Own the FP&A Function
Lead all company-wide financial planning, forecasting, and reporting processes
Build and maintain both top-down and bottoms-up budgets and forecasts
Drive monthly, quarterly, and annual planning cycles in a business where assumptions may shift frequently
Develop scalable FP&A processes that can evolve with the company
Partner closely with each Executive and VP to understand operational drivers and shifting priorities
Translate strategy into actionable financial plans
Provide decision-support in real time as the business pivots
Deliver insights that influence prioritization, investment decisions, and long-term planning
Bring clarity and structure to ambiguous or rapidly changing initiatives
Own budget-to-actual reporting and variance analysis
Identify risks and opportunities early, especially as plans evolve
Drive accountability while maintaining strong cross-functional relationships
Improve visibility into key business performance drivers
Develop and refine models across both SaaS and Fintech components of the business
Understand recurring revenue metrics (ARR, churn, LTV/CAC, gross margin)
Incorporate payments economics, transaction revenue, and cost structures
Support strategic planning, scenario modeling, and executive-level reporting
Enhance dashboards, reporting tools, and planning systems
Ensure accuracy, consistency, and transparency in financial data
Build scalable infrastructure to support growth and change

7-10+ years of progressive FP&A or strategic finance experience
Experience in SaaS businesses required. Fintech experience strongly preferred
Demonstrated success building both bottoms-up and top-down budgets
Strong financial modeling and analytical capabilities
Proven ability to partner with senior leaders and influence decision-making
Comfort operating in passionate, fast-changing environments with shifting priorities.

Unlimited Paid Time Off (and we mean it, we encourage your healthy work life balance!)
Medical, Dental, Vision, and Short/Long-Term Disability Insurance (preventative care for the win)
Health Savings Account with employer match (dependent upon your medical plan selection)
Commuter benefits with employer contribution (excluding limos and helos
for now)
Generous Life Insurance Plan
Short
and Long-term Disability
Company-Paid Holidays
401(k) and matching
Stock Options to buy into everything we are doing to support this industry
12-week fully Paid Parental Leave
Lunch catered twice a week at our HQ in Arlington (we exclusively cater from our clients, too!
A wellness program that sponsors healthy activities such as step challenges and provides discounts to gyms and fitness classes.

Senior Manager, FP&A

Key skills