FP&A Manager

The role

The FP&A Manager will own forecasting and planning processes and build models to help leadership understand business direction. This role connects financial performance to underlying business drivers.

What you will do

• Own the company's budgeting, forecasting, and financial planning processes.
• Build and maintain financial models connecting revenue, expenses, transaction volume, customers, and rewards to unit economics.
• Produce monthly financial reporting and variance analysis.
• Support strategic planning, fundraising, capital planning, and other major company initiatives.
• Build scenario models to evaluate new products, partnerships, and hiring plans.
• Work closely with accounting to ensure actual financial results are accurately reflected in models and forecasts.
• Support ad hoc analysis and data-driven decision making across the organization.

Required qualifications

• Bachelor's degree in finance.
• 5+ years of experience in FP&A, strategic finance, investment banking, consulting, or a similar analytical role.
• Strong financial modeling and Excel skills.
• Strong understanding of financial statements and how operational activity flows through to financial results.
• Experience owning budgeting and forecasting processes.
• Ability to translate complex financial and operational data into clear insights for non-finance stakeholders.
• Experience with BI and data viz tools like Power BI or Metabase.
• Demonstrated hands-on use of AI tools to do real work.

Nice to have

• Fintech, banking, payments, lending, or financial services experience is preferred.
• Has worked with startups.

Benefits

• Competitive salary and stock option plan
• Medical, Dental, and Vision insurance
• 401(k) plan with 5% company match
• Flexible vacation policy

About the company

Taekus is a profitable fintech and travel startup building a next-generation premium banking and rewards ecosystem for affluent customers.