FP&A Manager
Description
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
About You
You are a highly strategic, data-obsessed, and analytical professional who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify opportunities, and drive insights with minimal guidance. You excel at synthesizing complex information and communicating insights clearly. You have run budgeting and forecasting processes before, can own them independently, and actively use AI tools to work smarter and faster.
You partner effectively with cross-functional stakeholders and contribute to data-driven decision-making. You will have direct access to the CEO, CFO, and CRO, among other leaders, and can collaborate effectively with them. You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of shaping its growth.
About the Role
Flourish is transitioning to a standalone, PE-backed organization. As an Financial Planning and Analysis Manager, you will report directly to the CFO and own financial planning and analysis, supporting strategic decision-making during a critical stage of growth and product evolution.
You’ll partner closely with finance leadership and cross-functional teams to deliver insights that drive performance and long-term value creation. This is a hands-on role for an experienced Financial Planning and Analysis Manager professional who can own the planning process from day one.
Principal Responsibilities
- Build and maintain the company’s integrated financial model and forward-looking forecasts
- Lead the annual budget, forecasting, and reforecasting processes, including monthly budget-vs-actual variance analysis
- Prepare board, investor, and leadership reporting packages
- Partner with business teams on performance analysis and support go-to-market and product analytics
- Partner with our PE sponsor on reporting and ad hoc analysis needs
- Partner with the Controller to ensure forecasts and management reporting tie to the accounting records
- Develop dashboards and business intelligence reporting
- Use AI tools to automate reporting, modeling, and analysis, and continually improve Financial Planning and Analysis efficiency
- Provide ad hoc analysis for strategic initiatives
Minimum Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred
- 5+ years of relevant experience, including at least 3 years in a hands-on Financial Planning and Analysis role owning budgeting, forecasting, and modeling
- Financial services, fintech, or PE-backed environment experience strongly preferred
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
Preferred Qualifications
- Banking, PE, or consulting experience, ideally combined with in-house Financial Planning and Analysis experience
- Understanding of financial services business models (e.g., broker-dealer, lending, insurance) and FINRA reporting requirements
- FINRA Series 27 license
- Exposure to high-growth or data-driven environments
- Advanced financial modeling, analytical, and data interpretation skills; experience with Financial Planning and Analysis planning and BI/dashboard tools
- Demonstrated use of AI tools (e.g., LLMs and AI-enabled planning, BI and modeling tools) to automate processes and improve efficiency
- Ability to connect financial insights to business decisions, understand their financial impact, and balance that with business partner satisfaction
- Ability to make accurate, independent decisions based on data
- Excellent verbal and written communication skills
- Excellent organizational skills and ability to prioritize and multitask; proactive, detail-oriented, and results-oriented
- Curious and collaborative team player
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $140,000 - $210,000 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Skills
As published by greenhouse · 22 questions
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter
Short answers (4)
- LinkedIn Profile optional
- Website optional
- 5. (a) If you answered YES to the previous question, please list your family members employed by Massachusetts Mutual Life Insurance Company or affiliates and your relation to them. optional
- 6. (a) If you answered YES to the previous question, please give details (including dates, locations, etc) below: optional
Pick from a list (18)
- 1. Are you legally authorized to work in the United States?
- 2. Are you currently authorized to work in the United States without requiring sponsorship (for example, H-1B, TN, employer based permanent residency), either now or in the future?
- 3. Are you at least 18 years of age?
- 4. Were you employed by a third party providing services to MassMutual in the past 5 years? (incorrect information may affect your benefit eligibility)
- 5. The Company's anti-nepotism policy restricts the hiring of family members of an employee in certain situations. For purposes of the anti-nepotism policy, family members are defined to mean: (a) Your current or former spouse, civil union partner/recognized domestic partner, parents, siblings, children, stepchildren, halfsiblings, grandparents, grandchildren, stepparents and stepsiblings; (b) children-in-law, parents-in-law, siblings-in-law; (c) your parent's sibling's children, parent's siblings or first cousins, if they reside with you; and (d) any unrelated person who you both reside with and are in a relationship with. Do you have any family members employed by Massachusetts Mutual life Insurance Company or any affiliates, including any of the following affiliates? MassMutual International LLC, The MassMutual Trust Company, FSB, MassMutual Global Business Services India LLP, MassMutual Global Business Services Romania SRL, Haven Tech (HITPS), Great American (Glidepath), Barings, Flourish
- 6. Do not disclose erased or expunged convictions. The federal Violent Crime Control and Law Enforcement Act prohibits insurance companies from employing certain convicted felons in the business of insurance, regardless of when the conviction occurred. Have you ever been convicted of a felony involving dishonesty or breach of trust? California applicants only: 'crime' excludes any conviction more than 2 years old for a marijuana-related offense.
- 7. By clicking submit, you attest that your application is accurate and complete.
- 8. Receipt of this application does not mean or imply that I will be employed.
- 9. The statements and information furnished by me to the Company, whether in this form or otherwise, are true and complete. I may be refused hire or discharged if at any time the Company discovers any falsification, omission or misrepresentation of fact by me.
- 10. I confirm I am not restricted by any restrictive covenant, non-solicitation provision or agreement not to compete which would impact my being employed or performing duties for the Company.
- 11. I understand that I may be required to sign an inventions and intellectual property, non-solicitation, confidentiality, code of ethics and/or business ethics agreement, as a condition of employment. I understand that if I am engaging in the Company's business I will be required to make and keep accurate regulatory and criminal disclosure information as a condition of employment.
- 12. I understand that employment with the Company is at will, for no fixed period of time. If hired, I will be free to resign at any time. Likewise, the Company will have the right to terminate my employment at any time with or without any reason or notice, except as specifically prohibited by law. No oral representation to the contrary has been made to me and I understand that no employee or representative of the company is authorized to make any such representation now or in the future.
- 13. I agree to conform to the rules, policies and procedures of the Company, including the Code of Conduct, which I acknowledge are subject to change at any time at the sole discretion of the Company.
- 14. (a) I have a close family member (spouse, spouse equivalent, dependent, parent, sibling) employed at or otherwise associated with the Company's outside audit firm (KPMG LLP).
- 14. (b) I was employed by the Company's outside audit firm in the past three years.
- 14. (c) I have a financial or business relationship or affiliation with the Company's outside audit firm or its members (partners, managers).
- 15. I understand that if employed, I will not engage in any outside activity that would create a conflict of interest with my MassMutual duties and will not engage in any personal sales activities, including maintaining or servicing a book of business.
- 16. I confirm that I have the necessary license(s) required for this role.