Lead FP&A and Strategic Finance Associate

Job Description

Job Description

About Fundraise Up

We're Fundraise Up - a global fundraising platform built to make donating to nonprofits fast, seamless, and accessible to all. Every month, our technology powers tens of millions of dollars in donations across the globe. We focus on innovation that directly impacts results: faster load times, higher conversion rates, global payment support, and accessibility-first design.

Our platform is trusted by many of the world's leading nonprofits, including UNICEF, the Alzheimer's Association, and a wide range of global NGOs. With a 4.9/5 rating across top software review platforms, we're recognized not just for our impact - but for the quality of the product we deliver.

About the Role

Great FP&A doesn't just report the numbers – it changes the decisions that get made. We're looking for a Lead FP&A and Strategic Finance Associate to be the strategic finance partner for our Sales, Revenue, Product, and Operations leaders. You'll own budgeting, forecasting, and performance analysis for your assigned functions, moving well past transactional finance work into the room where headcount, investment, and pipeline decisions actually get made. Please note this is a hybrid role that requires 2-3 days in office each week.

Key Responsibilities

• Serve as the primary Finance partner for assigned business functions, building trusted relationships with department leaders and directly influencing decisions
• Own budgeting and rolling forecast processes for assigned business areas, building financial models and scenario analyses that surface risk and opportunity early
• Partner with Revenue leadership on sales planning and performance tracking, monitoring bookings, pipeline health, AE productivity, and close rates
• Build business cases for new investments and organizational changes, and support executive presentations and strategic planning exercises
• Partner on headcount planning and resource allocation across the business
• Lead cross-functional projects spanning Finance, Revenue, Product, Operations, and People, driving alignment without relying on formal authority
• Run financial planning processes with minimal oversight, proactively escalating risks and driving automation and process efficiency
• At Fundraise Up, AI is a default tool, not an experimental one. We expect every team member to actively use AI in their day-to-day work, identify where AI can change the shape of problems in their function, and grow their fluency as the tools evolve
• Work closely with Finance and other leadership in our New York, NY HQ several days each week

Skills and Qualifications

• 5+ years of progressive FP&A or strategic finance experience
• Demonstrated experience partnering directly with Sales or Revenue leadership on pipeline, bookings, and productivity analysis
• Experience working with B2B revenue models and B2B performance metrics
• Strong financial modeling skills, including scenario planning, forecasting, and business case development
• Track record of operating independently, exercising sound judgment, and influencing outcomes without formal authority
• Executive presence, with the ability to communicate complex financial information clearly to senior leaders
• Expert-level Excel/Google Sheets
• Fluency with AI tools to automate reporting, forecasting, and analytical workflows
• Bachelor's degree in Finance, Accounting, Economics, or a related field

Nice to Have

• Background in investment banking, Big 4, or fintech
• Experience in a high-growth SaaS or subscription business
• Hands-on experience with FP&A tools such as Anaplan, Cube, or Workday
• Tableau and SQL
• Knowledge of ERP accounting systems
• MBA

You'll Thrive Here If You…

• You'd rather build the model that answers the question than wait to be handed the question
• You want a seat at the table with department leaders, not just a line item to report on
• You can hold your own in a room with execs and still roll up your sleeves in a spreadsheet
• You default to ownership – you see a gap in a process and you fix it
• You're comfortable operating with ambiguity and minimal oversight
• You use AI as a working tool, not a novelty
• You give and take direct feedback without ego
• You want your judgment, not just your output, to matter

Compensation

• The compensation range for this role is $150k - $165k OTE
• Final compensation will be determined based on relevant experience, skills, qualifications, alignment with the role's requirements and location.

Perks & Benefits

• Health, Dental, and Vision insurance covered at 100% for employees, 80% for employee plus dependents, and 70% for employees plus family.
• FSA and HSA Spending Account.
• 20 days of vacation, 5 sick days, 11 company holidays plus an additional 1 floating holiday.
• 401(k) plan with company match.
• 100% Company-paid short-term disability, long-term disability, basic life insurance and AD&D.
• Paid parental leave (12 weeks for primary caregivers / 6 weeks for secondary caregivers).
• Generous home office stipend to support your remote workspace.
• Annual professional development stipend to support your growth (e.g., workshops, courses, and seminars).
• Charitable giving program and paid volunteer time off with registered non-profits.

***Please note: All official correspondence from Fundraise Up will exclusively originate from the @fundraiseup.com domain. Exercise caution and ensure the authenticity of emails claiming to be from our company.***

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, disability, or any other characteristic protected by applicable law in the countries where we operate.