FP&A Manager

The ideal candidate will have strong financial modeling capabilities, experience within financial services or specialty finance, and the ability to translate complex financial data into actionable business insights. This role will partner closely with the CFO, executive leadership team, and key business stakeholders to support growth initiatives, improve decision-making, and drive financial performance.

ABOUT THE ROLE

A rapidly growing specialty finance platform is seeking an FP&A Manager to lead financial planning, forecasting, and strategic analysis efforts across the organization. This role will partner closely with the CFO, executive leadership team, and key business stakeholders to support growth initiatives, improve decision-making, and drive financial performance.

The ideal candidate will have strong financial modeling capabilities, experience within financial services or specialty finance, and the ability to translate complex financial data into actionable business insights. This position offers significant visibility to executive leadership and the opportunity to help scale a high-growth platform undergoing substantial expansion.

RESPONSIBILITIES

• Lead budgeting, forecasting, and long-range planning processes across the organization.
• Develop and maintain complex financial models supporting strategic initiatives, growth opportunities, and business planning.
• Analyze business performance, key drivers, and financial trends to provide actionable recommendations to leadership.
• Monitor and report on KPIs related to revenue, funding, profitability, expenses, and portfolio performance.
• Prepare executive-level reporting packages, board materials, and financial presentations.
• Partner with the CFO and senior leadership team to evaluate business opportunities, investments, and growth strategies.
• Support acquisition analysis, scenario modeling, and strategic decision-making initiatives.
• Identify process improvements and automation opportunities to enhance FP&A efficiency and reporting capabilities.
• Collaborate with Sales, Operations, Accounting, and executive stakeholders to align financial plans with business objectives.
• Lead and mentor FP&A team members while fostering a high-performance environment.

QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4+ years of FP&A experience.
• Financial services experience strongly preferred.
• Experience within leasing, lending, specialty finance, banking, commercial finance, equipment finance, or related industries preferred.
• Advanced financial modeling and forecasting experience.
• Expert-level Microsoft Excel skills.
• Experience building and maintaining complex financial models.
• Strong analytical, problem-solving, and decision-making abilities.
• Experience presenting financial insights to executive leadership.
• Prior management or team leadership experience preferred.
• Excellent communication and stakeholder management skills.