Strategic FP&A Manager: Budgeting, Forecasting & Modeling

KBW Financial Staffing & Recruiting; Burlington (MA); On-site; USD 175,000 - 200,000; Full time

Job summary

KBW is partnering with a venture-backed company to recruit an FP&A Manager in Massachusetts. The role will lead budgeting, forecasting, cash planning, and financial modeling, partnering with department leaders and senior leadership to drive strategic financial decisions.

Responsibilities include owning the annual budget, maintaining the operating model, cash runway analysis, and monthly variance reporting, with a focus on capital-intensive operations and scalable planning processes.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of FP&A experience.
• Strong financial modeling skills and experience building operating models.
• Manufacturing, industrial, mining, energy, or other capital-intensive industry experience required.

Responsibilities

• Own the annual budget and recurring forecast cycles.
• Build and maintain the company operating model covering revenue, headcount, opex, capex, and cash.
• Lead cash forecasting and runway analysis.
• Prepare monthly performance reporting and budget-to-actual variance analysis.
• Partner with department leaders on headcount, spending, and resource planning.
• Develop and track key operational and financial KPIs.
• Support board and investor reporting.
• Partner with Accounting to align forecasts, actuals, and financial reporting.
• Improve planning tools and processes as the company scales.

Skills

FP&A experience

Financial modeling

Operating models

Budgeting

Forecasting

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Excel

Job description

KBW is partnering with a venture-backed company to recruit an FP&A Manager in Massachusetts. The role will lead budgeting, forecasting, cash planning, and financial modeling, partnering with department leaders and senior leadership to drive strategic financial decisions.

Responsibilities include owning the annual budget, maintaining the operating model, cash runway analysis, and monthly variance reporting, with a focus on capital-intensive operations and scalable planning processes.