FP&A Manager

Accountabilities

• Lead client engagements: Manage financial planning and analysis projects from planning through delivery, establishing project plans, timelines, budgets, and scopes of work. Assess additional client needs and prepare proposals for ad hoc services.

• Manage and develop talent: Train, mentor, and supervise team members ranging from Associates to Senior Analysts, ensuring deliverables meet quality standards and are completed on time and within budget.

• Provide strategic financial guidance: Act as a trusted financial partner to clients, identifying key performance indicators (KPIs), financial drivers, and operational levers that support business objectives and improve performance.

• Support financing strategies: Collaborate with senior finance leaders to execute financing initiatives, including equity and debt raises, and help clients evaluate funding opportunities.

• Manage client relationships: Navigate challenging conversations, align expectations, communicate financial findings clearly, and contribute to renewal discussions and scope-of-work planning.

• Develop financial models and reporting: Build and maintain financial forecasts, 13-week cash flow projections, KPI dashboards, and reporting tools using Google Sheets. Create standardized templates to improve efficiency and consistency.

• Ensure analytical quality: Review financial models for accuracy, logic, and reliability; perform scenario analyses and stress tests; and translate complex results into clear, actionable insights.

• Establish operational standards: Implement department-wide quality assurance processes, standard operating procedures, and standardized workpapers. Investigate and resolve significant data discrepancies.

• Leverage technology and AI: Identify practical, secure applications of AI and emerging technologies to improve analytical accuracy, streamline workflows, and enhance the client and employee experience.

• Oversee engagement operations: Maintain accurate timekeeping, project budgets, utilization tracking, task management, and billing updates to support efficient departmental operations.

Requirements

• Education: Bachelor's degree in Accounting, Finance, or a related field.

• Professional experience: At least 6 years of experience in financial planning and analysis (FP&A) or accounting, including responsibility for leading client engagements, projects, or teams.

• Financial and analytical expertise: Strong quantitative and problem-solving skills, with demonstrated experience in financial modeling, forecasting, cash flow analysis, KPI reporting, and financial performance evaluation.

• Technical proficiency: Advanced Excel and Google Sheets skills, with the ability to develop, review, and refine complex financial models. Familiarity with modern financial and project management tools is beneficial.

• Project management: Proven ability to manage project scope, timelines, budgets, competing priorities, and deliverables while maintaining high standards of quality.

• Leadership and mentoring: Demonstrated ability to develop team members, coordinate cross-functional work, and foster accountability and continuous improvement.

• Communication and client management: Excellent written and verbal communication skills, strong attention to detail, and the ability to explain financial concepts to non-financial stakeholders.

• Adaptability: Comfortable working in ambiguous, fast-paced environments, learning new software quickly, and managing changing client needs and expectations.

• Preferred qualifications: Experience supporting fundraising initiatives, including equity and debt raises, is an advantage. A CPA, CFA, or MBA is also considered a plus.

• Remote work readiness: Ability to work effectively from a dedicated, professional home workspace with a reliable, high-speed internet connection.

• Technology mindset: Interest in applying AI tools responsibly and securely to improve financial analysis, workflows, and client deliverables.

Benefits

• Competitive compensation: Annual salary ranging from $100,000 to $120,000, depending on qualifications and experience.

• Remote-first flexibility: Work remotely within the United States, with occasional overnight travel to Carmel, Indiana, approximately one to two times per year.

• Paid time off: Paid time away from work to support rest, personal commitments, and work-life balance.

• Benefits package: Access to competitive employee benefits, including healthcare and other benefits as provided under the employer's benefits program.

• Collaborative culture: Join a supportive, team-oriented environment that values knowledge sharing, professional development, and collective success.

• Modern technology: Work with a contemporary financial technology stack that includes QuickBooks Online, Fathom, LiveFlow, Karbon, Google Workspace, and Claude.

• Professional impact: Help shape financial processes, develop talent, and deliver strategic insights that influence business performance across a diverse client portfolio.

• Innovation and continuous improvement: Explore opportunities to implement AI-enabled workflows and improve the quality, efficiency, and consistency of financial services.