Senior Manager, Financial Planning - Analysis

Wealth.com is a leading AI Wealth Management platform focused on estate and tax planning, empowering financial advisors with advanced technology and human expertise. Role Overview Senior Manager, Financial Planning & Analysis (FP&A) reporting to the Chief Financial Officer. Responsible for transforming raw financial and operational data into narrative-driven strategy, dissecting issues affecting key growth initiatives, and partnering with leadership to deliver real‑time, data‑driven insights. Hybrid role with a minimum of three days per week in the NYC office. What You'll Do Design, implement, and manage the company’s continuous rolling forecast and financial planning processes. Champion modern AI workflows (Claude and Gemini) to automate manual inputs, streamline coding scripts for data manipulation, and run real‑time scenario planning. Build sophisticated, scalable financial models from scratch to support business development, pricing strategies, and core corporate initiatives. Synthesize complex financial results into clear, narrative-driven insights and presentations for leadership and the Board of Directors. Collaborate with functional departments to aggregate financial and operational data, map trends, and identify optimization opportunities. Partner with Accounting to streamline monthly, quarterly, and year‑end close cycles, ensuring tight integration between models and system results. Manage key inputs for the company’s operating model. Support Sales and Product teams through deep financial analysis. Prepare reports for the leadership team. Assist Accounting with monthly, quarterly, and year‑end closings of books and records. What You'll Bring Bachelor’s degree in Accounting, Finance, Economics, or a quantitative field (e.g., Data Science). 4‑6 years of progressive experience, ideally in investment banking or management consulting, with recent FP&A experience in a technology start‑up. Strong analytical skills with advanced MS Excel and PowerPoint proficiency. Exceptional presentation and storytelling abilities. Ability to thrive as an individual contributor, owning the full workflow from data extraction to executive synthesis. High tolerance for ambiguity and capacity to manage changing priorities dynamically. Curiosity and comfort integrating generative AI tools (Claude and Gemini) into daily workflows. Proven ability to confidently influence senior executive decision‑making. Nice to Have Familiarity with data visualization platforms such as Omni, Tableau, or Looker. Benefits & Perks Hybrid work arrangement in New York City (minimum 3 days per week). Excellent medical, dental, and vision insurance with low‑cost premiums. 100% company‑paid basic life insurance, short‑term and long‑term disability insurance. 100% paid parental leave upon eligibility. Equity via Carta. 401(k) with match and 100% vesting upon hire. Flexible PTO, with holidays and birthday leave supported. Free estate planning for life. Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. If you have a disability or special need that requires accommodation, please let us know. #J-18808-Ljbffr Wealth.com