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Range

AI-driven wealth management with CFP guidance

Head of FP&A

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeMcLean, VA, USA

About the Job

Requirements

  • At least 7 years of experience in FP&A, transaction advisory, corporate finance, or audit, including Big Four or similar experience.
  • Strong capabilities in advanced Excel, financial modeling, and scenario analysis.
  • Solid accounting fundamentals and command of profit and loss, balance sheet, and cash flow dynamics.
  • Ability to distill detailed financial models into clear business insights and executive narratives.
  • Proactive ownership and comfort working with ambiguity.

Responsibilities

  • Partner with the Vice President of Finance to deliver the annual budget, quarterly forecasts, and long-range plan, owning key modeling, analysis, and insight responsibilities.
  • Build and evolve financial models and performance metrics to support forecasting and insights across revenue growth, unit economics, customer behavior, pricing, and other core business drivers.
  • Execute monthly and quarterly financial reporting, variance analysis, key performance indicator tracking, and narrative commentary for leadership and operations.
  • Collaborate cross-functionally with Sales, Marketing, Planning, Product, Operations, and Engineering to gather assumptions, stress-test plans, and provide financial clarity.
  • Streamline and automate FP&A workflows, tools, and reporting infrastructure to improve efficiency and scalability.
  • Support fundraising, board materials, due diligence, and other strategic finance initiatives as needed.

Desired Qualifications

  • An MBA, CPA, or similar credential is preferred.
  • Experience with business intelligence tools, data analytics, SQL, and FP&A platforms such as Adaptive, Vena, Pigment, or Datarails is a plus.
  • Familiarity with SaaS metrics, including annual recurring revenue, churn, cohorts, customer acquisition cost, and lifetime value, and/or startup experience is a plus.

About the Company

Range

AI-driven wealth management with CFP guidance

Range.com provides a unified wealth management platform that combines AI-driven financial planning with the guidance of Certified Financial Planners. It serves individuals who want help with investments, taxes, cash flow, and estate planning. The product works by using proprietary AI to pull in real-time financial data and generate personalized advice, while CFPs offer human expertise. Clients access the service through a subscription that covers the platform and advisory support, with optional premium services. Range.com stands out by pairing advanced AI planning with human financial guidance in a single, easy-to-use platform, rather than offering separate tools or consulting. Its main goal is to simplify financial management by consolidating all financial needs into one place, helping clients manage their money more efficiently and make informed decisions.

Company size
201-500
Company stage
Series C
Total funding
$100M
Headquarters
McLean, VA
Founded
2021

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