FP&A Strategic Manager

Ethos Risk Services•Charlotte, NC

11d•Remote

About The Position

Ethos Risk Services is seeking a full-time FP&A Strategic Manager to lead budgeting, forecasting, financial modeling, and management reporting. The role supports financial performance, business growth, and strategic decision-making across the organization. The manager will apply financial modeling, business intelligence, AI, and automation tools to turn complex data into actionable insights, build scalable financial processes, and provide leadership with visibility into business performance. This is a 100% remote, U.S.-based position with close collaboration with the leadership team. The ideal candidate is in the EST time zone. Occasional travel may be required for quarterly or annual leadership meetings and company events. Candidates must be authorized to work in the United States and must not require current or future employment sponsorship.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field.
At least 5 years of experience in FP&A, strategic finance, investment banking, consulting, business intelligence, or a related field.
Strong background in budgeting, forecasting, financial modeling, variance analysis, and reporting.
Advanced Excel skills, including Power Query and large data set analysis.
Experience building driver-based forecasts and scalable reporting processes.
Strong analytical, problem-solving, and communication skills, including the ability to influence senior leadership.
Authorization to work in the United States without requiring current or future employment sponsorship.

Nice To Haves

Experience with Power BI, Tableau, SQL, or similar analytics tools.
Experience with AI-enabled tools, automation, and M&A analysis.
Experience in insurance, healthcare, claims management, or related service industries.
EST time zone location.

Responsibilities

Lead the annual budgeting process across departments, aligning budgets with organizational goals and strategic priorities.
Own monthly and quarterly forecasts for revenue, expenses, margins, cash flow, and key operating metrics.
Develop and maintain driver-based forecasts by service line, customer, volume, pricing, and operational performance.
Build financial models to evaluate growth opportunities, pricing strategies, staffing needs, investments, and margin improvement initiatives.
Support acquisition opportunities through financial modeling, due diligence, synergy analysis, and integration planning.
Develop financial reporting packages, KPI dashboards, and performance scorecards for leadership.
Analyze financial and operational trends, identify risks and opportunities, and provide actionable recommendations.
Analyze and consolidate data from accounting, billing, CRM, and operational systems to identify business insights.
Use Excel, Power Query, business intelligence platforms, and AI-enabled tools to automate reporting, enhance forecasting, and improve operational efficiency.
Establish reporting standards, model documentation, and scalable financial processes.
Partner with department leaders to strengthen financial accountability, improve forecasting accuracy, and support data-informed decisions.