Apex Fintech Solutions-posted 2 months ago
$130,400 - $163,000/Yr
Full-time • Mid Level
Hybrid • New York City, NY
Professional, Scientific, and Technical Services

Apex Fintech Solutions, a leading and forward-thinking company in the fintech industry, is seeking a business partner to provide strategic financial oversight and direction to our dynamic and fast-paced technology organization, which embodies a significant portion of both the company's expenses and talent. Reporting directly to the Head of FP&A, the Senior Manager, FP&A (Technology) will focus on serving as the lead FP&A business partner for the technology organization. This role will partner closely with technology leaders to provide strategic financial guidance, support decision-making through data-driven analyses, and drive financial planning and analysis processes to align with the company's growth objectives and technology investments. The ideal candidate will possess a strong knowledge of technology sector finance dynamics along with a deep understanding of financial planning, budget management, and strategic analysis. Key responsibilities include advancing cost management activities, implementing efficiencies in the budgeting and forecasting cycles, streamlining monthly reporting cycles and automation of processes and reporting.

  • Trusted financial advisor to the technology leadership team, facilitating strategic decisions through financial expertise and data-driven recommendations
  • Develop comprehensive financial plans, budgets, and monthly forecasts for the technology organization, aligning with the company's strategic goals and performance targets
  • Conduct detailed financial analysis and deliver system-based, automated reporting that provides actionable insights into the technology organization's performance
  • Collaborate with team members and business leaders to prepare monthly and quarterly reporting packages that drive business decisions
  • Actively partner with technology and accounting to ensure software capitalization is properly planned, tracked and reported
  • Lead headcount planning, monitoring and reporting for the technology organization
  • Identify trends and key drivers of budget variances, including tracking and explaining monthly key performance indicators (KPIs)
  • Partner with technology and other areas within Finance to develop and implementation of internal cost allocation methodologies and reporting
  • Evaluate and improve processes by leveraging both new and existing technology solutions to advance operational efficiencies
  • Lead departmental projects and initiatives and participate in firmwide initiatives
  • Enhance vendor reporting capabilities with a focus on automation and increased cost transparency
  • Actively cross-train to provide back-up coverage for team members
  • Continuously improve and automate financial management processes and analytical tools needed to deliver reporting and budgeting
  • Bachelor of Science degree Accounting, Finance or related field
  • 8+ years of professional experience, including 2+ years in a leadership role, preferably in an FP&A capacity or similar role for a financial services or technology firm
  • Proven expertise in finance management within the technology sector, including understanding the unique financial dynamics and challenges
  • Advanced knowledge of financial software, databases, visualization tools, business intelligence and Excel, with the ability to adapt to new technologies
  • Demonstrated ability to contribute to strategic planning and decision-making at the executive level
  • Strong analytical and problem-solving skills with the ability to interpret complex financial data and translate it into actionable strategies
  • Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task
  • The ability to work independently as well as in a team environment
  • Exceptional communication skills (verbal and written) and the ability to communicate financial information effectively to non-finance stakeholders
  • The ability to work with numerous and conflicting deadlines with speed and accuracy
  • Desire to take ownership of projects and ideas
  • NetSuite and NetSuite Planning & Budgeting system experience a plus
  • Financial modelling skills within Excel
  • Public accounting background a plus
  • MBA or related advanced degree
  • Professional certifications such as Certified Public Accountant (CPA) are highly desirable
  • Healthcare benefits (medical, dental and vision, EAP)
  • Competitive PTO
  • 401k match
  • Parental leave
  • HSA contribution match
  • Paid subscription to the Calm app
  • Generous external learning and tuition reimbursement benefits
  • Hybrid work schedule allowing flexibility of working from home and one of our primary offices
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