FP&A Lead

Omen AI

$120K — $160K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-8 years of experience in FP&A, strategic finance, investment banking, private equity, venture capital, or high-growth tech companies.
  • Strong financial modeling skills with advanced proficiency in Excel and financial planning tools.
  • Ability to turn ambiguous business questions into structured analyses and actionable recommendations.
  • Excellent written and verbal communication skills to effectively engage executives and investors.
  • High agency, strong judgment, and a bias toward action in a fast-paced environment.

Responsibilities

  • Own financial planning and forecasting across the company.
  • Build and maintain operating models and long-range plans that inform business decisions.
  • Partner with leaders to evaluate investments and ensure effective resource allocation.
  • Work with the CEO on strategic initiatives, fundraising, and hiring decisions.
  • Prepare board and investor reporting materials with clear analyses and insights.
  • Develop KPI frameworks and reporting systems for real-time performance visibility.
  • Lead strategic analysis of new initiatives and partnerships.

Benefits

  • 100% medical, dental & vision coverage for employees.
  • Flexible PTO for a better work-life balance.
  • WFH setup stipend to enhance remote working conditions.
  • Relocation support to San Francisco for new hires.
  • Free food and snacks in the office.
  • Daily in-office dinner provided to employees.
Full Job Description
We\'re looking for an exceptional FP&A Lead to become the financial operating system behind our company. This is not a traditional corporate finance role. You\'ll work directly with the CEO and leadership team to help allocate capital, evaluate strategic decisions, and build the planning infrastructure that supports rapid growth.
The right candidate combines analytical rigor with business judgment. You are equally comfortable building a board-level forecast model, pressure-testing a hiring plan, or helping leadership decide where to deploy the next dollar of investment.
The Role
As Omen\'s first dedicated finance hire, you will own financial planning, forecasting, and strategic analysis across the company. You\'ll partner closely with leadership to build the systems, models, and processes that allow us to scale efficiently while maintaining financial discipline.
You will work alongside our existing accounting and finance partners while becoming the internal owner of budgeting, forecasting, capital planning, and business performance.
This role is ideal for someone who wants to help build a finance function from the ground up and serve as a trusted partner to company leadership.
Core Responsibilities
Own Financial Planning & Forecasting
Build and maintain operating models, forecasts, and long-range plans that inform critical business decisions and provide visibility into growth, burn, and runway.
Drive Budgeting & Resource Allocation
Partner with leaders across engineering, go-to-market, operations, and recruiting to evaluate investments, challenge assumptions, and ensure resources are deployed effectively.
Be the CEO\'s Financial Thought Partner
Work directly with the CEO on strategic initiatives, fundraising preparation, hiring decisions, pricing analysis, and scenario planning.
Deliver Board & Investor Reporting
Prepare monthly, quarterly, and board reporting materials with clear analysis, key insights, and actionable recommendations.
Build Metrics & Business Intelligence
Develop KPI frameworks, dashboards, and reporting systems that provide leadership with a real-time understanding of company performance.
Lead Strategic Analysis
Evaluate new initiatives, partnerships, product investments, and other opportunities through rigorous financial and operational analysis.
Improve Financial Operations
Build scalable planning processes, reporting infrastructure, and decision-making frameworks as the company grows.
Requirements
3-8 years of experience in FP&A, strategic finance, investment banking, private equity, venture capital, management consulting, or a high-growth technology company.
Strong financial modeling skills and advanced proficiency in Excel, Google Sheets, and financial planning tools.
Demonstrated ability to turn ambiguous business questions into structured analyses and actionable recommendations.
Excellent written and verbal communication skills with the ability to communicate effectively with executives, investors, and technical teams.
High agency, strong judgment, and a bias toward action.
Comfort operating in a fast-moving environment with limited structure and rapidly changing priorities.
Experience supporting fundraising, board reporting, budgeting, or strategic planning is a plus.
Experience in venture-backed startups is strongly preferred.
What Success Looks Like
Within your first year, you will:
  • Build a best-in-class forecasting and planning process.
  • Establish clear financial visibility across the business.
  • Improve leadership decision-making through rigorous analysis.
  • Create scalable reporting systems and KPI frameworks.
  • Become a trusted partner to the CEO and leadership team on the company\'s most important decisions.
Benefits
100% medical, dental & vision coverage (for you)
Flexible PTO
WFH setup stipend
Relocation support to San Francisco
Free food & snacks
Daily in-office dinner provided
Don\'t meet every bullet but excited about what we\'re doing? Apply anyway. Many excellent candidates don\'t tick every box, and we are looking for team players with undeniable talent.

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