Bastion

Financial Planning and Analysis Manager

Bastion

full-time

Posted on:

Origin:  • 🇺🇸 United States • New York

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Salary

💰 $130,000 - $165,000 per year

Job Level

Mid-LevelSenior

About the role

  • Take over monthly budget vs. actual analysis and establish regular reporting cadence with department heads
  • Learn current accounting workflows, understand how entries hit different accounts, and map existing financial reporting processes
  • Shadow customer meetings and product launches to understand revenue streams and cost structures
  • Establish working relationships with Product, Engineering, and GTM teams for pricing and margin modeling
  • Help with vendor spend analysis and card program management
  • Own the complete budget process and develop quarterly rolling forecasts for revenue, expenses, and cash flows
  • Build financial models to analyze profitability by customer segment and product line
  • Contribute to scenario analysis and long-term planning alongside treasury operations
  • Streamline vendor onboarding processes and optimize organizational spend
  • Create standardized monthly and quarterly financial reporting packages for leadership
  • Own comprehensive cash flow model and burn forecast to support fundraising and investor communications
  • Lead pricing and margin modeling projects for new product launches
  • Prepare financial sections of board decks and investor updates
  • Support capital allocation and legal entity planning as the business scales
  • Implement systems and processes to automate and scale financial operations

Requirements

  • Experience in FP&A, budgeting, forecasting, and financial modeling
  • Ability to build multi-year cash flow and burn forecasts
  • Experience with customer profitability and margin modeling
  • Experience preparing board decks and investor materials
  • Familiarity with accounting workflows and financial reporting
  • Vendor management and spend optimization experience
  • Partner cross-functionally with Product, Engineering, and GTM teams
  • Support treasury operations and scenario and long-term planning
  • Process automation and systems implementation experience
  • Willingness to shadow customer meetings and product launches
  • Resume required
  • Ability to commute to NYC 2 -3 days per week (position may be NYC-based)
  • Legally authorized to work in the US (Bastion participates in E-Verify)
  • Willing to undergo criminal background check
  • Must review Bastion's Privacy Policy
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