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Corporate FP&A Manager

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Skills

Required

  • FP&A
  • financial forecasting / reporting
  • budgeting
  • forecasting
  • financial modeling
  • variance analysis
  • CPA
  • Financial Planning & Analysis
  • AI

Preferred

  • SQL
  • business intelligence tools
  • Tableau
  • annual budgeting
  • quarterly forecasting
  • P&L
  • Balance Sheet

Join our FP&A team as a Corporate FP&A Manager. In this role, you will lead the company's financial planning cycles, develop and maintain financial models, conduct in-depth financial analysis, and partner with department heads across the organization. You will also prepare and present financial reports, identify process improvements, and manage the implementation of budgeting automation. This position is based in our San Francisco office in a hybrid capacity.

Responsibilities

  • Lead and manage the company's comprehensive financial planning cycles, including annual budgeting, quarterly forecasting, and long-range strategic planning.
  • Develop and maintain sophisticated financial models (P&L, Balance Sheet, Cash Flow) to support scenario planning, strategic initiatives, and growth opportunities.
  • Conduct in-depth financial analysis of actual versus budget/forecast variances, identifying key drivers, risks, and opportunities, and presenting actionable insights to management.

Requirements

  • Excellent analytical, problem-solving, and critical thinking skills, with the ability to distill complex financial data into clear, actionable insights
  • Demonstrated expertise in financial modeling, budgeting, forecasting, and variance analysis
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA, CFA, or other relevant designation is preferred
  • 5+ years of progressive experience in Financial Planning & Analysis (FP&A) roles, preferably within a fast-paced fintech or financial services environment
  • Highly organized, detail-oriented, and able to manage multiple priorities and deadlines in a dynamic environment
  • Proficiency in Excel, experience in a financial planning tool (ideally Aleph), and experience using AI in financial forecasting or reporting is required. Netsuite experience is preferred
  • Proven ability to collaborate effectively with cross-functional teams and build strong working relationships in an FP&A capacity
  • Superior communication and presentation skills, with the ability to effectively convey financial information to both finance and non-finance audiences

Preferred

  • Experience with consumer lending or credit products is a significant advantage
  • Experience with SQL as well as business intelligence tools (e.g., Tableau) is preferred

Pay

USD 120,000 - 140,000