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FP&A Lead

Job in Town of Italy, Penn Yan, Yates County, New York, 14527, USA
Listing for: leadtech
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Manager, Corporate Finance
  • Management
    Financial Manager
Job Description & How to Apply Below
Location: Town of Italy

We’re looking for an experienced FP&A Team Lead
, preferably former investment banker
, to build, scale, and strategically lead the Financial Planning & Analysis function s role requires a senior finance leader with strong business acumen, advanced analytical expertise, and a proven track record of financial modelling and deal management
.

As an FP&A leader, this person will operate with high autonomy, taking ownership of a complex function, driving strategic initiatives, and ensuring cross-departmental alignment with organizational objectives. They will guide their team through complex challenges, lead financial innovation, and serve as a key partner to executive leadership.

Key Responsibilities:

Strategic FP&A Leadership
  • Own and lead the annual budget, quarterly forecasts, long-range planning, and strategic financial cycles.
  • Deliver deep financial insights to influence key business decisions, investment strategies, and performance optimization.
  • Ensure alignment between FP&A priorities and company goals, anticipating risks and identifying opportunities proactively.
Team Leadership & Talent Development
  • Lead small to medium teams, setting clear performance objectives, strategic priorities, and areas of accountability.
  • Mentor, coach, and develop team members, fostering an environment of continuous learning and growth.
  • Oversee workforce planning, talent development, and hiring decisions with a long‑term strategic mindset.
  • Promote idea‑sharing, cross‑team collaboration, and a culture of ownership and innovation.
Operational & Organizational Accountability
  • Take ownership of a complex area or platform, ensuring operational excellence and delivering expected business outcomes.
  • Act proactively to address organizational, team, or workflow challenges, proposing long‑term solutions.
  • Manage complex projects and high‑impact initiatives with minimal supervision, escalating only for specific strategic decisions.
Advanced Financial Modeling & Analysis
  • Build and review sophisticated financial models to support scenario analysis, valuation exercises, M&A activities, fundraising or strategic planning.
  • Provide financial guidance for new product initiatives, partnerships, or business model changes.
Reporting & Executive Insights
  • Prepare and present monthly and quarterly financial packages for senior leadership and board stakeholders.
  • Translate complex financial information into clear insights for both financial and non‑financial leaders.
Process Improvement & System Optimization
  • Lead initiatives to improve FP&A processes, reporting accuracy, and automation.
  • Collaborate with cross‑functional departments to enhance data integrity and financial transparency.
Strategic & Competitive Intelligence
  • Monitor market trends, benchmarks, and competitor performance to inform strategic direction.
  • Calibrate the impact of external changes, proposing strategic responses aligned with long‑term business goals.

Requirements

Experience & Background
  • 5-7 years of progressive experience in Finance, including leading teams, ideally in high‑growth or complex environments.
  • Strong background in Investment Banking, Corporate Finance or tech-driven businesses.
  • Demonstrated ability to lead teams through complex analysis, strategic transformation, and cross‑functional initiatives.
  • Proven ability to lead small teams, assigning responsibilities to maximize individual and team potential.
  • Skilled at setting strategic priorities, ensuring alignment with organizational objectives.
  • Exceptional collaborator, capable of aligning strategies and goals across multiple departments.
  • Expert in advanced financial modeling (P&L, Cash Flow, scenario analysis).
  • Proficiency in financial systems; experience with Qlik and SAP is a strong advantage.
  • Highly analytical, detail-oriented, and comfortable navigating complex datasets.
  • Excellent communication and storytelling skills, with the ability to influence senior leadership.
  • Strategic thinker with a solution‑oriented, proactive mindset.
  • Comfortable operating with high levels of autonomy and accountability.
  • Fluency in Spanish and English.

This is a unique opportunity to join a forward‑thinking company at a pivotal time in its growth. The successful candidate…

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