Job Description
Manager, Financial Planning & Analysis (FP&A) Location: NYC
Salary: $140,000- 160,000 plus bonus
About the Role We are seeking a Manager, FP&A to lead financial planning and analysis for a fast-growing fintech organization operating at the intersection of payments, compliance, and financial infrastructure. This role will own the company's FP&A function, driving forecasting, reporting, financial modeling, and strategic decision support across the business.
The ideal candidate combines strong analytical and financial modeling expertise with the ability to partner cross-functionally and influence key business decisions. This position offers significant exposure to executive leadership and strategic initiatives that will shape the company's next stage of growth.
Key Responsibilities Financial Planning & Forecasting - Own, maintain, and enhance the company's integrated three-statement financial model (income statement, balance sheet, and cash flow).
- Lead the annual budgeting process and rolling forecast cycles, partnering with department leaders to translate business plans into financial projections.
- Develop scenario analyses and sensitivity models to support strategic decision-making, including pricing, growth initiatives, resource allocation, and investment planning.
- Build and refine forecasting frameworks for revenue, transaction volume, and business performance.
Reporting & Analytics - Own monthly financial reporting, including variance analysis, KPI reporting, executive dashboards, and management commentary.
- Analyze customer-level and product-level profitability, transaction trends, and revenue performance.
- Maintain and optimize FP&A systems, reporting processes, and data integrity within financial planning platforms.
- Deliver actionable insights that improve business performance and support operational decision-making.
Executive & Strategic Finance Support - Prepare financial analyses and supporting materials for board presentations, investor updates, fundraising activities, and due diligence processes.
- Develop business cases for pricing strategies, new product launches, partnerships, and strategic investments.
- Partner closely with finance leadership on strategic initiatives, special projects, and ad hoc analyses.
- Support long-range planning and company-wide growth initiatives.
Cross-Functional Partnership - Collaborate with Sales, Product, Operations, and other business leaders to connect operational metrics with financial outcomes.
- Support go-to-market analytics, revenue forecasting, and pipeline-to-revenue conversion modeling.
- Serve as a trusted finance partner across the organization, helping teams make data-driven decisions.
Qualifications Required Experience - Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 5–8 years of experience in FP&A, Corporate Finance, Strategic Finance, Investment Banking, Consulting, or a related analytical role.
- Experience working in a high-growth, fast-paced environment, such as a startup, scale-up, or rapidly growing business unit.
- Demonstrated experience building complex financial models from scratch.
- Strong understanding of financial statements, forecasting methodologies, and business performance metrics.
Preferred Qualifications - Experience supporting board-level reporting, investor communications, or fundraising activities.
- Knowledge of fintech, payments, transaction-based business models, or financial services.
- Experience with FP&A and planning platforms such as Abacum, Mosaic, Adaptive Planning, Anaplan, or similar tools.
Technical Skills - Advanced Excel and financial modeling expertise.
- Strong analytical, quantitative, and problem-solving skills.
- Ability to translate complex financial data into clear business insights and recommendations.
- Excellent communication and stakeholder management skills.
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