FP&A Manager

About Us

Helpware is a technology-driven company with offices in the USA, Ukraine, Mexico, and the Philippines which provides Customer Experience & Operational Support for modern companies. Our team of professionals is driven by the purpose of providing best-in-class value-adding services to our partners by leveraging our empowered teams, innovative solutions, and technologies.

Position Summary: The FP&A Manager will play a key role in leading financial planning, forecasting, and strategic analysis efforts across the business. This individual will bridge tactical execution and strategic insight, partnering with senior leadership and cross-functional teams to drive decision-making, enhance financial visibility, and support scalable growth initiatives. This is a high-impact role for a finance professional with 5–7 years of experience in the financial industry, ideally in a high-growth or private equity-backed environment.

Key Responsibilities

• Lead the preparation, analysis, and presentation of monthly, quarterly, and annual financial reports, including variance analysis and executive-level commentary.
• Develop and manage annual budgets, rolling forecasts, and long-term financial plans in collaboration with department leads and executive stakeholders.
• Build and maintain dynamic financial models to support scenario planning, pricing strategies, capital investment decisions, and strategic initiatives.
• Analyze financial and operational data to identify key trends, risks, and opportunities, and deliver actionable recommendations to business leaders.
• Partner cross-functionally with Sales, Marketing, Product, and Operations to align financial planning with business objectives and KPIs.
• Assist in preparing materials for board meetings, investor updates, and leadership presentations.
• Continuously improve forecasting accuracy and reporting capabilities by implementing best practices, automation tools, and standardization.
• Support the month-end close process in coordination with the Accounting team, ensuring accurate financial reporting and accruals.
• Contribute to due diligence, integration support, and financial modeling for potential M&A opportunities.
• Help implement and refine financial policies and scalable processes that support business growth.
  
  

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 5–7 years of progressive experience in FP&A, corporate finance, investment banking, or management consulting.
• Strong financial modeling and Excel skills; experience with planning tools like Adaptive Insights, Anaplan, or Workday Adaptive Planning preferred.
• Proven ability to turn data into strategic insights and communicate them effectively to senior leadership.
• Excellent problem-solving, organizational, and communication skills.
• Experience in private equity-backed, SaaS, or high-growth environments highly preferred.
• Knowledge of GAAP and financial statement analysis.
• Self-driven, highly collaborative, and able to thrive in fast-paced, dynamic environments.