FP&A Strategic Manager

Ethos; Charlotte (NC); Remote; USD 110,000 - 170,000; Full time

Benefits offered by this job

Paid Time Off

Medical, Dental, Vision Insurance

Disability & Life Insurance

401(k) Matching

Referral Bonus Program

Job summary

Ethos Risk Services is seeking an experienced FP&A Strategic Manager to lead budgeting, forecasting, and financial modeling in a fully remote, U.S.-based role. You will drive driver-based forecasts, develop KPI dashboards, and provide leadership with actionable insights across finance, data, and technology.

You’ll partner with department heads to ensure rigorous financial planning, strengthen reporting processes, and evaluate growth opportunities, including M&A impact and automation initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics or related field.
• 5+ years of FP&A, strategic finance or related experience.
• Strong budgeting, forecasting, modeling, reporting and analytics skills.

Responsibilities

• Lead annual budgeting and monthly/quarterly forecasting across departments.
• Develop driver-based revenue and expense models and performance dashboards.
• Provide strategic financial analysis for growth, pricing, staffing, and investments.
• Support M&A analysis, due diligence, and integration planning.
• Deliver executive reporting packages and KPI scorecards.

Skills

FP&A

Budgeting

Forecasting

Financial modeling

Variance analysis

Reporting

Data analytics

Leadership

Communication

AI & automation

Education

Bachelor's degree in Finance/Accounting/Economics/Business Analytics/Data Analytics

Tools

Power BI

Tableau

SQL

Power Query

Job description

About Ethos & The Opportunity

Ethos Risk Services is a leading insurance claims investigation and medical management company focused on delivering better data, technology, and insights that help our clients make better decisions. We are continuing to invest in our technology organization and are seeking an experienced engineering leader to help scale how software is built, tested, and delivered. We are seeking a highly analytical, strategic, and technically skilled full-time FP&A Strategic Manager to lead our budgeting, forecasting, financial modeling, and management reporting functions. This role will play a critical part in driving financial performance, supporting business growth, and shaping strategic decisions across the organization. The ideal candidate is a hands‑on leader who thrives at the intersection of finance, data, and technology. This individual will leverage advanced financial modeling, business intelligence, AI, and automation tools to transform complex data into actionable insights, build scalable financial processes, and provide leadership with the visibility needed to make informed business decisions.

Key Responsibilities

• Budgeting & Financial Planning: Lead the annual budgeting process across all departments, ensuring alignment with organizational goals and strategic priorities.
• Financial Forecasting: Own monthly and quarterly forecasting for revenue, expenses, margins, cash flow, and key operating metrics to support proactive financial planning.
• Revenue Modeling: Develop and maintain advanced, driver-based forecasting models by service line, customer, volume, pricing, and operational performance.
• Strategic Financial Analysis: Build financial models to evaluate growth opportunities, pricing strategies, staffing needs, investments, and margin improvement initiatives.
• Mergers & Acquisitions (M&A): Support acquisition opportunities through financial modeling, due diligence, synergy analysis, and integration planning.
• Executive Reporting & Dashboards: Develop financial reporting packages, KPI dashboards, and performance scorecards to provide leadership with clear visibility into business performance.
• Performance Analysis: Analyze financial and operational trends, identify risks and opportunities, and translate findings into actionable recommendations.
• Data Analysis & Integration: Analyze and consolidate large data sets across accounting, billing, CRM, and operational systems to uncover meaningful business insights.
• AI & Process Automation: Leverage advanced Excel, Power Query, business intelligence platforms, and AI-enabled tools to automate reporting, enhance forecasting, and improve operational efficiency.
• Financial Process Improvement: Establish consistent reporting standards, model documentation, and scalable financial processes to support organizational growth.
• Cross-Functional Collaboration: Partner with department leaders to strengthen financial accountability, improve forecasting accuracy, and drive data-informed decision-making.

Qualifications

Education: Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field.

Experience

• 5+ years of experience in FP&A, strategic finance, investment banking, consulting, business intelligence, or a related field.
• Strong background in budgeting, forecasting, financial modeling, variance analysis, and reporting.
• Advanced Excel skills, including Power Query and large data set analysis.
• Experience building driver-based forecasts and scalable reporting processes.
• Strong analytical, problem-solving, and communication skills with the ability to influence senior leadership.
• Experience with Power BI, Tableau, SQL, or similar analytics tools preferred.
• Experience with AI-enabled tools, automation, and M&A analysis preferred.
• Experience in insurance, healthcare, claims management, or related service industries is a plus.

WORKING AT ETHOS

This is a 100% remote, U.S.-based role that offers the flexibility to work from home while staying closely connected to a collaborative leadership team. Our ideal candidate is in the EST time zone. Occasional travel may be required for quarterly or annual leadership meetings and company events. Candidates must be authorized to work in the United States and must not require current or future employment sponsorship.

Benefits Include

• Paid Time Off and Sick Time
• Medical, Dental, and Vision Insurance
• Short-Term + Long-Term Disability Insurance + Life Insurance
• 401(k) Matching
• Employee Referral Bonus Program

At Ethos, you'll have the opportunity to make a meaningful impact, shape the future of our engineering organization, and help build the systems and processes that support our next stage of growth. To learn more about Ethos, visit our website: https://ethosrisk.com/about-us/

Ethos Risk Services is an equal opportunity employer and considers qualified applicants without regard to any characteristic protected by applicable law.