Director of FP&A

Institutional clients include pension funds, endowments and insurance companies. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

The position

Yewgate runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. Remote, open to candidates across the US. Normal working hours, Monday to Friday. We send you a laptop and the accessories you need on day one.

In this role you will

• Develop dashboards in Power BI or Tableau for leadership.
• Answer ad hoc questions from the CFO with quick-turn analysis.
• Track headcount and payroll costs against plan.
• Improve forecasting processes and cut manual steps out of the model.
• Support board deck preparation with charts and commentary.

What you need

• Working knowledge of accounting and how the three statements connect.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.
• Bachelor's degree in finance, accounting or economics.
• Clear written commentary for monthly reporting.
• Strong attention to detail in large models.
• Comfortable presenting to non-finance managers.

Nice to have

• CPA, CFA Level I or MBA.
• Adaptive Planning, Anaplan or Planful experience.
• Power BI or Tableau.

Compensation: $158,000 - $205,000 annually

Why work with us

• Health insurance.
• 401(k) with a 100% match up to 5%.
• Paid holidays.
• Employee discount.
• Annual bonus.

We read every application and reply within about a week.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Yewgate Inc..