Senior Manager, Financial Planning & Analysis
Wealth.com
New York
Workplace: HybridFull timeUSD 180,000 - 210,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 4-6 yearsEducation: bachelorsSkills: ["Analytical thinking","Storytelling","Presentation","Influencing executives","Managing ambiguity"]Lead the company’s Financial Planning & Analysis (FP&A) function by turning financial and operational data into narrative, real-time strategy insights for leadership and the Board. Own the continuous rolling forecast and financial planning processes, build scalable financial models, and partner with Accounting to align models to close cycles. Use generative AI workflows (Claude and Gemini) to automate inputs, run scenario planning, and support Sales and Product with deep financial analysis.

