Senior Manager of Financial Planning & Analysis, Wealth.com

• Bachelor's degree with a major in Accounting, Finance, Economics, or a quantitative field (e.g., Data Science)
• Minimum 4-6 years of progressive experience, ideally with an investment banking or management consulting background and more recent FP&A experience within a technology start-up
• Ability to thrive in an individual contributor capacity where you will own the entire workflow from data extraction to executive synthesis
• High tolerance for ambiguity and ability to manage changing priorities dynamically
• Strong comfort with and curiosity for integrating generative AI tools (specifically Claude and Gemini) into daily workflows to augment financial analysis, speed up research, and refine communications
• Exceptional analytical abilities coupled with advanced MS Excel and PowerPoint skills
• Outstanding presentation and storytelling skills
• Proven ability to confidently influence and guide senior executive decision-making

Desirable

• As the Senior Manager of Financial Planning & Analysis (FP&A) at Wealth
• Com, you will report directly to and work closely with the Chief Financial Officer
• You will be tasked with transforming raw financial and operational data into narrative-driven strategy, dissecting the issues affecting the company's key growth initiatives, and assisting with other strategic objectives
• You will actively partner with leadership, moving past static spreadsheet data to deliver real-time, data-driven insights that steer corporate strategy
• This is a hybrid role where you will be expected to work from the NYC office a minimum of three days per week
• Help design, implement, and manage the company's continuous rolling forecast and financial planning processes
• Champion the use of modern AI workflows (specifically leveraging Claude and Gemini) to automate manual inputs, streamline coding scripts for data manipulation, and run real-time scenario planning
• Construct sophisticated, scalable financial models from scratch to backstop proposed business development, pricing strategies, and core corporate strategic initiatives
• Gather, synthesize, and translate complex financial results into clear, narrative-driven insights and presentations for the leadership team and Board of Directors
• Collaborate closely with functional departments to aggregate financial and operational data, map business trends, and identify critical optimization opportunities
• Partner directly with the Accounting team to streamline monthly, quarterly, and year-end close cycles by ensuring tight integration between financial models and actual system results
• Manage key inputs for the company's operating model
• Support the Sales and Product teams through deep financial analysis
• Prepare reports for the leadership team
• Assist the Accounting team with monthly, quarterly, and year-end closings of the books and records