Nayya

Financial Planning and Analysis

• Lead and coach a team of remote CFP® professionals to deliver a consistently excellent 1-on-1 planning experience via text based chat & video calls
• Build a high-performing team culture through hiring, onboarding, coaching, performance management, and career development
• Evolve and operationalize a scalable service model. Identify areas we can scale coverage, workflows, scheduling, and day to day work that balances quality, compliance, and capacity
• Conduct quality assurance for the team: QA reviews, adherence to planning standards, documentation quality, and SEC compliance requirements
• Use data and feedback to improve outcomes, tracking and action on metrics like client satisfaction, engagement, utilization, and planner capacity
• Partner cross-functionally to improve the end-to-end client experience and tooling. Bringing insight to product improvement and elevating team requests to impact current product roadmap planning and company goals
• Own and evolve our client-facing content and presentation strategy. Developing and refining planning materials, tailoring them to different audiences/employers and client needs. Regularly deliver live presentations (e.g. webinars, workshops, employer sessions) and assign to members of the planning team in partnership with client success
• Surface and solve recurring client or planner friction points; escalate issues early and drive to resolution via internal partnerships with internal teams (you are the key voice of on the ground planning)
• Continuously improve how we work as a team: creating new processes, templates, and training that makes the team better and current with the changing landscape of financial planning with current rules and regulations
• Navigate changes in an ever changing environment as we are a start-up and working to bring financial health and wellness to all of our members via 1-1 interaction, asynchronous communication, and AI integration

Financial Planning Manager

• Own defined components of the monthly close process, including preparation, review, and variance analysis, in partnership with Accounting and Finance leadership
• Ensure accuracy, completeness, and consistency of financial data across close schedules, financial statements, and supporting analyses.
• Investigate discrepancies and root causes in financial results; drive process improvements to prevent recurring issues
• Support revenue recognition, accruals, and operational finance workflows tied to how the business operates
• Help design, document, and improve financial processes that support scalable, repeatable reporting
• Maintain and improve financial models, reporting templates, and system workflows to reduce manual effort and errors
• Partner with Accounting and Operations to ensure financial systems reflect business reality and reporting needs
• Strengthen controls and data integrity as the company grows in complexity
• Maintain core financial and operating metrics used by leadership and the board
• Prepare recurring and ad hoc reporting that is accurate, timely, and decision-ready
• Ensure alignment between financial reporting, operational metrics, and source systems
• Support cross-functional initiatives by providing financial insight grounded in how the business operates
• Assist with ad hoc analyses related to pricing, ROI, headcount planning, and investment decisions
• Act as a reliable finance partner to stakeholders across the organization

Financial Planning Manager

Finance Analyst