Remote FP&A Lead — FinOps & Client Forecasting

Milestone Business Solutions; Carmel (IN); Remote; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation

Paid time away from work

Flexible work environment

Equal opportunity employer

Job summary

Milestone is a fast-growing professional services firm providing outsourced accounting and HR solutions to small and mid-sized businesses. As FP&A Manager in FinOps, you will lead client engagements from planning through delivery, managing teams, timelines and budgets while acting as a hands-on partner to clients and the Milestone CFO team.

This is a remote-first, full-time exempt role with occasional travel to Carmel, Indiana (1–2 times per year).

Qualifications

• Bachelor's degree in Accounting or Finance.
• 6+ years FP&A or accounting with leadership of engagements or teams.
• Strong Excel and Google Sheets proficiency.
• Proven project management with scope, timelines and budgets.
• Excellent written and verbal communication with attention to detail.
• Experience supporting fundraising (equity/debt) is a plus.
• CPA, CFA, or MBA a plus.

Responsibilities

• Lead client engagements from planning through delivery, building project plans, managing timelines and scope, and quoting ad-hoc work as it arises
• Manage, train, and mentor team members from Associate through Senior Analyst, ensuring quality work product delivered on time and on budget
• Serve as a hands-on thought partner to clients, identifying the key metrics and levers that connect financial KPIs to operational goals
• Partner with the Milestone CFO team to execute financing strategy, including equity and debt raises
• Lead difficult conversations, manage client expectations, and support renewal scope-of-work discussions
• Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets, creating new standard templates where needed
• Review models for logic, stress-test them, and refine them so clients can easily digest the results
• Implement department-wide QA standards and SOPs, standardize work-papers, and resolve high-stakes data discrepancies
• Evaluate how to use AI effectively and securely to improve the client and employee experience and the quality of our deliverables
• Keep the department running smoothly through accurate timekeeping, budget and utilization tracking, task management, and billing updates

Skills

Excel

Google Sheets

Project management

Communication skills

Financial modeling

Education

Bachelor's degree in Accounting or Finance

Tools

QuickBooks Online

Fathom

Liveflow

Karbon

Google Workspace

Claude

Job description

Milestone is a fast-growing professional services firm providing outsourced accounting and HR solutions to small and mid-sized businesses. As FP&A Manager in FinOps, you will lead client engagements from planning through delivery, managing teams, timelines and budgets while acting as a hands-on partner to clients and the Milestone CFO team.

This is a remote-first, full-time exempt role with occasional travel to Carmel, Indiana (1–2 times per year).