Director of FP&A

Clients pay a flat annual fee, and the firm takes no commissions. Mortgage brokers in Indiana send us loans to underwrite, close and fund. Licensing exams (SIE, Series 7, Series 66) are paid for, with study time during work hours.

This role opened up after a team member moved internally. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. Remote, open to candidates across the US. Clear written English is a must, as the team works across time zones.

Essential duties and responsibilities:

• Present monthly results to operating leaders and explain key drivers.
• Improve forecasting processes and cut manual steps out of the model.
• Track headcount and payroll costs against plan.
• Support board deck preparation with charts and commentary.
• Partner with department heads to understand spending and headcount plans.
• Prepare monthly variance analysis against budget and prior year.

About you:

• 10+ years of FP&A, corporate finance or public accounting experience.
• Bachelor's degree in finance, accounting or economics.
• Experience building budgets and forecasts.
• Working knowledge of accounting and how the three statements connect.

Bonus points:

• Power BI or Tableau.
• SQL for pulling your own data.
• SaaS metrics experience (ARR, churn, LTV)

Benefits:

• Health insurance.
• 401(k) with a 100% match up to 5%.
• Paid time off.
• Employee assistance program.
• Annual bonus.

New hires usually start two to three weeks after accepting an offer.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Southside Wealth Management LLC.