AI-Driven FP&A Manager for Growth & Strategy

FLOURISH; New York (NY); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Bonus eligibility

Incentive opportunities

Job summary

Flourish, a NYC-based fintech backed by MassMutual, seeks a seasoned Financial Planning and Analysis Manager to own the planning process during a pivotal growth phase. You will report to the CFO and lead forecasting, budgeting, and strategic financial reporting for senior leadership and the PE sponsor.

You will partner with finance and cross-functional teams to deliver insights, build scalable models, and drive value creation.

Qualifications

• 5+ years of FP&A experience owning budgeting, forecasting, and modeling.
• Experience in financial services, fintech, or PE-backed environments preferred.
• Pass background checks and regulatory screenings as required.

Responsibilities

• Build and maintain the company’s integrated financial model and forward-looking forecasts
• Lead the annual budget, forecasting, and reforecasting processes, including monthly budget-vs-actual variance analysis
• Prepare board, investor, and leadership reporting packages
• Partner with business teams on performance analysis and support go-to-market and product analytics
• Partner with our PE sponsor on reporting and ad hoc analysis needs
• Partner with the Controller to ensure forecasts and management reporting tie to the accounting records
• Develop dashboards and business intelligence reporting
• Use AI tools to automate reporting, modeling, and analysis, and continually improve Financial Planning and Analysis efficiency
• Provide ad hoc analysis for strategic initiatives

Skills

Budgeting

Forecasting

Financial analysis

BI tools

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA or CFA preferred

Tools

BI/dashboard tools

AI planning tools

Job description

Flourish, a NYC-based fintech backed by MassMutual, seeks a seasoned Financial Planning and Analysis Manager to own the planning process during a pivotal growth phase. You will report to the CFO and lead forecasting, budgeting, and strategic financial reporting for senior leadership and the PE sponsor.

You will partner with finance and cross-functional teams to deliver insights, build scalable models, and drive value creation.