Financial Manager / FP&A Lead

Financial Manager / FP&A Lead

Engagement Type: Full-time Independent Contractor.

Location: 100% Remote.

Timezone: Must be available for a core working overlap of 9:00 AM – 6:00 PM US Pacific Time.

Role Overview

The FP&A Manager serves as an analytical counterweight to the close. You will build and own the budgets, forecasts, and operating models that clients rely on to make key decisions. This role sits between the client’s executive team and the accounting function. You are expected to have a point of view and defend it—this is not a role for simply handing over a spreadsheet; you are expected to interpret the data and provide actionable business recommendations.

Key Responsibilities

• Planning and Forecasting: Build and maintain driver-based operating models (revenue, headcount, payroll, and OpEx). Own annual budgets and rolling re-forecasts. Manage 13-week and long-range cash forecasts.

• Reporting and Analysis: Produce monthly management reporting packages, including budget vs. actuals, flux analysis, and KPI dashboards. Prepare board and investor materials in partnership with client leadership.

• Business Partnership: Partner with client operations leaders on site-level and program-level economics. Pressure-test business cases for new initiatives and headcount.

• Systems and Scale: Own the integrity of the reporting chart of accounts in partnership with the Controller. Evaluate and implement FP&A tools and ERP systems. Focus on automating recurring reporting to prioritize analysis over data entry.

AI and Automation Fluency (Required)

We operate on a model that integrates AI into daily delivery. Candidates must demonstrate real, hands-on use of AI tools in their professional work.

• Daily, working use of Claude or an equivalent LLM within finance/accounting workflows.

• Ability to write, test, and refine prompts, and turn them into reusable templates.

• Critical review of AI output: You own the numbers, not the model.

• Proactive identification of manual processes to automate.

Qualifications

• Experience: 6+ years in FP&A, corporate finance, investment banking, or consulting (min. 2 years building/owning models end-to-end).

• Modeling: Expert-level three-statement, driver-based, scenario, and sensitivity analysis.

• Technical: Advanced proficiency in Google Sheets/Excel. Experience with FP&A platforms (e.g., Pigment, Mosaic, Cube) or mid-market ERPs (e.g., NetSuite, Sage Intacct) is a major plus.

• Communication: Excellent written and verbal English; capable of presenting directly to a CFO or Board.

• Preferred: Healthcare, value-based care, or venture-backed startup experience; familiarity with SQL, Python, or BI tools (Looker, Tableau, Power BI).

What Success Looks Like

• First 30 days: Rebuild or document assigned client models; deliver the first monthly reporting package under review.

• By 60 days: Own the re-forecast and reporting independently; reconcile cash forecasts to actuals with variance explanations.

• By 90 days: Deliver at least one decision-grade analysis that impacts client strategy; automate recurring reporting assemblies.

Engagement Details

• Requirements: You provide your own reliable computer, high-speed internet, and a quiet, private workspace. We provide access to all required software and tools.

• Compliance: Role requires strict confidentiality and adherence to HIPAA-aligned data practices when handling financial and health-adjacent data.