Finance Manager

Wagmo • New York, NY

15d • $130,000 - $150,000 • Hybrid

About The Position

As the Finance Manager at Wagmo, you will play a critical role in building the financial rigor, operating visibility, and strategic insights needed to support Wagmo’s next stage of growth. This role is ideal for a hands-on, analytically strong finance leader who can move seamlessly between detailed financial modeling, cross-functional business partnership, executive reporting, and strategic decision support. You will own core financial planning and analysis processes, including budgeting, forecasting, consolidated financial modeling, budget vs. actuals management, cash forecasting, pricing analysis, and sales performance insights. You will also help modernize Wagmo’s finance function by developing and applying AI-enabled workflows that create reporting efficiencies and surface more actionable business insights.
This is a highly cross-functional role partnering closely with leadership across Sales & Marketing, Customer Success, Customer Operations, and Product & Engineering. The ideal candidate brings strong financial judgment, operational discipline, curiosity, and the ability to translate complex financial information into clear recommendations that drive better business decisions.
Location: This is a hybrid role based in NYC; candidates must be willing and able to work in-office three days per week.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field preferred; MBA, CFA, CPA, or equivalent experience is a plus.
• 6+ years experience in FP&A, strategic finance, corporate finance, accounting, investment banking, consulting, or a similarly analytical finance role. Experience within a high-growth startup, SaaS, technology, insurtech, fintech, healthcare, or B2B business is preferred.
• Strong financial modeling skills, including experience building and maintaining consolidated operating models, forecasts, scenario analyses, and cash flow projections. High proficiency with Excel or Google Sheets, financial planning tools, BI/reporting systems, and comfort learning or implementing AI-enabled finance workflows.
• Strong analytical judgment and business intuition, with the ability to move beyond reporting what happened to explaining why it happened and what the business should do next. Strong understanding of pricing strategy, unit economics, margin analysis, and customer/account-level profitability.
• Excellent communication skills, including the ability to present financial insights clearly to both finance and non-finance stakeholders. Demonstrated ability to partner with cross-functional leaders to manage budgets, interpret financial performance, and influence better business decisions.
• High ownership, attention to detail, and a bias toward action, with the ability to balance strategic thinking and hands-on execution. Comfort working with ambiguity and building processes from the ground up in a fast-paced, resource-conscious environment.

Nice To Haves

• MBA, CFA, CPA, or equivalent experience is a plus.
• Experience within a high-growth startup, SaaS, technology, insurtech, fintech, healthcare, or B2B business is preferred.

Responsibilities

• Own Wagmo’s consolidated financial model and forecasting process, driving improved accuracy and maintaining forecast variance within 10%.
• Create timely, actionable budget vs. actuals reporting in partnership with department leads to support active P&L management, resource allocation, and financial accountability across the business.
• Prepare financial reporting and analysis for senior leadership, highlighting key trends, risks, opportunities, and recommended actions. Build scalable FP&A processes, reporting cadences, dashboards, and operating rhythms that improve decision-making as Wagmo grows.
• Develop Wagmo’s AI strategy for Finance and apply AI-enabled tools or workflows in at least 50% of reporting processes to improve efficiency, reduce manual work, and identify more actionable insights.
• Partner with RevOps and the VP of Sales to increase confidence in sales forecasting, improve pipeline visibility, and identify opportunities to drive stronger sales productivity.
• Actively manage cash positioning and cash forecasting to support effective utilization of Wagmo’s capital and ensure leadership has clear visibility into runway, liquidity, and investment tradeoffs.
• Support strategic projects, including fundraising preparation, board materials, investor reporting, unit economics analysis, headcount planning, and business case development.
• Own Wagmo’s pricing strategy in partnership with Product, including financial analysis, pricing recommendations, and scenario modeling to support growth, retention, and profitability.
• Manage client renewal pricing in partnership with Customer Success, ensuring pricing decisions support Wagmo’s retention goals while improving margin and long-term account value.

Benefits

• Comprehensive health, vision, and dental coverage
• HSA/FSA
• 401(k) retirement planning with employer matching
• Unlimited paid time off
• Annual company holidays
• Additional company-wide recharge days off
• 12 weeks parental leave for eligible employees
• Company paid Wagmo pet wellness and insurance plans
• Annual fully-paid company-wide retreat + monthly team all hands + regular team gatherings
• Pet-friendly office
• Catered lunches

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level