Senior Manager of Financial Planning & Analysis
Wealth.com · United States
About The Role
Join as the Senior Manager of Financial Planning & Analysis (FP&A). In this hybrid role, you will report directly to the Chief Financial Officer and be responsible for transforming raw financial and operational data into narrative-driven strategy. You will collaborate closely with leadership, functional departments, and the Accounting team to deliver real-time, data-driven insights that steer corporate strategy. Additionally, you will help design and manage the company's continuous rolling forecast and financial planning processes, construct sophisticated financial models, and prepare reports for the leadership team. - Transform raw financial and operational data into narrative-driven strategy, dissecting issues affecting key growth initiatives. - Design, implement, and manage the company's continuous rolling forecast and financial planning processes, championing the use of modern AI workflows. - Construct sophisticated, scalable financial models from scratch to backstop proposed business development, pricing strategies, and core corporate strategic initiatives. - High tolerance for ambiguity and ability to manage changing priorities dynamically - Minimum 4-6 years of progressive experience, ideally with an investment banking or management consulting background and more recent FP&A experience within a technology start-up - Exceptional analytical abilities coupled with advanced MS Excel and PowerPoint skills - Proven ability to confidently influence and guide senior executive decision-making - Bachelor's degree with a major in Accounting, Finance, Economics, or a quantitative field (e.g., Data Science) - Strong comfort with and curiosity for integrating generative AI tools (specifically Claude and Gemini) into daily workflows to augment financial analysis, speed up research, and refine communications - Ability to thrive in an individual contributor capacity where you will own the entire workflow from data extraction to executive synthesis - Outstanding presentation and storytelling skills - Familiarity with data visualization platforms like Omni, Tableau, or Looker
This is an external listing. JobSpring does not represent or verify the employer. Report this listing
JobSpring