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
• 5–8 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 B–D 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