Job Description

About the Role

We are seeking an FP&A Manager to help strengthen and expand the company’s financial planning and analysis capabilities during an important phase of growth. Reporting to the VP of Finance, this role will help build scalable planning processes, financial models, reporting practices, and analytical tools that support business decisions and resource allocation.

The ideal candidate is highly analytical, organized, and comfortable operating in a growing environment where processes are continuing to evolve. This individual will work closely with leaders across the organization to manage budgets, improve forecasting, evaluate business performance, and provide insights that support sustainable growth.

Key Responsibilities

• Manage the company’s financial model, forecasting process, and long-term financial planning.
• Lead monthly and quarterly budget-to-actuals reporting, partnering with department leaders to monitor spending and identify variances.
• Analyze key business and financial metrics, including customer acquisition costs, lifetime value, payback periods, recovery performance, and margins.
• Translate financial and operational data into actionable recommendations for business leaders.
• Support pricing analysis, resource allocation decisions, and financial modeling for new products, partnerships, and business opportunities.
• Partner with cross-functional teams throughout the budgeting and forecasting cycle to improve financial visibility and accountability.
• Prepare financial analysis and presentation materials for senior leadership, board meetings, and investor communications.
• Help enhance FP&A processes, reporting infrastructure, and financial systems as the organization continues to scale.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; MBA or CFA is a plus.
• 5+ years of experience in FP&A, strategic finance, investment banking, or a related analytical role.
• Experience managing operating expense forecasts, budgets, variance analysis, and financial performance reporting.
• Strong financial modeling and advanced Excel skills.
• Experience with NetSuite and/or modern FP&A and financial planning platforms preferred.
• Strong analytical, problem-solving, and business judgment skills.
• Excellent written, verbal, and interpersonal communication abilities.
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• Interest or experience in fintech, technology, financial services, or adjacent industries is a plus.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

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