Financial Planning and Analysis Manager

About the Role:

We are partnering with a growing financial services and technology company in New York on a search for an FP&A Manager.

The business is entering an important stage of growth and evolution and is looking to add a highly analytical, commercially minded finance professional who can take ownership of financial planning and analysis while partnering closely with senior leadership.

This is a highly visible, hands-on opportunity for someone who enjoys operating in an entrepreneurial environment and wants meaningful exposure to executive leadership, strategic decision-making, and long-term value creation.

Key Responsibilities:

• Own and maintain the company’s integrated financial model and long-range forecasts.
• Lead annual budgeting, forecasting, and periodic reforecasting processes.
• Prepare monthly budget-versus-actual analysis and communicate key drivers, risks, and opportunities.
• Develop financial reporting and presentations for senior leadership, the Board, and investors.
• Partner with business leaders to analyze performance, evaluate strategic initiatives, and support commercial and product-related decisions.
• Support reporting and ad hoc analytical requests from the company’s private equity sponsor.
• Work closely with Accounting to ensure management reporting and forecasts remain aligned with financial results.
• Develop dashboards, KPI reporting, and business intelligence tools to improve visibility into company performance.
• Identify opportunities to automate reporting, modeling, and analysis through technology and AI-enabled tools.
• Perform ad hoc financial and strategic analysis to support management decision-making.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• 5+ years of relevant finance experience, including at least 3 years in a hands-on FP&A capacity.
• Demonstrated experience owning budgeting, forecasting, financial modeling, and variance analysis.
• Experience within financial services, fintech, or a private equity-backed company strongly preferred.
• Strong financial modeling, analytical, and data interpretation skills.
• Ability to communicate financial insights clearly to senior executives and non-finance stakeholders.
• Comfortable operating independently in a fast-paced, growing environment.
• Strong attention to detail with the ability to balance multiple priorities.

Preferred Experience:

• Background in banking, lending, wealth management, insurance, broker-dealer, fintech, or another regulated financial-services environment.
• Previous experience working within a PE-backed organization or supporting sponsor/investor reporting.
• Experience preparing Board or executive-level reporting materials.
• Exposure to BI, dashboarding, or FP&A planning platforms.
• Experience leveraging AI or automation tools to improve finance processes.
• Prior banking, private equity, consulting, or strategic finance experience combined with in-house FP&A experience is a plus.

Tagged as: Financial Modeling, Forecasting