FP&A Manager
About The Position
Milestone is a fast-growing professional services firm providing outsourced accounting and HR services to small and mid-sized businesses. Headquartered in Carmel, Indiana, Milestone has a national footprint and describes its culture as collegial, supportive, collaborative, and committed to using best-in-class technology. Its remote-first model provides flexibility, with office space available for collaboration, team meetings, or a change of scenery. The FP&A Manager is a full-time, exempt, remote position in the FinOps department, with overnight travel to Carmel, Indiana, one to two times per year. The manager leads client engagements from planning through delivery, oversees team members, timelines, and budgets, and serves as a hands-on thought partner to clients and the Milestone CFO team. The role uses a modern technology stack that includes QuickBooks Online, Fathom, Liveflow, Karbon, Google Workspace, and Claude. The successful candidate will lead and develop team members, produce and review financial forecasts and reporting, support client financing strategies, and maintain engagement quality and operational standards. The role also includes evaluating appropriate and secure uses of AI to improve client and employee experiences and deliverable quality. Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment.
Requirements
- Bachelor's degree in Accounting or Finance.
- At least 6 years of FP&A or accounting experience, including leading engagements or teams.
- Excellent quantitative skills and strong experience in Excel and Google Sheets.
- Demonstrated project management skills, including scope, timeline, and budget management.
- Excellent written and verbal communication skills and strong attention to detail.
- Ability to lead in ambiguous, fast-changing environments and learn new software quickly.
- A dedicated remote workspace with a professional background and a strong, reliable internet connection.
Nice To Haves
- Experience supporting fundraising activity, including equity and debt raises.
- CPA, CFA, or MBA.
Responsibilities
- Lead client engagements from planning through delivery, developing project plans, managing timelines and scope, and quoting ad-hoc work.
- Manage, train, and mentor team members from Associate through Senior Analyst, ensuring quality work is delivered on time and within budget.
- Serve as a hands-on thought partner to clients, identifying metrics and levers that connect financial KPIs to operational goals.
- Partner with the Milestone CFO team to execute financing strategy, including equity and debt raises.
- Lead difficult conversations, manage client expectations, and support renewal scope-of-work discussions.
- Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets, creating standard templates as needed.
- Review financial models for logic, stress-test them, and refine them so clients can readily understand the results.
- Implement department-wide quality assurance standards and SOPs, standardize workpapers, and resolve high-stakes data discrepancies.
- Evaluate effective and secure uses of AI to improve client and employee experiences and the quality of deliverables.
- Maintain department operations through accurate timekeeping, budget and utilization tracking, task management, and billing updates.
Benefits
- Competitive compensation and benefits.
- Paid time away from work benefits.
- Flexible work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
