Financial Services Consultant engaging with members to improve their financial lives through banking services. Building relationships and providing exceptional member service at A+ Federal Credit Union in Austin, TX.
About the role
- Manager of FP&A at Algo, leading global budgeting and forecasting processes. Collaborating across departments to optimize resources and drive strategic decision-making in a hybrid role.
Responsibilities
- Lead global budgeting, forecasting, and long-range planning processes across departments
- Build and maintain dynamic financial models to support scenario planning and strategic decision-making
- Partner with Sales, Marketing, Product, Engineering and Services to drive cross-functional initiatives and optimize resource allocation
- Own monthly and quarterly reporting packages, including variance analysis and executive dashboards
- Translate complex financial data into clear, actionable insights for non-finance stakeholders
- Drive automation and process improvement across FP&A workflows
- Support board-level reporting and investor communications
- Be hands-on with Excel, NetSuite, and other financial systems—this is not a “review and delegate” role
- Major contributor to the company’s M&A and post-merger integration strategy and execution
Requirements
- 7–10 years of progressive FP&A experience
- MBA or CPA/CFA designation
- Advanced Excel and PowerPoint skills
- Hands-on experience with Salesforce.com and NetSuite
- Proven ability to lead cross-functional initiatives
- Strong business acumen and executive presence
- Willingness to dive deep and execute directly
- Prior experience in a global tech or SaaS environment
- Familiarity with FP&A tools (e.g., Datarails, Mosiac) and BI tools (e.g., Tableau, Power BI)
- Exposure to M&A modeling or capital planning
- Experience managing or mentoring junior Analysts
- Experience in remote-first or hybrid teams
Benefits
- Remote-first flexibility with in-person collaboration
- Competitive compensation package
- Comprehensive health, dental, and vision coverage
- Generous PTO and parental leave
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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