Finance & Accounting

Senior FP&A Manager

$150K/yr - $170K/yr + Bonus, Stock Options
Malvern, PA (On-site)
Full Time
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The Senior FP&A Manager will serve as a key strategic partner to the executive team in a high-powered individual contributor capacity, driving financial strategy that directly impacts the firm’s growth trajectory and market leadership position. This role transcends traditional FP&A functions—you’ll be architecting the financial infrastructure that enables our next phase of expansion while preserving our industry-leading efficiency metrics.

Key Responsibilities

  • Always On Forecasting & Modeling
  • Serve as the financial co-pilot to the CEO, CFO, and executive team, providing the analytical firepower behind consequential decisions
  • Design and implement a next-gen tech focused FP&A function that scales with our hypergrowth while maintaining efficiency
  • Build and optimize the 13 week rolling cash-flow model, advising the CFO on recommendations around revolver draws, debt paybacks, and managing the peaks and. valleys of cash seasonality Budgeting & Planning
  • Architect our annual operating plan
  • Drive the budgeting process down to departmental leaders to drive greater P&L accountability across the organization
  • Translate strategy into driver-based models that align resources to revenue
  • Directly influence capital allocation decisions through scenario modeling and investment prioritization frameworks Decision Support for Growth Bets
  • Build scenario and payback models for GTM and infrastructure investments
  • Guide the Exec Team and the Board in assessing the trade-offs between growth and EBITDA in the Rule-of-80 framework
  • Guide prioritization of infrastructure/non-revenue driving investments based on overall business impact M&A & Strategic Finance
  • Lead financial modeling, diligence support, and synergy tracking for aggressive acquisition strategy
  • Pressure test target business cases and integration roadmaps
  • Support the broader finance team in acquisition integration Executive & Board Storytelling
  • Distill complex findings into crisp narratives for weekly exec dashboards, monthly management reviews, and quarterly board packs
  • Surface pattern recognition insights that shape how the business evolves
  • Become the in-house guru on all existing and new KPIs

The Ideal Fit

  • You see the matrix. Pattern recognition is your superpower. Your spidey senses help identify where the anomaly is in a series of analyses.
  • You play Excel like Beethoven. You’re constantly dialing up nested INDEX/MATCH statements, dynamic arrays, Power Queries, and VBA automations.
  • You geek out on new tools. You have a deep curiosity of next-gen AI native tooling and are constantly trying to weed out the 10x unlocks from the hype.
  • You balance precision with speed. You know how and when to make the call between “good enough now” and “perfect next week”.
  • You think like an investor. Unit economics, growth drivers, and valuation levers are how you see the world.
  • You build organizational credibility rapidly. Your technical excellence and business acumen make you a trusted advisor to leaders throughout the organization.
  • You operate with high agency. You need minimal direction to deliver maximum output. You instinctively raise your hand for challenges

Experience & Qualifications

  • 7+ years in FP&A, strategic finance, investment banking, or PE-backed operating roles.
  • Exceptional mastery of Excel.
  • End-to-end ownership of budgeting, forecasting, and three-statement modeling for a high-growth, multi-entity business.
  • Hands on M&A exposure is a bonus
  • Knowledge of how to effectively integrate AI tools/applications into financial workflows
  • Experience integrating data from disparate sources to drive actionable financial and operational metrics and translating those metrics to operational leaders and investors
  • Strong attention to detail and an ability to manage multiple priorities in a fast growing environment

The Opportunity

We are scaling rapidly, with a business model that blends the predictability of SaaS, the margin profile of a software platform, and the global leverage of a managed services powerhouse. This has resulted in growth from 10 people in 2017 to 1,000+ in 2025 and has garnered private equity investment from Recognize Partners (2023) and Insight Partners (2025).

The Director of FP&A will enjoy:

  • An opportunity to directly influence the financial strategy of one of the fastest growing players in a massive TAM market
  • Exceptional visibility with two world-class private equity sponsors
  • Exposure to all aspects of scaling a PE-backed category creator towards a future liquidity event
  • Buy side and sell side M&A exposure
  • Direct mentorship from the CFO with regular exposure to the Board
  • A well-rounded strategic finance experience that will result in CFO-readiness at exit
  • Culture that rewards intellectual curiosity, innovation and impact
  • Competitive compensation structure, including participation in the company’s
  • Management Incentive Unit program