FP&A Manager, Reporting & Investor Relations

Summary

The goal is to give the VP of Finance more capacity and improve the quality of financial reporting for internal or external stakeholders. The proposed role would build and maintain financial models, reports, and board and investor materials. The VP can then focus on growth strategy, high-priority business decisions, and relationships with executive leadership. The role also builds a foundation for a larger finance organization, supporting a future public reporting director opening or management of a junior analyst position.

Responsibilities and recurring tasks

FP&A

• Build and maintain an integrated three-statement operating model and cash runway forecast.
• Coordinate the annual budget with department heads.
• Run regular budget-vs-actual analysis and write the variance commentary.
• Build scenario and sensitivity analyses for hiring, capex, and spending when the CFO or external investors request.
• Develop and refine a long-range financial forecast to plan for future funding rounds and eventual product launch.
• Track headcount and materials spending against plan and monitor overruns as they occur.

Reporting

• Produce the monthly management reporting package after month end.
• Own any future KPI dashboards: revenue, gross margin, burn, runway, and headcount.
• Work closely with accounting to identify inconsistencies or misclassifications in historical data and improve the quality of data when it comes to vendor tagging and department classifications.
• Make reports and processes repeatable through templates, better tools, and Datarails integrations.

Investor relations preparation

• Draft the finance sections of quarterly board decks alongside the VP for CFO to review.
• If necessary, prepare investor updates and answer investor data requests with coordination with accounting.
• Support fundraising and due diligence process as needed: model updates, refinements, and ad-hoc requests.

Qualifications and traits

Experience and skills

• 4–5 years in FP&A, corporate finance, financial consulting, or strategic finance.
• Strong three-statement modeling, forecasting, and scenario analysis.
• Has built client- or executive-ready models, presentations, and reporting packages.
• Working knowledge of accounting principles and modelling best practices.
• Advanced Excel or Google Sheets and PowerPoint. Experience with Datarails financial management software is a plus.
• Bachelor's degree in economics, finance, or accounting.

Traits

• Ownership: Treats the model and the reporting calendar as their own, with no reminders needed
• Clear communicator: Turns numbers into a short, clear story for engineers, executives, and investors
• Detail-oriented: Board and investor materials are accurate on the first pass
• Curious: Learns how the technology and business work so forecasts reflect reality
• Adaptable: Handles shifting priorities during busy periods such as fundraising and can scale with the business as it grows
• Growth-minded: Wants to grow toward more senior finance leadership