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Finance Manager
Wagmo · United States
About The Role
Join Wagmo as a Finance Manager, where you will play a critical role in building financial rigor, operating visibility, and strategic insights to support the company's growth. You will own core financial planning and analysis processes, modernize the finance function with AI-enabled workflows, and partner closely with leadership across various departments. The ideal candidate has strong financial judgment, operational discipline, and the ability to translate complex financial information into clear recommendations.
- Own and manage core financial planning and analysis processes, including budgeting, forecasting, consolidated financial modeling, and cash forecasting.
- Develop and apply AI-enabled workflows to modernize Wagmo’s finance function, creating reporting efficiencies and surfacing actionable business insights.
- Partner closely with leadership across various departments to provide strategic insights and support decision-making, including sales forecasting and pricing strategy.
- 6+ years experience in FP&A, strategic finance, corporate finance, accounting, investment banking, consulting, or a similarly analytical finance role. Experience within a high-growth startup, SaaS, technology, insurtech, fintech, healthcare, or B2B business is preferred
- High ownership, attention to detail, and a bias toward action, with the ability to balance strategic thinking and hands-on execution. Comfort working with ambiguity and building processes from the ground up in a fast-paced, resource-conscious environment
- Excellent communication skills, including the ability to present financial insights clearly to both finance and non-finance stakeholders. Demonstrated ability to partner with cross-functional leaders to manage budgets, interpret financial performance, and influence better business decisions
- Strong financial modeling skills, including experience building and maintaining consolidated operating models, forecasts, scenario analyses, and cash flow projections. High proficiency with Excel or Google Sheets, financial planning tools, BI/reporting systems, and comfort learning or implementing AI-enabled finance workflows
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field preferred; MBA, CFA, CPA, or equivalent experience is a plus
- Strong analytical judgment and business intuition, with the ability to move beyond reporting what happened to explaining why it happened and what the business should do next. Strong understanding of pricing strategy, unit economics, margin analysis, and customer/account-level profitability
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