Financial Services

FP&A Manager

New YorkOnsiteFull TimeManager / Head$140,000–$210,000 /yrPosted 11 days ago

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Required skills

FP&A
financial planning
financial analysis
budgeting
forecasting
variance analysis
financial model
leadership reporting
PE-backed
AI tools

Nice to have

CFA
financial services
fintech
banking
consulting
lending

Role summary

Flourish is seeking a strategic and analytical FP&A Manager to report directly to the CFO and own financial planning and analysis during a critical growth phase. This hands-on role involves building integrated financial models, leading budgeting and forecasting processes, preparing board and investor reports, and partnering with cross-functional teams. The ideal candidate will leverage AI tools for efficiency, provide ad hoc analysis for strategic initiatives, and possess strong data analysis and communication skills. Experience in financial services, fintech, or PE-backed environments is strongly preferred, along with understanding of FINRA reporting requirements.

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

About You

You are a highly strategic, data-obsessed, and analytical professional who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify opportunities, and drive insights with minimal guidance. You excel at synthesizing complex information and communicating insights clearly. You have run budgeting and forecasting processes before, can own them independently, and actively use AI tools to work smarter and faster.

You partner effectively with cross-functional stakeholders and contribute to data-driven decision-making. You will have direct access to the CEO, CFO, and CRO, among other leaders, and can collaborate effectively with them. You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of shaping its growth.

About the Role

Flourish is transitioning to a standalone, PE-backed organization. As an Financial Planning and Analysis Manager, you will report directly to the CFO and own financial planning and analysis, supporting strategic decision-making during a critical stage of growth and product evolution.

You’ll partner closely with finance leadership and cross-functional teams to deliver insights that drive performance and long-term value creation. This is a hands-on role for an experienced Financial Planning and Analysis Manager professional who can own the planning process from day one.

Principal Responsibilities

Build and maintain the company’s integrated financial model and forward-looking forecasts

Lead the annual budget, forecasting, and reforecasting processes, including monthly budget-vs-actual variance analysis

Prepare board, investor, and leadership reporting packages

Partner with business teams on performance analysis and support go-to-market and product analytics

Partner with our PE sponsor on reporting and ad hoc analysis needs

Partner with the Controller to ensure forecasts and management reporting tie to the accounting records

Develop dashboards and business intelligence reporting

Use AI tools to automate reporting, modeling, and analysis, and continually improve Financial Planning and Analysis efficiency

Provide ad hoc analysis for strategic initiatives

Minimum Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred

5+ years of relevant experience, including at least 3 years in a hands-on Financial Planning and Analysis role owning budgeting, forecasting, and modeling

Financial services, fintech, or PE-backed environment experience strongly preferred

Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Preferred Qualifications

Banking, PE, or consulting experience, ideally combined with in-house Financial Planning and Analysis experience

Understanding of financial services business models (e.g., broker-dealer, lending, insurance) and FINRA reporting requirements

FINRA Series 27 license

Exposure to high-growth or data-driven environments

Advanced financial modeling, analytical, and data interpretation skills; experience with Financial Planning and Analysis planning and BI/dashboard tools

Demonstrated use of AI tools (e.g., LLMs and AI-enabled planning, BI and modeling tools) to automate processes and improve efficiency

Ability to connect financial insights to business decisions, understand their financial impact, and balance that with business partner satisfaction

Ability to make accurate, independent decisions based on data

Excellent verbal and written communication skills

Excellent organizational skills and ability to prioritize and multitask; proactive, detail-oriented, and results-oriented

Curious and collaborative team player

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $140,000 - $210,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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