FP&A Manager

About this role

• Milestone is a fast-growing professional services firm providing outsourced accounting and HR services to small and mid-sized businesses.
• We're headquartered in Carmel, Indiana, with a national footprint.
• Our team is talented, committed, and fun-loving, and our culture is collegial and supportive.
• *What it's like to work at Milestone .
• .
• .* ***Best-in-Class Tech*** *We use best-in-class technology in everything we do, from internal tools that boost productivity to client-facing apps that improve our service delivery.
• Staying on the cutting edge is a point of pride.* ***Remote-First Flexibility*** *Remote-first gives our team maximum flexibility and gives us access to exceptional talent.
• We use office space for collaboration, team meetings, or a simple change of scenery.* ***Collaborative Team*** *We mean it when we say we're collaborative.
• Our team members support one another, and we believe a committed team that works well together can accomplish great things.* 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.
• Milestone is an equal opportunity employer.
• We celebrate diversity and are committed to creating an inclusive environment for all employees.* *To learn more about Milestone, visit our website at* *www.milestone.inc* (http://www.milestone.inc/)*.*

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