelorβs degree in Finance, Accounting, Economics, or a related field.
- Advanced Excel skills and proficiency in financial modeling.
- Strong understanding of P&L, balance sheet, and cash flow.
- Ability to communicate complex analyses to non-finance stakeholders.
- Must be based in or be able to relocate to McLean, VA for full-time in-office work.
Nice to have
- MBA, CPA, or similar credential.
- Experience with BI tools or FP&A platforms such as Adaptive, Vena, Pigment, or Datarails.
- Familiarity with SaaS metrics (ARR, churn, CAC, LTV) and startup experience.
Culture & Benefits
- 100% employer-covered medical insurance for employees (75% for dependents), dental, and vision.
- 401(k) retirement savings program.
- Paid time off and most federal holidays.
- Comprehensive parental leave policy.
- Complimentary select meals and monthly fitness stipend.
- Equity opportunities and a strong focus on professional development.
- Boomerang Program: Ability to leave to start your own company and return within 6 months.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β