FP&A Manager (Forecasting, Modeling & Investor Reporting)
Role Overview
The FP&A Manager will own the company's financial forecasting, analytical modeling, and performance reporting, with a strong emphasis on technical rigor and data integrity. This role is critical in supporting management decision-making and producing investor- and board-ready financial materials in a fast-paced, growth-oriented startup environment.
This is a hands-on role requiring deep expertise in financial modeling, forecasting mechanics, and data-driven analysis, rather than purely high-level coordination.
Key Responsibilities
Financial Forecasting & Planning (Technical Ownership)
- Own the end-to-end financial forecast model, including revenue, cost, headcount, and cash flow modules
- Build and maintain driver-based financial models that link operational metrics to financial outcomes
- Develop rolling forecasts, annual budgets, and long-range plans with scenario and sensitivity analysis
- Ensure forecast assumptions are clearly documented, consistent, and auditable
Financial Modeling & Advanced Analysis
- Design and maintain complex financial models (3-statement, cash runway, unit economics, cohort analysis)
- Perform detailed variance analysis and root-cause analysis on financial and operational performance
- Analyze unit economics, gross margin drivers, and scalability of the business model
- Support strategic initiatives such as pricing changes, market expansion, and product investments
Board & Investor Reporting
- Prepare monthly and quarterly board decks, focusing on financial performance, outlook, and key risks
- Produce investor-ready reporting, including KPIs, runway analysis, and funding scenario models
- Ensure accuracy, consistency, and clarity of all financial information presented externally
- Support fundraising, due diligence, and ad-hoc investor requests with detailed financial analyses
Systems, Data & Process Improvement
- Partner with Accounting to ensure clean month-end close and alignment between actuals and forecasts
- Improve FP&A tools, templates, and processes to enable scalable and repeatable reporting
- Work with data teams to integrate financial and operational data sources
- Implement and optimize FP&A systems or BI tools as the company scales
Leadership & Stakeholder Management
- Act as the primary FP&A partner to functional leaders (Sales, Marketing, Product, Operations)
- Translate complex analyses into clear insights for non-finance stakeholders
- Mentor junior FP&A or finance team members as the team grows
Key Deliverables
- Robust, driver-based financial forecast models
- Monthly management and board reporting packs
- Investor-grade financial analyses and models
- Scenario, sensitivity, and runway analyses
Required Qualifications & Experience
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 58 years of experience in FP&A, corporate finance, or investment-related roles
- Strong hands-on experience building and maintaining complex financial models
- Proven experience owning forecasts and budgets in a startup or high-growth environment
- Advanced Excel / Google Sheets skills; strong financial modeling discipline
Preferred Qualifications
- Experience in Series BD or VC-backed startups
- Familiarity with SaaS, marketplace, or tech-enabled business models
- Experience with BI tools (e.g., Looker, Power BI, Tableau) and ERP systems (e.g., NetSuite)
- CPA, CFA, or equivalent professional qualification
Key Technical Skills & Competencies
- Advanced financial modeling (3-statement, scenario, sensitivity analysis)
- Strong understanding of cash flow management and runway planning
- High data accuracy and attention to detail
- Ability to work independently and handle ambiguity
- Clear written and verbal communication for board and investor audiences
