Our Client

Series A B2B SaaS platform revolutionizing the wellness and aesthetics industry.

The Role:

We’re looking for a current Head/Director of FP&A who is looking to take a step up as the Head of FP&A. Reporting to the CFO, you will take the reins of the finance strategy and build the function from the ground up. As a key partner to the executive leadership team, you’ll own financial planning, reporting, and budgeting processes while driving strategic initiatives that fuel our growth. Initially, this is a hands-on, IC role, but you’ll transition to building and leading a high-performing team as the function scales. Your business cases and insights will directly influence our investments and long-term vision.

Responsibilities:

• Financial Model: Develop, maintain, and optimize the company’s financial model to support decision-making and strategic planning.
• Business Planning and Growth Strategy: Lead both short-term and long-term
• business planning, aligning financial strategies with overall company goals.
• Business Case Development: Create business cases for incremental investments and strategic initiatives.
• Budgeting Process: Oversee the entire budgeting process, including annual budgeting and monthly budget-to-actual reporting.
• Financial Reporting: Assist with internal and external financial reporting, ensuring accuracy and timeliness.
• KPI Development: Establish and monitor key performance indicators across the organization, ensuring accountability.
• Capital Markets Support: Provide support for capital markets activities as needed.

Ideal Profile:

• 5 to 10 years of progressive finance experience
• Expertise in FP&A strategy, financial modelling, and business planning
• Experience in budgeting, financial reporting, and KPI development
• Proven ability to create business cases and support capital markets activities
• Strong problem-solving skills with an entrepreneurial mindset
• Skilled in automating financial processes and implementing business financial systems
• Data-driven decision maker focused on metrics and performance accountability

*Please note that this is a hybrid role, with an expectation for 3 days per week in the New York office. If you are interested, please apply!