FP&A Manager
Job Location:
New York City, NY - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Overview
Our expertise includes:data center colocation network connectivity SD-WAN unified communications cloud contact center CX-AI private/public cloud security mobility business continuity and IoT.
Under the leadership of Founder and CEOChristopher TrappUPSTACK is committed to exceptional customer experiences serving 6500 clientsfrom SMBs to enterprisesand managing over $1B in annual technology spend across industries.
About the Role
We are seeking a strategic and analytical FP&A Manager to lead our Financial Planning & Analysis function and provide financial insights that drive business performance. This role will be responsible for managing the budgeting and forecasting cycle delivering data-driven business insights partnering with executive leadership to optimize financial performance and supporting strategic decision-making across the organization.
The ideal candidate is a proactive finance professional who combines strong analytical skills with business acumen and the ability to influence stakeholders across multiple functions. This position plays a critical role in helping the organization achieve its financial and operational objectives through accurate forecasting insightful analysis and cross-functional collaboration. The FP&A Manager will work closely with Accounting People Operations and business leaders to improve financial visibility enhance operational efficiency and ensure the organization has the insights needed to achieve its growth objectives.
This role will report to the CFO and is expected to work from the UPSTACK NYC headquarters at least three (3) days per week.
Key Responsibilities
- Lead the annual budgeting process and ongoing forecasting activities.
- Manage the monthly and quarterly FP&A cycle including variance analysis and financial reporting.
- Analyze financial and operational data to identify trends opportunities and risks affecting business performance.
- Provide actionable insights on revenue profitability retention churn and other key business metrics.
- Partner with executive leadership to monitor operating expenses optimize spending and improve budget adherence.
- Develop and maintain liquidity and cash flow forecasts to support financial planning and stability.
- Collaborate with Accounting to support month-end close processes and financial reporting accuracy.
- Partner with People Operations on workforce planning and headcount forecasting.
- Conduct ad hoc financial analyses to support strategic initiatives and business decisions.
- Identify opportunities to improve data integrity reporting processes and analytical efficiency.
- Support cross-functional projects and influence stakeholders to drive successful business outcomes.
Required Qualifications
- Bachelors degree in Finance Accounting Business Economics or a related field.
- 5 years of progressive experience in FP&A Corporate Finance Accounting Investment Banking Consulting or a related analytical role.
- Strong financial modeling forecasting budgeting and variance analysis skills.
- Experience leading the consolidation of entity-level budgets into a group-wide financial plan.
- Experience developing business performance metrics and translating data into actionable insights.
- Solid understanding of GAAP and financial reporting principles.
- Advanced Excel skills and the ability to work with large complex datasets.
- Strong analytical problem-solving and critical-thinking abilities.
- Excellent written and verbal communication skills including experience presenting to executive leadership.
- Demonstrated ability to influence stakeholders and collaborate effectively across multiple functions.
Preferred Tools & Experience
- Experience managing FP&A and financial planning platforms; experience with Vena is strongly preferred.
- Experience with financial planning and reporting platforms such as Adaptive Planning Anaplan Planful or similar tools.
- Proficiency with business intelligence and data visualization tools including Tableau Power BI or Looker.
- Experience working with ERP systems such as NetSuite Sage Intacct Oracle or SAP.
- Experience supporting high-growth private equity-backed or technology-enabled businesses.
- Familiarity with SaaS metrics recurring revenue models and subscription-based business environments.
- Project management experience and a track record of leading cross-functional initiatives.
- CPA CFA MBA or other relevant professional certification is a plus.
Salary Range
Employees new to UPSTACK typically come in at the start of the pay range. UPSTACK focuses on providing a simple and transparent pay structure which is based on a variety of factors including location experience and job-related skills.
The salary range for this role is $150000.00 to $180000.00 annually plus participation in the annual bonus program. Compensation includes base salary and benefits.
Closing
UPSTACK is an Equal Opportunity Employer and does not discriminate based on race gender ethnicity religion national origin age disability veteran status gender identity/expression sexual orientation or on any other basis prohibited by law. Consistent with applicable state and local law UPSTACK will consider employment for all qualified applicants.
UPSTACK is committed to providing reasonable accommodations to individuals with disabilities as required by applicable law. Accommodations may include adjustments to the application interview or assessment process as well as modifications to the work environment or job duties to enable individuals to perform the essential functions of the role. Requests for accommodations will be evaluated on a case-by-case basis and provided unless they impose an undue hardship on the organization.
At this time UPSTACK will not sponsor a new applicant for employment authorization for this position.
We endeavor to make the application process accessible to all applicants. If you would like to contact us regarding accessibility and/or need assistance completing the application process please contact us at.
Required Experience:
Manager
