Simplify Logo


FP&a Manager

Updated on 7/16/2024

The Voleon Group

The Voleon Group

201-500 employees

Uses machine learning for financial predictions

AI & Machine Learning
Data & Analytics
Financial Services

Compensation Overview

$140k - $160kAnnually


Remote in USA

Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
  • 5+ years’ experience with FP&A or strategic finance at a financial services firm or small to mid-size company with complex financial reporting and budgeting requirements
  • Strong proficiency in financial modeling and analysis, including expertise with Excel, forecasting software (Adaptive Insights preferred but not required), and BI tools
  • Experience working with modern accounting software and systems, preferably Quickbooks and Workday
  • Experience with detailed headcount and payroll forecasting; multi-entity consolidation and forecasting preferred
  • Bachelor's and/or advanced degree in Accounting or Finance
  • Advanced quantitative and problem-solving skills
  • Ability to communicate effectively, including presenting ideas both in written presentations and to small groups
  • Ability to interact with senior management, peers and professional staff
  • Able to prioritize in a fast moving, high pressure, constantly changing environment; high sense of urgency
  • Prepare monthly dashboards and detailed reporting for senior management reflecting actual results, and comparisons to forecasts / budgets
  • Analyze current and past trends in the areas of revenue, expenses and other key performance indicators to improve design and accuracy of financial forecasts
  • Play a leadership role in the firm’s annual budgeting and forecasting processes by working with the organization’s leadership to incorporate initiatives
  • Partner with Accounting on month-end close to ensure we are delivering the correct financial reporting insights and disseminating these results to stakeholders to drive accountability
  • Own the consolidation of multi-entity financials
  • Manage the allocation of expenses across various fund and management company financials, providing visibility into cash and accrual-based accounting impact
  • Choose, implement and develop tools and processes to enhance reporting
  • Support ERP implementation projects, with a focus on integration of reporting and budgeting/forecasting requirements
  • Establish cross-functional partnerships with department leads aimed at identifying, understanding, and translating their resourcing needs to financial forecasts
  • Develop ad hoc financial analysis value-added to decision making and assessing business performance

The Voleon Group specializes in using statistical machine learning for solving large-scale financial prediction problems, leading to innovative solutions in investment management. The company fosters a dynamic, data-driven environment which could be intriguing for professionals passionate about leveraging technology to drive financial strategies. Their approach not only offers robust opportunities in the field of finance but also provides a technically stimulating workplace for tech-savvy innovators.

Company Stage


Total Funding



Berkeley, California



Growth & Insights

6 month growth


1 year growth


2 year growth