Finance Manager, FP&A

Rocket Money

$100K — $170K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 5+ years in FP&A, Corporate Finance or related finance function.
  • Proficiency in budgeting, forecasting, and reporting processes.
  • Advanced skills in financial modeling and quantitative analysis.
  • Strong Excel and financial reporting tools competence.
  • Experience in a lead FP&A role supporting subscription-based or fintech businesses.
  • Familiarity with KPI dashboard development.

Responsibilities

  • Own and manage FP&A calendar for timely planning and reporting tasks.
  • Lead budgeting, forecasting, and variance analysis for business lines.
  • Develop financial models for strategic planning and investment decisions.
  • Create executive reporting and dashboards for key metrics visibility.
  • Analyze financial data to identify risks, opportunities and provide recommendations.
  • Partner with Accounting to align financial reporting and forecasts.
  • Synthesize financial and operational data into insights for senior leaders.

Benefits

  • Health, Dental & Vision Plans
  • 401k Matching
  • Competitive Pay
Full Job Description
As a Finance Manager, FP&A, you'll serve as a key financial partner supporting our personal finance business portfolio. You'll own critical planning and reporting processes, provide financial insights that influence strategic decision-making, and help leadership understand performance drivers across the business. This role is ideal for a finance professional who thrives in a fast-paced environment, enjoys building structure and processes, and can effectively partner with stakeholders across Finance, Accounting, and business leadership. In this role, you will: • Own and manage the FP&A calendar, ensuring timely execution of monthly, quarterly, and annual planning, forecasting, and reporting activities • Lead budgeting, forecasting, and variance analysis processes for assigned business lines • Develop and maintain financial models that support strategic planning, headcount forecasting, and investment decisions • Create executive-level reporting and dashboards that provide visibility into key business metrics and financial performance • Analyze revenue, expenses, cash flow, and operational drivers to identify risks, opportunities, and actionable recommendations • Partner closely with Accounting and business stakeholders to ensure alignment between financial reporting, forecasting, and business performance insights • Synthesize large volumes of financial and operational data into clear business insights for senior leaders ABOUT YOU • Bachelor's degree in Finance, Accounting, Economics, or a related field • 5+ years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, Financial Reporting, or a related finance function • Experience owning budgeting, forecasting, and month-end reporting processes • Advanced financial modeling, forecasting, and quantitative analysis skills • Strong proficiency in Excel and financial planning/reporting tools • Experience as a Finance Manager or in a lead FP&A role • Experience supporting subscription-based, fintech, consumer technology, or personal finance businesses • Experience with headcount planning and workforce forecasting • Familiarity with executive-level reporting and KPI dashboard development • Experience supporting multiple business units or product lines WE OFFER • Health, Dental & Vision Plans • Competitive Pay • 401k Matching Additional information: Salary range of $100,000 - $170,000 + bonus + benefits. Base pay offered may vary depending on job-related knowledge, skills, and experience. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time.

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