We're seeking a Corporate FP&A Lead to build our corporate financial planning and analysis function from the ground up. Reporting to the Head of Finance, this is MGT's first dedicated FP&A hire, you will own the corporate model, the planning calendar, and the board narrative from day one.
This is a senior individual contributor role with direct, recurring exposure to the CEO, executive team, board, and investors at a company still early enough that your work visibly moves outcomes. You will own Aleph, our financial planning platform, end-to-end designing how the company plans and reports, including where AI removes manual work from the process. No direct reports at hire; expect to build and manage a small team as the function scales. A player-coach mindset is required as you will build the model and run the process personally.
What You'll Do- Build and maintain MGT's driver-based 3-statement model (P&L, balance sheet, cash flow) and long-range plan; run scenario and sensitivity analysis on growth, expense, and capital decisions
- Own the monthly financial review process end-to-end - budget vs. actual, variance drivers, KPI reporting, and the written narrative that accompanies the numbers; partner with Accounting through close
- Run the annual and quarterly planning cycles: calendar, templates, target-setting, and the cross-functional coordination that makes them land on time
- Build board decks, investor updates, and diligence materials; prepare the CEO and Head of Finance for board and investor conversations
- Own opex, headcount, and vendor forecasting; build the business cases and ROI framing behind hiring, vendor, and investment decisions, and track them after the fact
- Serve as the finance partner to the leadership team - Underwriting, Distribution, Product, Technology, and G&A - bringing options and tradeoffs, not just numbers
- Serve as system owner and administrator for Aleph, MGT's financial reporting and planning platform: data integrity, model architecture, reporting layer, and adoption across the business
What You Bring- 8+ years in corporate FP&A, strategic finance, investment banking, or management consulting - or a combination
- Expert 3-statement modeling: builds driver-based P&L, balance sheet, and cash flow models from a blank sheet and can defend every assumption
- Strong data and financial analysis skills; comfortable working with large, imperfect datasets independently
- Track record owning a recurring planning and reporting cycle end-to-end - not just contributing pieces of one
- Has built executive- and board-facing materials and can translate complex analysis into a clear narrative
- High sense of ownership and comfort with ambiguity; operates with autonomy in a fast-moving environment
- Actively uses AI tools to accelerate modeling, reporting, and analysis, and brings those methods to the team
Preferred Qualifications- Insurance background - especially P&C carrier experience (premium, loss ratio, combined ratio, reserves, statutory reporting) or other financial services
- Hands-on ownership or administration of an FP&A/EPM platform (Aleph, Pigment, Anaplan, Adaptive, Planful, Mosaic, Cube)
- BI tools (Looker, Tableau, Sigma) - able to pull their own data
- Experience as an early or first finance hire building process from scratch
- Exposure to capital planning, reinsurance economics, or working alongside an actuarial team
- MBA or CFA a plus - not required
LocationSan Francisco, CA, Denver, CO or Madison, WI - hybrid, 3 days per week in office.
Compensation$170,000-$210,000 annual base salary, plus 10% target performance bonus and equity.
We recognize that no candidate will meet every qualification and encourage individuals with relevant experience and interest in the role to apply.
Please note: MGT does not accept unsolicited resumes from staffing vendors, including recruitment agencies and/or search firms. Please do not forward resumes to our jobs alias, MGT employees, or any other company location. Any submittals without a prior signed agreement will become property of MGT.
