Finance Manager

Wagmo

Finance Manager at Wagmo focusing on financial rigor and operating visibility for growth. Overseeing financial modeling, budgeting, forecasting, and AI-influenced workflows.

Posted 6/10/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Own Wagmo’s consolidated financial model and forecasting process, driving improved accuracy and maintaining forecast variance within 10%.
Create timely, actionable budget vs. actuals reporting in partnership with department leads to support active P&L management, resource allocation, and financial accountability across the business.
Prepare financial reporting and analysis for senior leadership, highlighting key trends, risks, opportunities, and recommended actions. Build scalable FP&A processes, reporting cadences, dashboards, and operating rhythms that improve decision-making as Wagmo grows.
Develop Wagmo’s AI strategy for Finance and apply AI-enabled tools or workflows in at least 50% of reporting processes to improve efficiency, reduce manual work, and identify more actionable insights.
Partner with RevOps and the VP of Sales to increase confidence in sales forecasting, improve pipeline visibility, and identify opportunities to drive stronger sales productivity.
Actively manage cash positioning and cash forecasting to support effective utilization of Wagmo’s capital and ensure leadership has clear visibility into runway, liquidity, and investment tradeoffs.
Support strategic projects, including fundraising preparation, board materials, investor reporting, unit economics analysis, headcount planning, and business case development.
Own Wagmo’s pricing strategy in partnership with Product, including financial analysis, pricing recommendations, and scenario modeling to support growth, retention, and profitability.
Manage client renewal pricing in partnership with Customer Success, ensuring pricing decisions support Wagmo’s retention goals while improving margin and long-term account value.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field preferred; MBA, CFA, CPA, or equivalent experience is a plus.
6+ years experience in FP&A, strategic finance, corporate finance, accounting, investment banking, consulting, or a similarly analytical finance role. Experience within a high-growth startup, SaaS, technology, insurtech, fintech, healthcare, or B2B business is preferred.
Strong financial modeling skills, including experience building and maintaining consolidated operating models, forecasts, scenario analyses, and cash flow projections. High proficiency with Excel or Google Sheets, financial planning tools, BI/reporting systems, and comfort learning or implementing AI-enabled finance workflows.
Strong analytical judgment and business intuition, with the ability to move beyond reporting what happened to explaining why it happened and what the business should do next. Strong understanding of pricing strategy, unit economics, margin analysis, and customer/account-level profitability.
Excellent communication skills, including the ability to present financial insights clearly to both finance and non-finance stakeholders. Demonstrated ability to partner with cross-functional leaders to manage budgets, interpret financial performance, and influence better business decisions.
High ownership, attention to detail, and a bias toward action, with the ability to balance strategic thinking and hands-on execution. Comfort working with ambiguity and building processes from the ground up in a fast-paced, resource-conscious environment.

Benefits

Comp & perks

Comprehensive health, vision, and dental coverage
HSA/FSA
401(k) retirement planning with employer matching
Unlimited paid time off
Annual company holidays
Additional company-wide recharge days off
12 weeks parental leave for eligible employees
Company paid Wagmo pet wellness and insurance plans
Annual fully-paid company-wide retreat + monthly team all hands + regular team gatherings
Pet-friendly office
Catered lunches

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingforecastingbudgetingcash flow projectionsscenario analysispricing strategyunit economicsmargin analysisfinancial analysisAI-enabled finance workflows

Soft Skills

analytical judgmentbusiness intuitioncommunication skillscross-functional collaborationattention to detailstrategic thinkinghands-on executionability to work with ambiguityinfluence business decisionsownership

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsBachelor’s degree in BusinessMBACFACPA