Sr. Manager, Financial Planning and Analysis - Hybrid

Sr. Manager, Financial Planning and Analysis - Hybrid

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Full Time Manager North Carolina, Charlotte, NC, US

Company: IRALOGIX, Inc. Position:
Senior Manager of FP&A

Location:

Charlotte, NC or Pittsburgh, PA Hybrid – In office 3 days/week
Job Type: Full-Time/Exempt
Industry: Retirement Services/Fin Tech Software
Travel: 0% to 20%

IRALOGIX is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k) recordkeepers, retirement-focused Advisors, Mutual Fund investment providers, and banks interested in growing their IRA capabilities, revenue, and market share. Through proprietary, ground-up technology, we are changing the landscape and are empowering client companies to provide broader access to the best retirement services possible while significantly lowering administration costs and increasing efficiency, profitability, and competitiveness, far beyond industry expectations.

Role:

The SENIOR MANAGER of FP&A will lead the company’s financial planning, forecasting, KPI management, and strategic analytics. Reporting directly to the CFO, you will own the business forecasts and annual budgeting process. This means working with department heads to build realistic budgets, pressure-testing assumptions, and updating forecasts as business conditions evolve. You'll prepare comprehensive monthly financial packages with insights on balance sheets, income statements, and KPIs that tell the story behind the numbers.

We are seeking a hands-on leader who can operate in a lean environment, build processes from scratch, manage processes, and deliver executive-ready analysis. This is a high-visibility role with a significant strategic impact.

Exceptional project management skills are essential. You need to juggle multiple complex work streams with strong attention to detail and the ability to keep processes moving despite competing priorities and dependencies across teams.

Strong financial modeling and analytical capabilities are critical, with advanced Excel skills and the ability to build models that handle complex scenarios, from customer segmentation to pricing analysis to partnership revenue projections. You should be comfortable using AI tools to enhance your productivity and analytical capabilities. You should be equally skilled at creating executive-ready PowerPoint presentations that visualize business performance in ways that drive understanding and action.

You need excellent business judgment and communication skills to translate complex financial and operational data into clear, compelling materials that enable others to have productive conversations. Whether it's helping the sales team understand partnership performance trends or giving the CFO the insights needed for a board discussion, your work provides the intellectual foundation for critical business decisions.

You should bring a proactive, ownership mentality to the budget and forecast process, the discipline to run a structured annual budget cycle, the judgment to know when forecasts need updating, and the ability to work collaboratively with department leaders who may have varying levels of financial sophistication.

The essential responsibilities and duties for this position include, but are not limited to, the following:

• Own the company’s annual budget, multi-year financial model, and monthly forecasting cycles.
• Develop monthly outlooks aligned with revenue, cost, headcount, and key business drivers.
• Build and refine driver-based models that support decision-making.
• Prepare monthly and quarterly reporting packages (KPIs, variance analysis, insights, trends).
• Lead preparation of board meeting materials and investor updates.
• Monitor operating and financial metrics including ARR, retention, unit economics, and gross margin trends.
• Serve as primary business partner to functional leaders across Sales, Marketing, Operations, Product Management, and Technology.
• Support resource planning, headcount forecasting, and investment ROI analysis.
• Dr…