FiscalNote

Manager, FP&A

FiscalNote

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

ERP

About the role

  • Lead the annual budgeting process, rolling forecasts, and multi-year financial models to support company growth objectives
  • Perform in-depth financial analysis, including margin analysis, OpEx/CapEx tracking, and KPI reporting
  • Prepare executive-level presentations and Board review materials, translating financial data into clear business insights
  • Serve as the primary finance liaison for business leaders, providing monthly budget vs. actual reporting and actionable recommendations
  • Support FP&A initiatives related to acquisitions, pricing strategy, ROI analysis, and other ad hoc corporate projects
  • Continuously optimize FP&A systems, processes, and workflows to improve efficiency and accuracy (Workday Adaptive Planning experience preferred)
  • Collaborate closely with the VP of FP&A and senior leadership on strategic planning, performance monitoring, and operational finance initiatives
  • Participate in cross-functional meetings to provide financial insights and support business decision-making

Requirements

  • 5–7+ years of progressive FP&A, Corporate Finance, or Investment Banking experience
  • Hands-on experience with Workday Adaptive Planning, including model building, reporting, and scenario analysis
  • Advanced Excel skills (Power Query, Pivot Tables, complex logic) and familiarity with ERP systems (e.g., NetSuite)
  • Strong communication skills with the ability to influence senior leaders and explain financial concepts to non-finance stakeholders
  • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
  • Proven ability to lead financial planning, analysis, and reporting for complex organizations
  • Comfortable working in a fast-paced, collaborative environment and managing multiple priorities simultaneously
  • (Preferred) Experience supporting earnings calls, investor reporting, and strategic initiatives for SaaS or technology businesses
Benefits
  • FiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance
  • Competitive salaries
  • Retirement accounts
  • Equity packages
  • Comprehensive benefits packages
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysismargin analysisOpEx trackingCapEx trackingKPI reportingbudgetingfinancial modelingExcelscenario analysisreporting
Soft Skills
communicationinfluencecollaborationproblem-solvingtime management
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBACPA