Manager of Financial Planning & Analysis

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Beyond Finance is a next generation financial services company. Our goal is to provide financial peace of mind to our clients by giving them simple and transparent financial products that are customized to their individual circumstances.

We're in constant pursuit of new collaborators that will help us get to the next level. Our workforce includes celebrated, diverse talents working towards the common objective of developing something transformational for the debt relief industry.

Our team spirit and culture are what set us apart as a company. We love what we do, and we have fun doing it.

The Manager of FP&A at Beyond will be part of the corporate FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning.  The Manager of FP&A will also play a “hands-on” role in developing and implementing financial planning processes and tools.

The FP&A team works cross-functionally with other teams within the organization to consolidate financial information and develop projections and analyses.  Our team works in a fast-paced, collaborative and demanding environment and we are looking for a self-motivated candidate who has a “no excuses / get the job done” mentality. 

The ideal candidate will be highly analytical and skilled at communicating complex financial concepts to, and developing working relationships with, Executive Leadership and all levels, functions, and operations of the company.

WHAT YOU'LL DO

  • Helps lead the preparation of monthly financial reports and variance analysis against budget and prior periods
  • Assists in leading the annual budget and forecasting process for all functional areas including relevant analysis and documentation of major variances.
  • Maintain, enhance, and design the FP&A reporting tool (Adaptive Insights) as well as build out reports in Adaptive for ad-hoc analysis
  • Identifies, recommends enhancements and helps implement changes with respect to content, process, and controls
  • Provides financial and strategic support to senior management and the owners, including preparing investor presentations, financial presentations, and other projects.
  • Meet with division leads to discuss monthly variances to budget and any organizational changes that may affect financials
  • Assists in leading & creating partnerships with Accounting and HR staff to report monthly expenses and headcount across the firm’s divisions
  • Manages analyst(s) on FP&A team to meet deadlines and provide superior service to business unit leaders
  • Proactively looks for ways to improve the accuracy and speed of the current forecasting process for both revenue and expenses
  • Other duties assigned to ensure the proper functions of the team & meet business needs as identified 

WHAT WE LOOK FOR

  • High potential individual, able to rise within the finance organization
  • Excellent analytical and problem-solving skills
  • Strong verbal, quantitative, and written communication skills required
  • High standards of accuracy and precision; strong attention to detail; highly organized
  • Ability to work effectively under tight time constraints, and multi-task on various projects
  • Familiar with, or can quickly become familiar with, the company’s operations and strategy

REQUIRED EDUCATION AND EXPERIENCE

  • Bachelor’s degree in Economics, Accounting, or Finance, Master’s degree a plus
  • 5-7 years of experience in FP&A, preferably with some of that time as a manager
  • Strong Excel and PowerPoint skills
  • 3-Statement Financial Model experience is a strong plus
  • Experience working for a PE-backed firm a plus
  • Experience with structured ERP systems (Adaptive, NetSuite, etc.) a plus
  • Knowledge of reporting in Looker and SQL/database structures a plus
  • Very comfortable working in a fast-paced/growing company/evolving environment 
  • A strong sense of urgency and strong determination to see something through to completion

Why join us? 

We are looking for great people to join a fast-paced, growing, and innovative business. For eligible fulltime employees, we offer:

  • Considerable employer contributions for health, dental and vision programs  
  • Generous personal time-off 
  • 401(K) match
  • Merit advancement opportunities 
  • Career development & training 

More importantly, our team spirit and culture are what really sets us apart as a company. We’re a world-class company that loves what we do…and we have fun doing it!

Under the California Consumer Privacy Act (“CCPA”), Beyond Finance is informing California residents who are our job applicants, contractors or prospective employees (together “job applicants”) about the categories of personal information we collect about you and the purposes for which we will use this information. This notice and our Privacy Policy contain important information relating to the CCPA and apply only to personal information that is subject to the CCPA. Please see our website for the full CCPA statement.

*Beyond Finance is an equal opportunity Employer*

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions.  No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance Finance and HR teams.  No placement fee will be paid to any third party unless such a request has been made by the Beyond Finance HR team.

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • ApexLanguages
    • jQueryLibraries
    • Twitter BootstrapLibraries
    • Ruby on RailsFrameworks
    • Microsoft SQL ServerDatabases
    • PostgreSQLDatabases
    • RedshiftDatabases
    • LookerDatabases
    • Google AnalyticsAnalytics
    • LookerAnalytics
    • TableauAnalytics
    • Heap AnalyticsAnalytics
    • Google OptimizeAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • Adobe Creative CloudDesign
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • JIRAManagement
    • Monday.comManagement
    • TrelloManagement
    • WordpressCMS
    • SalesforceCRM
    • VelocifyCRM
    • MaropostEmail
    • Google AdsLead Gen
    • Bing AdsLead Gen
    • Facebook AdsLead Gen
    • DisplayLead Gen
    • SlackCollaboration
    • Monday.comProject Management
    • TrelloProject Management

An Insider's view of Beyond Finance

How would you describe the company’s work-life balance?

Everyone at Beyond is hard-working, smart, and gets the job done. Because of that, there's a lot of trust when it comes to taking the time off we need. Leadership offers a generous PTO plan to support wellness and growth outside of work, and everyone encourages each other's non-work hobbies and interests through Slack channels and coffee chats!

Abby

Senior Director of Analytics

What does your typical day look like?

I love working at Beyond Finance as I get to have flexibility in my schedule. I work with some of the most talented people in Chicago, which drives me to produce high quality of work and results. It's great to work with a team that listens to an idea and gives constructive feedback on it.

Shyam

Lead SDET

How does the company support your career growth?

I'm always encouraged to take on new and progressively more challenging projects. In my time at Beyond Finance, I have found that the leadership team is not only genuinely interested in my career goals, but that they actively seek to support them.

Andrea

Software Engineer

How do you empower your team to be more creative?

Everyone has total ownership over their work and ultimately has to decide the best way to accomplish their objectives. I encourage my team to use all the resources they have available to them - internally and externally - to reach the best end state.

Susan

SVP Marketing and Analytics

How does your team reward individual success?

One of the things that I really appreciate about Beyond is that as I've had the chance to succeed in different roles, the team continues to challenge me in different ways. I think that as a result, I've been rewarded with the opportunity to work on increasingly harder problems, while also being given more ownership over the direction of my work.

Andrew

Senior Manager, Strategy & Analytics

What are Beyond Finance Perks + Benefits

Beyond Finance Benefits Overview

Beyond Finance offers competitive compensation, paid medical insurance and a 401k match.

Culture
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Hybrid work model
In-person all-hands meetings
Employee awards
Flexible work schedule
Beyond provides employees with a flexible work schedule that includes flexible start and end times.
Remote work program
In an effort to keep our employees safe during the current health crisis, our Chicago team is currently working remotely.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Employees are eligible for medical, dental and vision on the first of the month after 30 days of employment.
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
We provide up to 3 weeks of paid parental leave to employees who give birth to a child, committed partners of someone who gave birth, and parents who adopt, foster or become parents through surrogacy.
Family medical leave
Vacation & Time Off Benefits
Generous PTO
Paid holidays
Flexible time off
Floating holidays
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Beyond Finance keeps a stocked kitchen full of snacks, tea and coffee.
Some meals provided
Company-sponsored happy hours
Onsite office parking
Relocation assistance
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within

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