Flourish

Fintech platform enabling RIAs' private-bank services

Financial Planning and Analysis Manager

Corporate Finance & FP&AConfirmed live in the last 24 hours

Full-timeNew York, NY, USAIn-person

About the Job

Requirements

A bachelor's degree in Finance, Accounting, Economics, or a related field is required.
At least 5 years of relevant experience, including at least 3 years in a hands-on Financial Planning and Analysis role owning budgeting, forecasting, and modeling.
Must pass a fingerprint background check to qualify as a fingerprinted person under FINRA; additional regulatory screenings may apply for roles requiring registration, including review of Form U5 disclosures and other relevant licensing information.
Banking, private equity, or consulting experience, ideally combined with in-house Financial Planning and Analysis experience.
Understanding of financial services business models, such as broker-dealer, lending, and insurance, and FINRA reporting requirements.
FINRA Series 27 license.
Exposure to high-growth or data-driven environments.
Advanced financial modeling, analytical, and data interpretation skills, with experience using Financial Planning and Analysis planning and business intelligence/dashboard tools.
Demonstrated use of artificial intelligence tools, including large language models and AI-enabled planning, business intelligence, and modeling tools, to automate processes and improve efficiency.
Ability to connect financial insights to business decisions, understand their financial impact, and balance that with business partner satisfaction.
Ability to make accurate, independent decisions based on data.
Organizational skills and ability to prioritize and multitask; proactive, detail-oriented, and results-oriented.

Responsibilities

Build and maintain the company’s integrated financial model and forward-looking forecasts.
Lead annual budgeting, forecasting, and reforecasting processes, including monthly budget-versus-actual variance analysis.
Prepare board, investor, and leadership reporting packages.
Partner with business teams on performance analysis and support go-to-market and product analytics.
Partner with the private equity sponsor on reporting and ad hoc analysis needs.
Partner with the Controller to ensure forecasts and management reporting tie to accounting records.
Develop dashboards and business intelligence reporting.
Use artificial intelligence tools to automate reporting, modeling, and analysis, and continually improve Financial Planning and Analysis efficiency.
Provide ad hoc analysis for strategic initiatives.

Desired Qualifications

An MBA or Chartered Financial Analyst credential is preferred.
Financial services, fintech, or private equity-backed environment experience is strongly preferred.
Verbal and written communication skills.
Curious and collaborative approach to teamwork.

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

About You

You are a highly strategic, data-obsessed, and analytical professional who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify opportunities, and drive insights with minimal guidance. You excel at synthesizing complex information and communicating insights clearly. You have run budgeting and forecasting processes before, can own them independently, and actively use AI tools to work smarter and faster.

You partner effectively with cross-functional stakeholders and contribute to data-driven decision-making. You will have direct access to the CEO, CFO, and CRO, among other leaders, and can collaborate effectively with them. You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of shaping its growth.

About the Role

Flourish is transitioning to a standalone, PE-backed organization. As an Financial Planning and Analysis Manager, you will report directly to the CFO and own financial planning and analysis, supporting strategic decision-making during a critical stage of growth and product evolution.

You’ll partner closely with finance leadership and cross-functional teams to deliver insights that drive performance and long-term value creation. This is a hands-on role for an experienced Financial Planning and Analysis Manager professional who can own the planning process from day one.

Principal Responsibilities

Build and maintain the company’s integrated financial model and forward-looking forecasts
Lead the annual budget, forecasting, and reforecasting processes, including monthly budget-vs-actual variance analysis
Prepare board, investor, and leadership reporting packages
Partner with business teams on performance analysis and support go-to-market and product analytics
Partner with our PE sponsor on reporting and ad hoc analysis needs
Partner with the Controller to ensure forecasts and management reporting tie to the accounting records
Develop dashboards and business intelligence reporting
Use AI tools to automate reporting, modeling, and analysis, and continually improve Financial Planning and Analysis efficiency
Provide ad hoc analysis for strategic initiatives

Minimum Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred
5+ years of relevant experience, including at least 3 years in a hands-on Financial Planning and Analysis role owning budgeting, forecasting, and modeling
Financial services, fintech, or PE-backed environment experience strongly preferred
Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Preferred Qualifications

Banking, PE, or consulting experience, ideally combined with in-house Financial Planning and Analysis experience
Understanding of financial services business models (e.g., broker-dealer, lending, insurance) and FINRA reporting requirements
FINRA Series 27 license
Exposure to high-growth or data-driven environments
Advanced financial modeling, analytical, and data interpretation skills; experience with Financial Planning and Analysis planning and BI/dashboard tools
Demonstrated use of AI tools (e.g., LLMs and AI-enabled planning, BI and modeling tools) to automate processes and improve efficiency
Ability to connect financial insights to business decisions, understand their financial impact, and balance that with business partner satisfaction
Ability to make accurate, independent decisions based on data
Excellent verbal and written communication skills
Excellent organizational skills and ability to prioritize and multitask; proactive, detail-oriented, and results-oriented
Curious and collaborative team player

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $140,000 - $210,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

About the Company

Flourish

Fintech platform enabling RIAs' private-bank services

Flourish provides a wealth-management platform for RIAs that lets advisors compete with bigger firms by unifying several client-facing tools in one place. Its flagship Flourish Cash offers FDIC-insured cash management with competitive yields via a network of program banks. Flourish Lending is a digital-first mortgage platform that sources rates from capital markets for home purchases and refinances, while Flourish Annuities gives access to a curated marketplace of fee-based annuities with a digital application and outsourced insurance desk. The platform also integrates with major advisory software (e.g., Envestnet, Orion, Black Diamond) and uses revenue sharing on certain products. Flourish aims to help RIAs manage more of a client’s balance sheet in-house, expand their service offerings, and grow assets under management.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: St Paul, MN
Founded: 2017

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