Financial Advisor providing financial consulting services for members via video or phone meetings. Promoting growth of NFIS products and managing less complex investment needs in Richmond, VA.
About the role
- FP&A Manager at Chip with a focus on cash products and revenue forecasting. Leading financial models development and partnering with various teams for insights.
Responsibilities
- Lead the day-to-day operation, maintenance and development of Chip’s core financial models, including revenue and three-statement forecasting.
- Support the Head of FP&A in delivering the annual budget and quarterly forecasts, ensuring outputs are accurate, timely and insight-driven.
- Collaborate with the SVP Finance, Product, Growth and data teams to ensure financial forecasts are grounded in real operational drivers and user behaviours.
- Deliver high-quality monthly performance reporting and analysis for senior leadership, highlighting key trends, risks, and opportunities.
- Conduct scenario and sensitivity analysis to support strategic, regulatory, and commercial decision-making.
- Act as a trusted finance partner , providing clear, data-led insights that help shape product, pricing, and growth strategies.
- Assist with regulatory capital modelling and ICARA , maintaining clear documentation and ensuring revenue assumptions align with capital planning.
- Support fundraising and investor processes , contributing to financial models, scenario analysis, and due diligence materials.
- Develop and automate tools and dashboards to improve visibility of performance across finance and the wider business.
- Drive continuous improvement in forecasting accuracy, modelling efficiency, and financial planning processes.
Requirements
- Proven background in a FinTech, Digital Bank, Challenger Bank, Retail or Business Bank.
- Strong understanding of products across savings, investments and wealth management.
- Experience working with cohort models , customer behaviour and product-level unit economics.
- Proven experience working in an FP&A or commercial finance role with exposure to forecasting, budgeting and scenario analysis.
- Experience working closely with Data teams to align financial models with user metrics and operational inputs.
- Advanced Excel and VBA skills (must-have) ; strong modelling ability and comfortable with large data sets.
- Excellent attention to detail , with the ability to take ownership of tasks from end to end.
- Strong analytical and problem-solving skills, with the ability to link financial results to business drivers.
- Confident communicator, able to translate financial insights for non-financial stakeholders and influence decision-making.
- Experience working with data teams.
- At least 3 years industry experience post qualification (ACA, ACCA, CIMA, CFA or equivalent qualification).
Benefits
- Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary.
- Workplace pension scheme - We invest in your future with a workplace pension scheme , contributing 5% on earnings up to £50,000.
- Private medical insurance (medical history disregarded)
- Employee Assistance Programme
- Cycle to work scheme
- Season ticket loan
- Free ChipX subscription for UK-based employees
- Flexible working arrangements
- 28 days holiday plus bank holidays, plus the days between Christmas and New Year
- Annual training budget for courses, workshops, or conferences to help you advance your career.
- £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing
- Company laptop
- Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup
Job title
Job type
Experience level
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Degree requirement
Tech skills
Location requirements
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