FP&A Manager

. Lead client engagements from planning through delivery .

Posted 10/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

Key responsibilities & impact

Lead client engagements from planning through delivery
Build project plans, manage timelines and scope, and quote ad-hoc work
Manage, train, and mentor team members from Associate through Senior Analyst
Ensure quality work is delivered on time and on budget
Serve as a hands-on thought partner to clients
Identify key metrics and levers connecting financial KPIs to operational goals
Partner with the Milestone CFO team on financing strategy, including equity and debt raises
Lead difficult conversations and manage client expectations
Support renewal scope-of-work discussions
Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets
Create new standard templates as needed
Review and stress-test models and refine results for client understanding
Implement department-wide QA standards and SOPs
Standardize workpapers and resolve high-stakes data discrepancies
Evaluate effective and secure uses of AI to improve client and employee experience and deliverable quality
Maintain accurate timekeeping, budget and utilization tracking, task management, and billing updates

What you’ll need

Bachelor's degree in Accounting or Finance
6+ years of FP&A or accounting experience, including leading engagements or teams
Excellent quantitative skills
Strong experience in Excel and Google Sheets
Demonstrated project management skills, including scope, timeline, and budget management
Excellent written and verbal communication skills with strong attention to detail
Ability to lead in ambiguous, fast-changing environments
Ability to master new software quickly
Experience supporting fundraising activity, including equity and debt raises (preferred)
CPA, CFA, or MBA (a plus)
Dedicated remote workspace with a professional background
Strong, reliable internet connection

Comp & perks