Manager, FP & A

TheKey Of New Jersey LLC; United States; Remote; USD 115,000 - 175,000; Full time

Benefits offered by this job

Health Insurance

401(k) Matching

PTO and Flexible PTO

Life Insurance

Health Savings Account

Flexible Spending Account

Holidays and Floating Holidays

Pet Insurance

Job summary

TheKey Of New Jersey LLC is seeking a Manager of FP&A to lead end-to-end financial planning, forecasting, and governance. You will partner with business leaders, optimize reporting workflows, and drive AI-enabled automation to improve forecast accuracy and depth of analysis.

The ideal candidate blends rigorous modeling with strategic thinking, mentors analysts, and collaborates across teams to turn variances into actionable opportunities in a fast-paced environment.

Qualifications

• Six to nine years of FP&A experience including ownership of a full planning process.
• MBA or CPA is preferred.
• Experience with AI-enabled automation/finance tools is a plus.

Responsibilities

• Plan and forecast end-to-end for assigned team or workstream.
• Build and govern financial models for accuracy and relevance.
• Monitor variances and explain deviations against plan.
• Identify risks and opportunities and drive corrective actions.
• Improve reporting templates, dashboards, and workflows with automation.
• Lead and mentor analysts to raise modeling rigor and communication.
• Partner with cross-functional teams to drive data-driven decisions.
• Evaluate and implement AI-enabled FP&A processes to improve efficiency.

Skills

Financial modeling

Mentoring

Cross-functional collaboration

Automation mindset

Strategic partnering

Education

Bachelor's degree in finance/accounting/economics

MBA or CPA (preferred)

Tools

Planful

Workday Adaptive Planning

Power BI

Tableau

Excel

PowerPoint

Job description

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.

Who We Are

TheKey is led by a team that reflects a wide range of industry experience in home care, senior care, and healthcare, along with deep expertise in technology, operations, transformation, and customer experience. This includes guidance from our Scientific Advisory Board, made up of nine experts in brain health, aging, and geriatrics, alongside the day-to-day expertise of our clinical and care teams who bring this work to life in the home. But what unites everyone at TheKey, from our leadership team to our caregivers, is a shared passion for reimagining what aging at home can look like. We're driven by a common mission: helping more older adults get the services and tools they need to age well, where and how they want.

The Role

The Manager of FP&A at TheKey is a pivotal leadership role responsible for driving end-to-end financial planning and forecasting cycles while ensuring high standards of model governance and analytical rigor. You will monitor performance against plans, proactively identifying risks and opportunities to guide corrective actions with business partners. Beyond core financial analysis, the role involves optimizing reporting workflows, mentoring team members to elevate their modeling capabilities, and championing the integration of AI-enabled automation to enhance forecast accuracy and analytical depth across the organization.

The Ideal Candidate

The ideal candidate for this role is a "financial architect" who thrives at the intersection of rigorous modeling and forward-thinking innovation. You’re not just a spreadsheet wizard with six to nine years of experience under your belt; you’re a strategic partner who sees beyond the numbers to the story they tell. You balance high-level planning and model governance with a passion for mentoring your team to excellence. Whether you’re championing the latest AI-enabled automation to streamline workflows or collaborating across teams to drive data-backed decisions, you bring both the technical savvy (Excel, EPM platforms, and maybe an MBA or CPA) and the emotional intelligence to turn variances into actionable opportunities. If you love optimizing processes, leading people, and making a real impact in a fast-paced environment, we’d love to have you on the team.

Manager of FP & A Requirements:

Planning and forecasting. Manage financial planning cycles end to end for an assigned team or workstream, meeting all required deadlines.

Model governance. Build and review financial models, ensuring accuracy, sound logic, and business relevance.

KPIs and performance. Monitor performance against plan and provide substantive explanation of variances, not merely a restatement of results.

Risk and opportunity. Identify risks and opportunities early and partner with business owners to develop and execute corrective actions.

Tools and automation. Improve reporting templates, dashboards, and process workflows, retiring reporting that no longer serves a purpose.

People leadership. Mentor analysts and senior analysts, raising the standard of modeling rigor and analytical communication.

Cross-functional execution. Drive execution in partnership with cross-functional teams, supporting their decisions with data.

AI and process automation. Lead the adoption of AI-enabled workflows and automation across FP&A processes, evaluating and implementing solutions that improve efficiency, forecast accuracy, and analytical depth.

Qualifications & Experience:

B.A. or B.S. in finance, accounting, economics, or a related field.

Six to nine years of experience in FP&A, including ownership of a full planning process and direct management of analysts.

Advanced proficiency in Excel and PowerPoint. Experience with an EPM platform.

Preferred Qualifications:

MBA or CPA.

Experience within a private equity-backed organization. Experience in home care or multi-site healthcare services.

Experience with Planful, Workday Adaptive Planning, Power BI, or Tableau. Experience leading the implementation of AI-enabled finance tools, automation initiatives, or process redesign.

Physical Requirements:

• Ability to travel approximately up to 30% of the time, lift and carry up to 15-20 pounds, sit, stand and walk for prolonged periods, and use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

Benefits for full time employees

TouchCare VirtualCare

Life Insurance

Health Savings Account

Flexible Spending Account

401(k) Matching

Employee Assistance Program

PTO Plan for Non-Exempt Employees

Flexible PTO Plan for Exempt Employees

Holidays and Floating Holidays

Pet Insurance

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

California Residents Only:

In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.

Sounds like your next step?

Meet the team

TheKey Of New Jersey LLC

TheKey is a concierge-based home care company that has helped clients achieve successful aging in place for nearly 20 years. Founded in Silicon Valley, the company is committed to changing how the world lives and ages at home by ensuring the dignity, safety, and independence of its clients. TheKey has grown from a single location to service coverage throughout North America, enabling clients to live life on their own terms in their own homes. The company provides comprehensive care services supported by employee-teams trained with the resources and support needed to deliver exceptional care experiences for clients and their families.