Strategic Finance Manager

Beyond Finance; Chicago (IL); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision programs

PTO, paid holidays, and paid parental?

401(k) matching

Merit advancement opportunities

Career development & training

Job summary

Beyond Finance is seeking an FP&A Manager – Corporate to join the corporate FP&A team and support forecasting, budgeting, and strategic planning. You will develop and implement financial models, partner with cross-functional teams, and communicate insights to executives.

The role requires strong analytical skills, 4–5 years in FP&A or related fields, and experience building complex models in Excel; familiarity with AI platforms and ERP systems is a plus.

Qualifications

• Bachelor’s or master’s degree in accounting, finance, or related major.
• 4–5 years of FP&A, public or corporate accounting/finance experience.
• +2 years building and maintaining complex financial models and leading teams.
• Excellent Excel and data skills.
• Experience with Claude, Gemini or similar AI platforms.
• Experience with ERP systems (NetSuite) a plus; PE-backed firm a plus.

Responsibilities

• Own, maintain and improve the framework of the operating, forecast, and scenario based financial models.
• Build financial models in Excel based on historical financial and operating data.
• Ensure model accuracy while enhancing model quality.
• Recommend and implement model process improvement measures.
• Conduct scenario analysis based on strategic business decisions to access profitability and financial business risks.
• Analyze and identify data required to support financial models; operational and financial records.
• Facilitate the process for accurate and complete updates of financial models each reporting period in accordance with GAAP reporting standards.
• Partner with the business and FP&A Operations to handle regular monthly & quarterly assumption driver updates.
• Own financial reporting.
• Maintain operating model Cash basis P&L, Cash EBITDA projections and Cash balances.
• Need something about maintaining long term and high level cash projections through Cash Basis P&L and Cash EBITDA projections
• Perform monthly variance analysis against financial models and action findings within financial forecasts or in partnership with Accounting department
• Assist in the preparation of the Annual Operating Plan and Lender Budgets
• Provide financial and strategic support to senior management and the owners, including preparing investor presentations, financial presentations, and other projects.
• Review Accounting published financials for Lenders for accuracy
• Meet with division leads to discuss monthly variances and any organizational changes that may affect financials.

Skills

Excel

Financial modeling

Analytical skills

Communication skills

U.S. GAAP knowledge

Data analysis

Education

Bachelor's or Master's in accounting/finance/related

Tools

Claude AI

Gemini AI

NetSuite ERP

Job description

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.

While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.

About The Role

The FP&A Manager – Corporate at Beyond will be part of the corporate FP&A team and provide modeling support for financial and operational forecasts, strategic planning, business analysis and annual budgeting. This individual will also play a hands-on role in developing and implementing financial modeling processes and tools.

The FP&A team works cross-functionally with other teams within the organization to consolidate financial information and develop projections and analyses. Our team works in a fast-paced, collaborative and demanding environment and we are looking for a self-motivated candidate who has a "no excuses / get the job done" mentality.

The ideal candidate will be highly analytical and skilled at communicating complex financial concepts to, and developing working relationships with, Executive Leadership and all levels, functions, and operations of the company.

What You'll Do

• Own, maintain and improve the framework of the operating, forecast, and scenario based financial models
• Build financial models in Excel based on historical financial and operating data
• Ensure model accuracy while enhancing model quality
• Recommend and implement model process improvement measures
• Conduct scenario analysis based on strategic business decisions to access profitability and financial business risks
• Analyze and identify data required to support financial models; operational and financial records
• Facilitate the process for accurate and complete updates of financial models each reporting period in accordance with GAAP reporting standards
• Partner with the business and FP&A Operations to handle regular monthly & quarterly assumption driver updates
• Own financial reporting
• Maintain operating model Cash basis P&L, Cash EBITDA projections and Cash balances
• Need something about maintaining long term and high level cash projections through Cash Basis P&L and Cash EBITDA projections
• Perform monthly variance analysis against financial models and action findings within financial forecasts or in partnership with Accounting department
• Assist in the preparation of the Annual Operating Plan and Lender Budgets
• Provide financial and strategic support to senior management and the owners, including preparing investor presentations, financial presentations, and other projects.
• Review Accounting published financials for Lenders for accuracy
• Meet with division leads to discuss monthly variances and any organizational changes that may affect financials.

What We Look For

• High potential individual, able to rise within the Finance organization.
• Excellent analytical and problem-solving skills.
• Strong verbal, quantitative, and written communication skills required.
• High standards of accuracy and precision; strong attention to detail; highly organized and demonstrated integrity
• Ability to work effectively under tight time constraints, and multi-task on various projects.
• Self-motivated and managed, exceptional follow-through
• Strong understanding of accounting standards (U.S. GAAP) a plus
• Desire to learn the operations and strategy, and ability to question the status quo.

Required Education And Experience

• Bachelor’s or master’s degree in accounting, finance or other related major
• 4-5 years of experience in FP&A, Public Accounting, Corporate Accounting and Corporate Finance
• +2 years of experience in FP&A building and maintaining complex financial models and managing team
• Excellent Excel and data skills
• Experience working in Claude, Gemini or other AI platform
• Experience working for a PE-backed firm a plus
• Experience with structured ERP systems (NetSuite, etc.) a plus.
• Understanding of, and ability to build, projection curves

The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.

Base Salary Range

$120,000-$150,000 USD

Why Join Us?

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:

Benefits

• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.