Talent.com
Financial Planning and Analysis Manager
Financial Planning and Analysis Manager3 Bridge Networks • San Francisco, CA, United States
[error_messages.no_longer_accepting]
Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

3 Bridge Networks • San Francisco, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

We are looking for a highly analytical and proactive FP&A Manager to join our Finance team within a fast-growing fintech organization. This role will drive financial planning, forecasting, and strategic analyses that support rapid scaling, product innovation, and regulatory complexity. The ideal candidate has deep financial modeling capabilities, thrives in high-growth fintech environments, and understands the unique financial and operational drivers of payments, lending, digital banking, or other financial technology businesses.

Key Responsibilities

  • Lead the annual operating plan, monthly / quarterly forecasts, and long-range financial planning for the company.
  • Build and maintain complex financial models supporting revenue streams such as payments volume, interchange, lending, subscription fees, or transaction-driven revenue.
  • Conduct cohort, unit economics, and customer lifetime value analyses to guide strategic decisions.
  • Identify performance trends, risks, and opportunities through deep financial and operational analysis.

Reporting & KPI Management

  • Prepare monthly financial reporting packages for executive leadership, the board, and investors.
  • Track and analyze core fintech KPIs (CAC, LTV, churn, credit performance, delinquency rates, take rate, cost per transaction, and contribution margin).
  • Develop dashboards and reporting automation to enhance data visibility across teams.

    • Strategic Business Partnering

  • Collaborate with cross-functional leaders in Product, Growth, Risk, Operations, Engineering, and Compliance.
  • Support pricing strategies, new product launches, credit program design, and risk underwriting models.
  • Evaluate capital allocation, lending capacity, user growth initiatives, and customer acquisition strategies.
  • Work closely with the Risk team to assess credit performance, portfolio trends, and reserve forecasting.

    • Financial Systems & Process Improvement

  • Build scalable financial models as the business grows into new markets or product lines.
  • Drive enhancements in systems, tools, and processes; experience with tools like Adaptive, Anaplan, SQL, or Looker is a plus.
  • Partner with Accounting to ensure accurate month-end close and reporting.

    • Special Projects & Strategic Initiatives

  • Conduct deep dives into revenue drivers, operating expenses, fraud trends, and credit portfolio performance.
  • Support due diligence, fundraising efforts, investor materials, and scenario modeling.
  • Lead ad-hoc analyses and strategic initiatives to support rapid company transformation and scaling.

    • Qualifications

    Experience

  • 6–10 years of progressive FP&A, corporate finance, investment banking, fintech strategy, or management consulting experience.
  • Prior experience in fintech strongly preferred (payments, digital banking, lending, credit, or other financial services technologies).
  • Proven expertise developing models for transaction-based revenue, credit / lending portfolios, or high-transaction-volume businesses.
  • Experience working in fast-paced, ambiguous, high-growth environments.

    • Skills

  • Advanced Excel and financial modeling skills; comfort with large datasets.
  • Strong understanding of fintech business models, unit economics, and regulatory considerations.
  • Ability to analyze credit metrics, customer behavior, and transaction-level data.
  • Excellent communication and storytelling skills—able to translate complex analysis into insights for executives and non-finance stakeholders.
  • High attention to detail, strong business judgment, and a bias for action.
  • Proficiency with BI tools (Looker, Tableau, SQL preferred).

    • Education

  • Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or related field required.
  • MBA, CFA, or CPA is a plus but not required.

    • Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Accounting / Auditing, Finance, and Administrative

    • Industries

  • Accounting, Software Development, and Financial Services

    • #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Manager Financial Planning • San Francisco, CA, United States

    [internal_linking.similar_jobs]
    Financial Reporting Manager

    Financial Reporting Manager

    Robert Half • Menlo Park, CA, US
    [job_card.full_time]
    Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team.This role is integral to ensuring the accuracy and timeliness of financial reporting, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    Qcells • San Francisco, CA, US
    [job_card.full_time]
    EnFin seeks an experienced and energetic Financial Planning & Analysis Manager to lead financial planning and risk analysis functions for the company’s solar financing team.This is a high-visibilit...[show_more]
    [last_updated.last_updated_30]
    Financial Planning and Analysis Manager Menlo Park and / or / San Francisco, California

    Financial Planning and Analysis Manager Menlo Park and / or / San Francisco, California

    Workstream Construction Services Ltd. • San Francisco, CA, United States
    [job_card.full_time]
    Menlo Park and / or / San Francisco, California.Workstream is a mission-driven company building the all‑in‑one HR, payroll, and hiring platform for managing the hourly workforce.Workstream has been pu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Adaptive Planning Lead - Finance & FP&A Systems (Hybrid)

    Adaptive Planning Lead - Finance & FP&A Systems (Hybrid)

    Next Ventures • San Francisco, CA, United States
    [job_card.full_time]
    A high-growth software company in San Francisco seeks a Financial Systems Manager for Adaptive Planning.This role combines finance and technology responsibilities, requiring expertise in administer...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior Manager - Location

    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior Manager - Location

    Ernst & Young Oman • San Francisco, CA, United States
    [job_card.full_time]
    At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Reporting Manager

    Financial Reporting Manager

    Iterable • San Francisco, CA, United States
    [job_card.full_time]
    Iterable is the leading AI-powered customer engagement platform that helps leading brands like Redfin, SeatGeek, Priceline, Calm, and Box create dynamic, individualized experiences at scale.Our pla...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Financial Planning and Analysis Manager

    Senior Financial Planning and Analysis Manager

    SnapLogic • San Mateo, CA, United States
    [job_card.full_time]
    As a key member of the FP&A (Financial Planning and Analysis) team, you will own our company financial model and collaborate closely with the rest of the FP&A team. You will also serve as a trusted ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Manager - Financial Planning & Analysis - CA, USA

    Manager - Financial Planning & Analysis - CA, USA

    Connor Consulting • San Francisco, CA, US
    [job_card.full_time]
    Manager Financial Planning & Analysis USA.Are you looking for an opportunity to take your Financial Planning and Analysis expertise to the next level and make a real impact on strategic decisio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    Q CELLS USA Corp. • San Francisco, CA, United States
    [job_card.full_time]
    EnFin seeks an experienced and energetic Financial Planning & Analysis Manager to lead financial planning and risk analysis functions for the company’s solar financing team.This is a high-visibilit...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    Megaport • Brisbane, California, United States, 94005
    [job_card.full_time]
    Financial Planning & Analysis Manager.Were not your typical tech company and we dont want to be.Megaport is the global leader in Network as a Service (NaaS), and has transformed the way businesses...[show_more]
    [last_updated.last_updated_variable_days]
    Financial Planning & Analysis Manager (Revenue)

    Financial Planning & Analysis Manager (Revenue)

    Turo Inc • San Francisco, CA, United States
    [job_card.full_time]
    About the team : • •We are looking for an ambitious FP&A Manager to join our team at Turo.This position will work closely with Finance management and key business partners to drive detailed revenue fo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Planning and Analysis Manager

    Financial Planning and Analysis Manager

    Patco Brands • Sausalito, CA, United States
    [job_card.full_time]
    Be among the first 25 applicants.This range is provided by Patco Brands.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct message the job p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior Manager - Location

    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior Manager - Location

    California Staffing • San Francisco, CA, US
    [job_card.full_time]
    Business Consulting - Finance Financial Planning And Analytics (Fp&A) Senior Manager Location Open.Whole industries are being reshaped by emerging technologies, advanced analytics, and the deman...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Analyst, NA Revenue Analytics & Forecasting

    Financial Analyst, NA Revenue Analytics & Forecasting

    Visa Inc. • San Francisco, CA, United States
    [job_card.full_time]
    A leading financial services company is seeking a Financial Analyst to join its North America Revenue FP&A Team in San Francisco. This hybrid position involves evaluating and improving financial mod...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Planning and Analysis Manager

    Financial Planning and Analysis Manager

    Camino Search • San Mateo, CA, US
    [job_card.full_time]
    Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager.The business has grown quickly and is building a high-performing finance funct...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    Qcells North America • San Francisco, CA, United States
    [job_card.full_time]
    Financial Planning & Analysis Manager.Be among the first 25 applicants.This range is provided by Qcells North America.Your actual pay will be based on your skills and experience — talk with your re...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Planning & Analysis

    Financial Planning & Analysis

    Zenex Partners • San Francisco, CA, US
    [job_card.full_time]
    Provide Financial Planning & Analysis services in San Francisco, California, United States learn more about this role and apply.[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior Manager - Location

    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior Manager - Location

    EY • San Francisco, CA, United States
    [job_card.full_time]
    Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Senior Manager.FP&A and Enterprise Performance Management (EPM) engagements across multiple industries.The role sits within...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]