FP&A Manager

Milestone Business Solutions•Carmel, IN

7d•Remote

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, the company has a national footprint and describes its culture as collegial, supportive, collaborative, and fun-loving. It uses best-in-class technology and operates remote-first, with office space available for collaboration, meetings, or a change of scenery. The FP&A Manager is part of the FinOps department and leads client engagements from planning through delivery. The role manages team members, timelines, and budgets while acting as a hands-on thought partner to clients and the Milestone CFO team. This is a remote, full-time, exempt position with overnight travel to Carmel, Indiana, one to two times per year. The technology stack includes QuickBooks Online, Fathom, Liveflow, Karbon, Google Workspace, and Claude. Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment. The company is an equal opportunity employer committed to diversity and inclusion.

Requirements

Bachelor's degree in Accounting or Finance.
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 with strong attention to detail.
Proven ability to lead in ambiguous, fast-changing environments and to master 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, building project plans, managing timelines and scope, and quoting ad-hoc work as it arises.
Manage, train, and mentor team members from Associate through Senior Analyst, ensuring quality work is delivered on time and on budget.
Serve as a hands-on thought partner to clients, identifying key 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 where needed.
Review models for logic, stress-test them, and refine them so clients can easily digest the results.
Implement department-wide QA standards and SOPs, standardize workpapers, and resolve high-stakes data discrepancies.
Evaluate how to use AI effectively and securely to improve the client and employee experience and the quality of deliverables.
Keep the department running smoothly through accurate timekeeping, budget and utilization tracking, task management, and billing updates.