FP&A Manager: Drive Growth in WealthTech

Farther; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Full health benefits

401(k) matching

Unlimited PTO

Job summary

Farther in Dallas, Texas is looking for an FP&A Manager to lead financial planning and reporting. You will own the budgeting, forecasting, and financial analysis processes while partnering with leadership to provide actionable insights.

The ideal candidate has over 5 years in financial planning roles, advanced Excel skills, and can thrive in a fast-paced startup environment. Benefits include competitive compensation, unlimited PTO, and full health benefits.

Qualifications

• 5+ years in FP&A or similar role, such as investment banking or consulting.
• Proficient in building financial models from scratch, with no templates needed.
• Advanced skills in Excel and experience with financial planning tools.

Responsibilities

• Lead annual budgeting process and quarterly reforecasts.
• Build monthly management reporting packages and variance analysis.
• Develop dynamic financial models for long-term planning and business case evaluations.
• Provide financial guidance to business leaders and support data-driven decisions.

Skills

Financial modeling

Advanced Excel skills

Communication skills

Data analysis

Budgeting

Education

5+ years in FP&A or related finance role

CPA, CFA, or MBA (preferred)

Tools

Adaptive

Anaplan

Datarails

NetSuite

Job description

Farther in Dallas, Texas is looking for an FP&A Manager to lead financial planning and reporting. You will own the budgeting, forecasting, and financial analysis processes while partnering with leadership to provide actionable insights.

The ideal candidate has over 5 years in financial planning roles, advanced Excel skills, and can thrive in a fast-paced startup environment. Benefits include competitive compensation, unlimited PTO, and full health benefits.