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Flex

Director – FP&A

Flex

FP&A Manager responsible for creating FP&A function for Flex, an AI-native private bank. Overseeing financial models and reporting to support ambitious business owners.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesLead💰 $150,000 - $180,000 per yearWebsite

Tech Stack

Tools & technologies
SQL

About the role

Key responsibilities & impact
  • Build the FP&A function from 0 to 100 — design the planning cadence, reporting architecture, and operating rhythm from scratch
  • Implement a modern FP&A platform (Pigment, Runway, or Abacum) end-to-end: vendor selection, data model design, integrations, and rollout
  • Own annual budgeting, rolling forecasts, and long-range planning — built as a continuous, driver-based forecasting capability
  • Build and maintain the financial models that drive real executive decisions on pricing, headcount, capital allocation, and GTM investment
  • Run board-level reporting and investor materials — translating financial complexity into clear executive narratives
  • Design the FP&A data layer: pull directly from the warehouse with SQL, build dashboards, and automate the reporting pipeline so the numbers are always live
  • Own scenario planning as a continuous capability — run one-click shocks across pricing, demand, FX, and headcount with side-by-side P&L, balance sheet, and cash impact
  • Embed AI agents across the workflow — automated variance detection with drafted commentary, anomaly monitoring on key metrics, narrative generation for monthly reviews and board packs, and natural-language Q&A on financial data
  • Partner with GTM, Product, and Engineering leaders on the unit economics, capacity planning, and trade-offs that shape the roadmap

Requirements

What you’ll need
  • 5+ years of FP&A experience, ideally at a high-growth fintech company
  • Proven 0-to-100 builder — you've stood up an FP&A function or substantially rebuilt one, not just maintained one that already exists
  • Hands-on implementation experience with a modern FP&A platform (Pigment, Runway, or Abacum strongly preferred
  • SQL fluency is a must — you go to the warehouse before you go to the BI tool. Comfort with Looker, Hex, Mode, or similar
  • AI-native operator — you've already integrated tools like Claude into your daily workflow, you've used AI to draft variance commentary, automate forecast refreshes, or generate board narratives, and you have opinions on which workflows should and shouldn't be agentic yet
  • Strong storytelling chops — variance numbers don't drive decisions, narratives do. You can write the commentary the CFO wants to read
  • Builder energy — you'd rather design a process than inherit one, and ambiguity excites you more than it stresses you out

Benefits

Comp & perks
  • Mission-critical problems: We build software that directly controls how money moves at scale.
  • High bar, low ego: Small teams, exceptional people, real ownership.
  • Speed over comfort: We prioritize execution, quality, clarity, and results.
  • Enduring impact: What we’re building will define how a generation of owners runs their businesses.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
FP&Afinancial modelingbudgetingforecastingscenario planningSQLdata model designvariance analysisnarrative generationAI integration
Soft Skills
storytellingbuilder mindsetproblem-solvingcommunicationcollaborationadaptabilityanalytical thinkingleadershipcreativitystrategic thinking