At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.
While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About the Role
The FP&A Manager – Corporate at Beyond will be part of the corporate FP&A team and provide modeling support for financial and operational forecasts, strategic planning, business analysis and annual budgeting. This individual will also play a hands-on role in developing and implementing financial modeling 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
- Own, maintain and improve the framework of the operating, forecast, and scenario based financial models
- Build financial models in Excel based on historical financial and operating data
- Ensure model accuracy while enhancing model quality
- Recommend and implement model process improvement measures
- Conduct scenario analysis based on strategic business decisions to access profitability and financial business risks
- Analyze and identify data required to support financial models; operational and financial records
- Facilitate the process for accurate and complete updates of financial models each reporting period in accordance with GAAP reporting standards
- Partner with the business and FP&A Operations to handle regular monthly & quarterly assumption driver updates
- Own financial reporting
- Maintain operating model Cash basis P&L, Cash EBITDA projections and Cash balances
- Need something about maintaining long term and high level cash projections through Cash Basis P&L and Cash EBITDA projections
- Perform monthly variance analysis against financial models and action findings within financial forecasts or in partnership with Accounting department
- Assist in the preparation of the Annual Operating Plan and Lender Budgets
- Provide financial and strategic support to senior management and the owners, including preparing investor presentations, financial presentations, and other projects.
- Review Accounting published financials for Lenders for accuracy
- Meet with division leads to discuss monthly variances and any organizational changes that may affect financials.
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 and demonstrated integrity
- Ability to work effectively under tight time constraints, and multi-task on various projects.
- Self-motivated and managed, exceptional follow-through
- Strong understanding of accounting standards (U.S. GAAP) a plus
- Desire to learn the operations and strategy, and ability to question the status quo.
Required Education and Experience
- Bachelor’s or master’s degree in accounting, finance or other related major
- 4-5 years of experience in FP&A, Public Accounting, Corporate Accounting and Corporate Finance
- +2 years of experience in FP&A building and maintaining complex financial models and managing team
- Excellent Excel and data skills
- Experience working in Claude, Gemini or other AI platform
- Experience working for a PE-backed firm a plus
- Experience with structured ERP systems (NetSuite, etc.) a plus.
- Understanding of, and ability to build, projection curves
#LI-AW1
The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
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 HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.
Skills Required
- Bachelor's or master's degree in accounting, finance or related major
- 4-5 years of experience in FP&A, Public Accounting, Corporate Accounting or Corporate Finance
- 2+ years of experience in FP&A building and maintaining complex financial models and managing a team
- Excellent Excel and data skills
- Experience working in Claude, Gemini or other AI platform
- Understanding of, and ability to build, projection curves
- Strong verbal, quantitative, and written communication skills
- High standards of accuracy and precision; strong attention to detail and organization; integrity
- Ability to work effectively under tight time constraints and multi-task
- Self-motivated with exceptional follow-through
- Strong understanding of accounting standards (U.S. GAAP)
- Experience working for a PE-backed firm
- Experience with structured ERP systems (NetSuite, etc.)
What the Team is Saying
What We Do
Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer. But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a healthy work-life balance, and continued support.
Why Work With Us
Our people make a real impact — on our organization as a whole, but also on the lives of thousands of Americans. Beyond Finance offers you the chance to have your voice heard, help people, and grow in a collaborative, uplifting environment.
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Beyond Finance Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Beyond Finance operates on a hybrid model. Employees work onsite 2–4 days per week, depending on specific team requirements. We believe working together in person drives better communication, collaboration, and results.
