FP&A Manager

As FP&A Manager in our FinOps department, you'll lead client engagements from planning through delivery, managing team members, timelines, and budgets while serving as a hands-on thought partner to our clients and the Milestone CFO team. This is a full-time, exempt role.

You'll work in a modern tech stack that includes QuickBooks Online, Fathom, Liveflow, Karbon, Google Workspace, and Claude.

Responsibilities:

Lead client engagements from planning through delivery, building project plans, managing timelines and scope, and quoting ad-hoc work as it arises

Manage, train, and mentor team members from Associate through Senior Analyst, ensuring quality work product delivered on time and on budget

Serve as a hands-on thought partner to clients, identifying the key metrics and levers that connect financial KPIs to operational goals

Partner with the Milestone CFO team to execute financing strategy, including equity and debt raises

Lead difficult conversations, manage client expectations, and support renewal scope-of-work discussions

Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets, creating new standard templates where needed

Review models for logic, stress-test them, and refine them so clients can easily digest the results

Implement department-wide QA standards and SOPs, standardize workpapers, and resolve high-stakes data discrepancies

Evaluate how to use AI effectively and securely to improve the client and employee experience and the quality of our deliverables

Keep the department running smoothly through accurate timekeeping, budget and utilization tracking, task management, and billing updates

Qualifications:

Bachelor's degree in Accounting or Finance

6+ years of FP&A or accounting experience, including leading engagements or teams

Excellent quantitative skills and strong experience in Excel and Google Sheets

Demonstrated project management skills, including scope, timeline, and budget management

Excellent written and verbal communication skills with strong attention to detail

Proven ability to lead in ambiguous, fast-changing environments and to master new software quickly

Experience supporting fundraising activity, including equity and debt raises (preferred)

CPA, CFA, or MBA (a plus)

A dedicated remote workspace with a professional background and a strong, reliable internet connection

Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment. Milestone is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

To learn more about Milestone, visit our website at www.milestone.inc .