FP&A Manager

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

About You

You are a highly strategic, data-obsessed, and analytical professional who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify opportunities, and drive insights with minimal guidance. You excel at synthesizing complex information and communicating insights clearly. You have run budgeting and forecasting processes before, can own them independently, and actively use AI tools to work smarter and faster.

You partner effectively with cross-functional stakeholders and contribute to data-driven decision-making. You will have direct access to the CEO, CFO, and CRO, among other leaders, and can collaborate effectively with them. You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of shaping its growth.

About the Role

Flourish is transitioning to a standalone, PE-backed organization. As an Financial Planning and Analysis Manager, you will report directly to the CFO and own financial planning and analysis, supporting strategic decision-making during a critical stage of growth and product evolution.

You’ll partner closely with finance leadership and cross-functional teams to deliver insights that drive performance and long-term value creation. This is a hands-on role for an experienced Financial Planning and Analysis Manager professional who can own the planning process from day one.

• Build and maintain the company’s integrated financial model and forward-looking forecasts
• Lead the annual budget, forecasting, and reforecasting processes, including monthly budget-vs-actual variance analysis
• Prepare board, investor, and leadership reporting packages
• Partner with business teams on performance analysis and support go-to-market and product analytics
• Partner with our PE sponsor on reporting and ad hoc analysis needs
• Partner with the Controller to ensure forecasts and management reporting tie to the accounting records
• Develop dashboards and business intelligence reporting
• Use AI tools to automate reporting, modeling, and analysis, and continually improve Financial Planning and Analysis efficiency
• Provide ad hoc analysis for strategic initiatives

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred
• 5+ years of relevant experience, including at least 3 years in a hands-on Financial Planning and Analysis role owning budgeting, forecasting, and modeling
• Financial services, fintech, or PE-backed environment experience strongly preferred
• Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Preferred Qualifications

• Banking, PE, or consulting experience, ideally combined with in-house Financial Planning and Analysis experience
• Understanding of financial services business models (e.g., broker-dealer, lending, insurance) and FINRA reporting requirements
• FINRA Series 27 license
• Exposure to high-growth or data-driven environments
• Advanced financial modeling, analytical, and data interpretation skills; experience with Financial Planning and Analysis planning and BI/dashboard tools
• Demonstrated use of AI tools (e.g., LLMs and AI-enabled planning, BI and modeling tools) to automate processes and improve efficiency
• Ability to connect financial insights to business decisions, understand their financial impact, and balance that with business partner satisfaction
• Ability to make accurate, independent decisions based on data
• Excellent verbal and written communication skills
• Excellent organizational skills and ability to prioritize and multitask; proactive, detail-oriented, and results-oriented
• Curious and collaborative team player

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $140,000 - $210,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Flourish’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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