About the Position:
This is a remote position with overnight travel to Carmel, Indiana, one to two times per year.As FP&A Manager in our FinOps department, you'll lead client engagements from planning through delivery, managing team members, timelines, and budgets while serving as a hands-on thought partner to our clients and the Milestone CFO team. This is a full-time, exempt role.
You'll work in a modern tech stack that includes QuickBooks Online, Fathom, Liveflow, Karbon, Google Workspace, and Claude.
Responsibilities:
- Lead client engagements from planning through delivery, building project plans, managing timelines and scope, and quoting ad-hoc work as it arises
- Manage, train, and mentor team members from Associate through Senior Analyst, ensuring quality work product delivered on time and on budget
- Serve as a hands-on thought partner to clients, identifying the key metrics and levers that connect financial KPIs to operational goals
- Partner with the Milestone CFO team to execute financing strategy, including equity and debt raises
- Lead difficult conversations, manage client expectations, and support renewal scope-of-work discussions
- Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets, creating new standard templates where needed
- Review models for logic, stress-test them, and refine them so clients can easily digest the results
- Implement department-wide QA standards and SOPs, standardize workpapers, and resolve high-stakes data discrepancies
- Evaluate how to use AI effectively and securely to improve the client and employee experience and the quality of our deliverables
- Keep the department running smoothly through accurate timekeeping, budget and utilization tracking, task management, and billing updates
Qualifications:
- Bachelor's degree in Accounting or Finance
- 6+ years of FP&A or accounting experience, including leading engagements or teams
- Excellent quantitative skills and strong experience in Excel and Google Sheets
- Demonstrated project management skills, including scope, timeline, and budget management
- Excellent written and verbal communication skills with strong attention to detail
- Proven ability to lead in ambiguous, fast-changing environments and to master new software quickly
- Experience supporting fundraising activity, including equity and debt raises (preferred)
- CPA, CFA, or MBA (a plus)
- A dedicated remote workspace with a professional background and a strong, reliable internet connection
Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment.
