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): Building and scaling planning and analysis capabilities to turn data and strategic priorities into clear decisions with an accent on forecasting quality, resource allocation, and operational impact. Focus on automating FP&A workflows using AI/LLMs, driving annual budgeting cycles, and optimizing SaaS metric reporting.
Location: Onsite in Seattle, WA (5 days a week)
Salary: $115,000β$150,000 + 15% target annual bonus
Company
is a financial data provider and a Morningstar company that provides actionable insights into financial health and business performance.
What you will do
- Drive annual budgeting, long-range planning, and rolling forecast cycles across bookings, revenue, and headcount.
- Run scenario planning and sensitivity analyses to inform senior leadership's strategic decisions.
- Support monthly close and BvA reviews through root-cause analysis and actionable recommendations.
- Manage and optimize core SaaS metrics including ARR, NRR, GRR, churn, and CAC/LTV.
- Implement AI, LLMs, and agentic workflows to automate forecasting, variance analysis, and reporting.
- Partner with functional leaders to align resource allocation and investment prioritization with business outcomes.
Requirements
- Bachelor's degree in Finance, Accounting, Business, Economics, or Engineering.
- 5+ years of progressive experience in FP&A, Strategic Finance, or Corporate Finance.
- Strong expertise in driver-based financial modeling and three-statement modeling.
- Advanced Excel/Google Sheets skills and experience managing large datasets.
- Must be authorized to work in the United States without visa sponsorship now or in the future.
- Proven ability to act as a trusted partner to senior leadership and influence cross-functional projects.
Nice to have
- Proficiency in SQL for financial and operational analysis.
- Experience with tools such as Adaptive, Anaplan, Tableau, Power BI, Salesforce, or NetSuite.
- Hands-on experience implementing AI/LLM tools for business productivity.
Culture & Benefits
- Comprehensive health, medical wellness, life, and disability insurance.
- Paid sabbatical program after four years and generous vacation/sick leave.
- 401k match and shared ownership employee stock program.
- Annual educational stipend and CFA exam stipend.
- Monthly transportation stipend and subsidized emergency childcare.
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