Head of FP&A | AI WealthTech, Equity & Growth

Talentedge; New York (NY); On-site; USD 220,000 - 320,000; Full time

Benefits offered by this job

Equity participation through stock

401(k) programme

Generous paid time off

Parental leave

Meals and fitness benefits

Annual salary and equity reviews

Career development

Job summary

Talentedge in New York seeks a Head of FP&A to define and own the FP&A and corporate finance function at a fast-growing AI wealth tech company. You will translate financial data into actionable insights for senior leadership and help shape strategy in a high-ownership role.

This in-office role coordinates with Sales, Product and Ops, builds scalable planning processes, leads budgeting and forecasting, and supports fundraising and board reporting as the company scales.

Qualifications

• 7+ years of FP&A, corporate finance, or related experience.
• Strong financial modelling and forecasting capabilities.
• Excellent understanding of P&L, balance sheet and cash flow dynamics.
• Ability to translate complex financial analysis into clear commercial insights for senior leadership.

Responsibilities

• Partner with finance leadership on budget, forecasts and long-range plan.
• Own modelling, analysis and forecasting across the business.
• Build and monitor financial models and KPIs covering revenue, unit economics and pricing.
• Lead monthly/quarterly reporting, variance analysis and commentary.
• Collaborate with Sales, Marketing, Product, Ops and Eng to inform plans.

Skills

Financial modeling

Forecasting

P&L analysis

Strategic finance

SQL

BI

Leadership

Education

MBA or CPA

Tools

BI tools

SQL

Job description

Talentedge in New York seeks a Head of FP&A to define and own the FP&A and corporate finance function at a fast-growing AI wealth tech company. You will translate financial data into actionable insights for senior leadership and help shape strategy in a high-ownership role.

This in-office role coordinates with Sales, Product and Ops, builds scalable planning processes, leads budgeting and forecasting, and supports fundraising and board reporting as the company scales.