Senior Manager, FP&A
MotiveSalary not specified
Full Time
Expert & Leadership (9+ years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial Services, Retirement ServicesIndustries
Requirements
Candidates should have 3+ years of relevant experience in FP&A at a high-growth software company or investment banking. A deep understanding of SaaS business models and the ability to analyze key SaaS metrics like ARR, Churn, LTV, and CAC are required. Advanced proficiency in Excel, Google Sheets, and financial systems such as Netsuite and Pigment is necessary, with working knowledge of ERP systems like Netsuite or Workday. Expertise in Pigment is a plus, and candidates must demonstrate agility in learning and balancing multiple priorities in a fast-paced environment, along with excellent communication skills for cross-functional collaboration.
Responsibilities
The Senior Financial Analyst will develop and implement financial reporting and forecasting processes, including long-range planning and scenario modeling. They will collaborate with senior leadership to provide ad hoc financial analysis and budgetary support, delivering actionable insights to inform decisions and align capital allocation. Responsibilities include identifying and streamlining processes, driving standardization, and building scalable solutions to support growth. The role involves developing and tracking key performance indicators (KPIs) to measure financial performance, partnering with cross-functional teams to improve FP&A systems, and preparing materials for board meetings, investors, and internal reporting.
Skills
Financial Reporting
Forecasting
Financial Modeling
Scenario Analysis
Budgetary Support
KPI Tracking
Process Improvement
Standardization
Capital Allocation
Strategic Initiatives
Human Interest
Simplifies retirement savings plans for businesses
About Human Interest
Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.
San Francisco, CaliforniaHeadquarters
2015Year Founded
$561.2MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees
Benefits
Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation
Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest
Stock options for every employee
Generous PTO policy
HSA or FSA offering with an annual employer contribution
Short/Long-term disability and life insurance
Generous parental leave policy
Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year
Monthly work from home stipend
Annual wellness stipend
Risks
Increased competition from established financial institutions may pressure market share.
Rapid expansion into Utah could strain resources and operational capacity.
Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.
Differentiation
Human Interest offers a unique 3% cash back on employee 401(k) contributions.
The company provides end-to-end administration, including compliance and IRS paperwork handling.
Human Interest charges clear, affordable pricing with zero transaction fees for businesses.
Upsides
The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.
Partnership with BlackRock enhances credibility and provides resources for market expansion.
Increased demand for digital financial services boosts Human Interest's technology-driven approach.
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