FP&A Manager

The posting, as Advisor360 wrote it

Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction.

With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand.

Join us at a pivotal moment: we're a team of builders and innovators rearchitecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.

Advisor360° is seeking a strategic, analytical, and hands-on Financial Planning & Analysis (FP&A) Manager, to drive financial planning, forecasting, reporting, and high-impact financial initiatives across the organization.
Reporting to the Controller, this role will serve as a senior individual contributor responsible for managing complex financial projects, improving planning processes, and delivering actionable insights that inform business decisions.
You will partner closely with leaders across Finance, Sales, Product, Engineering, HR, and other functions to evaluate business performance, support strategic initiatives, and strengthen financial visibility.
The ideal candidate brings deep financial modeling expertise, strong project management capabilities, and a technology-forward mindset. You are comfortable taking ownership of initiatives from concept through execution, influencing stakeholders, and leveraging automation and AI to build more efficient and scalable financial processes.

Here’s What You’ll Do

• Financial Planning, Budgeting & Forecasting
• Drive key components of the annual operating plan and budgeting process, coordinating timelines, deliverables, and inputs across business functions.
• Develop and maintain rolling financial forecasts covering revenue, bookings, operating expenses, headcount, and cash flow.
• Manage monthly budget-versus-actual analysis, investigate material variances, and provide actionable insights to Finance leadership and business partners.
• Partner with HR and functional leaders on headcount planning, compensation forecasting, and workforce scenario analysis.
• Identify and implement improvements to financial planning processes, forecasting methodologies, and reporting accuracy.
• Strategic Financial Modeling & Analysis
• Develop and maintain complex financial models to evaluate enterprise deals, multi-year renewals, pricing strategies, and investment opportunities.
• Lead financial analysis projects supporting cost optimization, resource allocation, and long-term business planning.
• Conduct scenario and sensitivity analys

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states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA.. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.
Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.