FP&A Manager

<div class="content-intro"><h2><strong>About Betterment</strong></h2> <p><a href="http://www.betterment.com/">Betterment</a> is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, <strong>to empower people to build wealth with confidence and ease</strong>. We’re headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office).</p></div><h2> </h2> <h2><strong>About the role</strong></h2> <p>The Financial Planning and Analysis (FPA) team is responsible for facilitating corporate-level decision-making at Betterment, guiding company-wide financial planning, and scaling new and existing financial processes. They maintain the company’s operating model, provide forward-looking analysis across the organization to support business outcomes, and analyze capital allocation decisions. This role will report into the Director of FPA and join a tight-knit team that is an integral part of the organization. This group is a trusted advisor to business leaders to plan and project for the future but nimble when it comes to the conditions changing. </p> <p>This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in-office attendance Monday through Thursday, weekly. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. </p> <ul> <li>New York City: $130,000 - $150,000</li> </ul> <p>We offer a competitive equity package, health, dental and vision benefits, life and ADD, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus.</p> <h2> </h2> <h2><strong>A day in the life</strong></h2> <ul> <li>Build and own complex models, leading forecasting, budgeting, and long-range planning</li> <li>Assist in our financial planning processes as the key FPA partner to our People, Finance, and Legal teams</li> <li>Lead key strategic projects utilizing your expertise in financial modeling and comprehension to provide insights, recommendations, and projections to senior management</li> <li>Own unit economics models and serve as subject matter expert in conversations with business partners</li> <li>Work cross functionally to understand and communicate results against plan, including monthly, quarterly, and annual reporting</li> <li>Prepare materials for senior leadership, investor relations, and our Board to help bring an understanding of performance to all partners</li> </ul> <h2> </h2> <h2><strong>What we’re looking for</strong></h2> <ul> <li>Industry experience with budgeting / planning, financial modeling, and decision analytics (e.g. FPA, corporate finance, investment banking, private equity)</li> <li>Experience owning a standalone/line of business revenue model and serving as a business partner to cross-functional and senior business partners</li> <li>Experience in building insights from scratch including sourcing, transforming, and presenting complex financial data</li> <li>A history of collaboration having worked across a wider team to develop insights and reports</li> <li>Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools </li> <li>A knack for taking raw data, analyzing, drawing conclusions, and developing actionable recommendations</li> <li>Undergraduate degree in finance / economics / accounting / mathematics preferred.</li> <li>Experience in working with Netsuite, SQL, Salesforce, or ... (truncated, view full listing at source)