Senior FP&A Manager/Director - Pre-IPO Fintech (Hybrid)

Atlantic Group; New York (NY); Hybrid; USD 185,000 - 200,000; Full time

Benefits offered by this job

Strong bonus

RSUs

Excellent benefits

Hybrid schedule

Job summary

Atlantic Group, a pre-IPO fintech firm in New York, seeks a Senior Manager/Director of Financial Planning & Analysis to report to the CFO. The role focuses on KPI dashboards, budgeting, forecasting, liquidity management, and strategic planning.

Strong emphasis on presenting financial results to the C-Suite and driving revenue/expense analytics. The ideal candidate will have 7–12 years FP&A experience, with heavy KPI/analytics expertise, advanced Excel, and a background in AI tools.

Qualifications

• 7-12 years FP&A experience at growing fintech or pre-IPO company or Big Four/consulting
• Heavy experience with KPI's & performance analytics
• Advanced Excel and analytical skills; background with AI tools Claude and ChatGPT

Responsibilities

• Track KPIs and build dashboards for leadership
• Oversee budgeting and forecasting processes
• Perform analytics on performance metrics
• Conduct headcount analysis and capacity planning
• Manage liquidity and working capital analytics
• Contribute to strategic planning and scenario analysis
• Present financial results to the C-Suite
• Analyze revenue and expenses to drive margins
• Lead special CFO-related projects

Skills

KPI dashboards

Performance analytics

Advanced Excel

AI tools: Claude

AI tools: ChatGPT

Tools

Claude AI

ChatGPT

Job description

Atlantic Group, a pre-IPO fintech firm in New York, seeks a Senior Manager/Director of Financial Planning & Analysis to report to the CFO. The role focuses on KPI dashboards, budgeting, forecasting, liquidity management, and strategic planning.

Strong emphasis on presenting financial results to the C-Suite and driving revenue/expense analytics. The ideal candidate will have 7–12 years FP&A experience, with heavy KPI/analytics expertise, advanced Excel, and a background in AI tools.