Finance Manager (FP&A)

Rocket Money; York and North Yorkshire; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Health, Dental & Vision plans

Unlimited PTO

Life Insurance

Disability Insurance (Long/Short term)

Parental Leave

401k Matching

Stock Purchase Program

Learning & Development Opportunities

Tuition Reimbursement

Job summary

Rocket Money in York, UK seeks a Finance Manager - FP&A to partner with leadership, own planning and reporting, and drive strategic financial insights across the personal finance portfolio.

You will build and maintain models for planning and investment decisions, lead budgeting and forecasting, and deliver executive dashboards that reveal performance drivers for senior leadership.

Qualifications

• Advanced financial modeling, forecasting, and quantitative analysis skills.
• Experience owning budgeting, forecasting, and month-end reporting processes.

Responsibilities

• Own planning, budgeting, forecasting, and reporting for the personal finance business portfolio.
• Develop and maintain financial models for strategic planning, headcount forecasting, and investments.
• Create executive-level reporting and dashboards with visibility into key metrics and financial performance.
• Partner with Accounting and business leaders to align reporting with performance insights.
• Synthesize large data sets into actionable recommendations for senior leaders.
• Lead FP&A calendar and ensure timely execution of monthly, quarterly, and annual activities.

Skills

Advanced financial modeling

Executive-level reporting

KPI dashboard development

Budgeting & forecasting

Month-end reporting

Excel proficiency

Headcount planning

Workforce forecasting

FP&A leadership

5+ years FP&A experience

Cross-functional partnering

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

Excel

Financial planning tools

Job description

• As a Finance Manager, FP&A, you’ll serve as a key financial partner supporting our personal finance business portfolio
• You’ll own critical planning and reporting processes, provide financial insights that influence strategic decision-making, and help leadership understand performance drivers across the business
• This role is ideal for a finance professional who thrives in a fast-paced environment, enjoys building structure and processes, and can effectively partner with stakeholders across Finance, Accounting, and business leadership
• Own and manage the FP&A calendar, ensuring timely execution of monthly, quarterly, and annual planning, forecasting, and reporting activities
• Lead budgeting, forecasting, and variance analysis processes for assigned business lines
• Develop and maintain financial models that support strategic planning, headcount forecasting, and investment decisions
• Create executive-level reporting and dashboards that provide visibility into key business metrics and financial performance
• Analyze revenue, expenses, cash flow, and operational drivers to identify risks, opportunities, and actionable recommendations
• Partner closely with Accounting and business stakeholders to ensure alignment between financial reporting, forecasting, and business performance insights
• Synthesize large volumes of financial and operational data into clear business insights for senior leaders

Benefits

• Health, Dental & Vision Plans
• Unlimited PTO
• Life Insurance
• Long/Short Term Disability
• Parental Leave
• 401k Matching
• Team Member Stock Purchasing Program
• Learning & Development Opportunities
• Tuition Reimbursement

• Advanced financial modeling, forecasting, and quantitative analysis skills
• Familiarity with executive-level reporting and KPI dashboard development
• Experience owning budgeting, forecasting, and month-end reporting processes
• Strong proficiency in Excel and financial planning/reporting tools
• Experience supporting multiple business units or product lines
• Experience supporting subscription-based, fintech, consumer technology, or personal finance businesses
• Experience as a Finance Manager or in a lead FP&A role
• 5+ years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, Financial Reporting, or a related finance function
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Experience with headcount planning and workforce forecasting