Lead Financial Planning and Analysis Manager

Role Overview

The US FP&A Lead will take ownership of US financial operations, regulatory finance function, and core FP&A processes while acting as a key strategic partner to leadership and cross-functional teams. The role will bridge high-rigor financial governance, regulatory compliance, and strategic cost-center analysis to drive business performance and optimize financial outcomes in a high-growth environment.

What You Will Do

The Lead Financial Planning and Analysis Manager will lead US budgeting, forecasting, financial modeling, and strategic financial planning to support rapid growth, guide commercial decision-making, and uncover opportunities that drive top-line growth and profitability.

Why It Might Be a Fit

The ideal candidate will have 5+ years of progressive finance experience, including at least 3–5+ years in regulated financial services, and strong experience as a Finance Business Partner or managing cost-center budgets.

Requirements

• Active US Certified Public Accountant (CPA) credential, or fully qualified accountant certification (ACA, ACCA, CIMA)
• 5+ years of progressive finance experience
• 3–5+ years in regulated financial services
• Strong experience as a Finance Business Partner or managing cost-center budgets
• Hands-on experience with state-level regulatory requirements
• Direct experience owning audited US financial statements
• Maintaining internal controls with SOX-level rigor
• Ability to be approved quickly as an NMLS control person / executive officer
• Strong ability to analyze complex financial data
• Track business trends, and craft detailed reports and compelling narratives

Benefits

• Unlimited annual leave
• Great healthcare benefits
• Employee discounts

Tagged as: Financial Modeling