Director of Financial Planning and Analysis

POSITION SUMMARY The Director of Financial Planning and Analysis (FP&A) is a pivotal leader within Noble's Finance team, tasked with steering the company's budgeting, forecasting, and strategic financial planning initiatives. Reporting directly to the Chief Financial Officer, the Director will spearhead the FP&A function, delivering insightful financial anal…

Discover a career that offers the complete package!At Conga, we have fostered a vibrant community where our colleagues can truly flourish. Here, you'll uncover opportunities to innovate and drive growth through both individual and team development, all within an inclusive environment that values every voice.Conga accelerates our customers' journey towards becoming more connected and intelligent enterprises. The Conga Advantage Platform is globally acknowledged for enhancing this journey, seamlessly integrating Configure, Price, Quote, Contract Lifecycle Management, and Document Automation on a single open platform. It effortlessly connects with any ERP, CRM, and Cloud solution. Fueled by a unified data model and specialized AI, Conga empowers businesses to attain a distinct advantage—one grounded in seamless connectivity, actionable insights, and scalable growth.Our approach is anchored in the Conga Way, a framework that embodies our values and guides our hiring and decision-making processes, along with key initiatives such as colleague recognition. Developed with direct input from our team members, the Conga Way serves as the bedrock of our dynamic culture.Reports to: Director, FP&ALocation: Boston, MA (Hybrid)A brief overview…As the FP&A Manager at Conga, you will play a crucial role in maintaining our corporate financial model inputs, overseeing monthly financial closing processes, and fulfilling reporting and analytics requirements. Additionally, you will cultivate relationships within the Product (R&D) teams to refine and enhance the accuracy and comprehension of budgets, forecasts, and analyses. Your contributions will also extend to supporting the Product organization with pricing analysis and prioritizing the product roadmap.Why this is significant…At Conga, our Finance team is vital to our success. You will be integral in supporting our operational management team, executive leadership, and board of directors.Are you the ideal candidate?Relevant experience. You possess 5 or more years of experience in FP&A, corporate strategy, or related fields. You have a proven track record of collaborating with executive leadership in R&D within a SaaS environment. You have actively contributed to creating comprehensive financial analyses...

About SimpliSafe At SimpliSafe, we're a cutting-edge home security company dedicated to safeguarding the homes and lives of our customers. Our mission is to ensure that every home is secure, and we take pride in fostering a workplace culture that values individual growth and collaboration. We cultivate an environment free from ego, where innovation thrives, and team members can seize significant opportunities to make a meaningful difference in the lives of those we protect. We want you not just to work with us but to flourish and evolve in your career here. To support our dynamic workforce, we embrace a hybrid work model, allowing our teams to balance their time between our innovative office and their homes. We typically gather in-person on core days—Tuesdays, Wednesdays, or Thursdays—while providing flexibility to work remotely the rest of the week, leveraging the best of both worlds to accomplish our objectives. Why We Are Hiring As we continue to expand and excel, we are on the lookout for intelligent, skilled, and humble individuals who align with our values to join us in revolutionizing the home security industry while relentlessly pursuing our mission of keeping every home secure. Your Role SimpliSafe stands at the forefront of the DIY security sector, striving to democratize home safety. Our co-founder, Chad Laurans, said it best: “You shouldn’t have to ask permission to secure your home. You should be able to do it yourself.” With over 3 million Americans under our protection and rapid growth on the horizon, we take pride in our bold innovation, cooperative spirit, and data-driven mindset. Our team follows the best ideas wherever they lead, working collaboratively to achieve optimal results for our customers while continuously analyzing and refining our strategies. In pursuit of this mission, we are seeking a proactive and highly analytical Financial Planning & Analysis Manager to bolster our eCommerce and Customer Acquisition initiatives within the broader Go-To-Market (GTM) framework. This position will also provide essential support across General and Administrative (G&A) functions and play a pivotal role in enhancing financial visibility, planning rigor, and strategic insights across critical growth initiatives. The right candidate will thrive in a fast-paced environment, possess strong analytical skills, and demonstrate a remarkable ability to collaborate across various departments. This role requires someone who can implement scalable processes while also delving into the details to inform strategic decisions. You will directly influence the financial strategies underpinning our customer acquisition and digital commerce investments.

Arcadia is hiring a Director of Financial Planning and Analysis to shape the company’s financial direction from its Boston, MA office. This leadership role centers on managing budgeting, forecasting, and financial analysis to support Arcadia’s business goals. Role overview The Director of FP&A oversees core financial planning activities, ensuring that all processes align with Arcadia’s strategic objectives. This position guides the company’s budgeting cycles, leads forecasting efforts, and analyzes financial data to support informed decision-making. Key responsibilities Lead and improve budgeting, forecasting, and financial analysis processes Ensure financial strategies support overall business objectives Provide insights and recommendations to senior leadership Collaborate with teams across the organization to drive performance and financial discipline Collaboration and impact This role works closely with cross-functional teams and senior leaders, offering guidance on key financial decisions and supporting strategic initiatives. The Director’s expertise helps drive performance improvements and ensures Arcadia’s financial health remains strong.

Join Axon and be a Force for Good.At Axon, we’re dedicated to our mission of Protecting Life. We are pioneers, tackling society’s most pressing safety and justice challenges through our innovative ecosystem of devices and cloud-based software. Just like our products, we thrive on collaboration. We communicate openly and thoughtfully, embracing diverse perspectives from our customers, communities, and each other.Life at Axon is dynamic, demanding, and impactful. Here, you will take charge and effect genuine change. Continuously evolve as you contribute to a meaningful mission at a company where your contributions truly matter.Your ImpactYou will spearhead a high-performing team responsible for managing Axon’s annual budgeting process, overseeing our corporate planning system, and acting as the financial business partner to our SG&A divisions.This role is set within an environment that values agility, initiative, and innovative thinking. We are passionate about our work and seek individuals who share this enthusiasm. Collaborate with us in a vibrant atmosphere where you can apply your passion, technical expertise, and robust problem-solving abilities.What You’ll DoBuild and nurture a world-class FP&A team.Lead the annual budget process and other critical inputs shaping the corporate forecast model.Collaborate with leaders across the organization to refine strategic perspectives and support funding requests.Assess and promote the standardization of processes, systems, communication, and controls across departments.Utilize technology to enhance efficiencies within finance and accounting functions.Deliver insightful real-time information to business partners to meet EBITDA targets.Design and manage Axon’s monthly budget vs. actual process.Oversee the Procure-to-Pay and Purchase Order Request processes to minimize financial surprises and ensure adequate controls.Create weekly, monthly, and quarterly reporting packages and dashboards.Assist in developing presentations for the Board and C-Team.What You BringAdvanced degree in Finance, Business Administration, Economics, or Accounting.At least 10 years of FP&A experience, encompassing budgeting, forecasting, reporting, and business analytics in a dynamic setting, supporting both financial and operational decision-makers.Hands-on leadership style with the ability to balance multiple competing priorities in a fast-paced environment.

WHOOP is on the lookout for a dynamic Senior Business Planning Manager to lead financial strategy and performance management for our Apparel & Accessories division. In this pivotal role, you will collaborate closely with the Director of Business Planning & Supply Chain and influential leaders across Finance, Inventory Planning, Supply Chain, Product Development, Marketing, and E-commerce. Your expertise will not only drive execution but also establish comprehensive planning frameworks, set benchmark standards for KPI management, and influence the evaluation and prioritization of growth opportunities. You will be instrumental in steering leadership decisions through insightful data analysis and structured strategic thinking.

Join Our TeamWe are seeking a talented Senior Product Marketing Manager to take charge of our go-to-market strategies, lifecycle marketing initiatives, and product positioning. This pivotal role will be at the intersection of Product, Growth, and Engineering.In this dynamic and cross-functional position, you will collaborate closely with Product and Engineering teams to define launch criteria, develop comprehensive go-to-market plans, and ensure that all features are delivered with a compelling value proposition and measurable growth outcomes. Additionally, you will spearhead lifecycle marketing campaigns (including email, push notifications, and in-app messaging) to enhance activation, engagement, conversion, and retention rates.This role will report directly to the VP of Growth and will be instrumental in our efforts to scale customer acquisition and enhance customer lifetime value.

Join KKR as an Associate in our Financial Planning & Analytics (FP&A) team, where you will play a pivotal role in supporting senior management and business leaders by providing critical insights through management reporting, forecasting, and budgeting. This opportunity offers you the chance to enhance decision-making processes and develop innovative analytics that drive our Shared Services businesses. Collaboration with departments such as Operations, Finance, Audit, and Risk will be key, as you leverage your financial acumen and stakeholder management skills to foster a culture of excellence and results.

THE ROLEMissionAt Origin, we seek a visionary to shape the future of personal finance. This pivotal role will guide the core product experience utilized by millions, transforming how our members comprehend and manage their financial journeys.Your goal will be to evolve our Personal Finance Management (PFM) capabilities into a smart, proactive system that integrates spending, investing, and home finance. You will enhance our AI Advisor, provide seamless spending insights, and create personalized daily and weekly financial recaps that are indispensable for our users.This is a high-impact position that will be instrumental in establishing the foundation of Origin and will set the benchmark for contemporary financial guidance.

Join Accordion as an Adaptive Planning Consultant, where you will leverage your expertise in financial planning and analysis to help organizations optimize their budgeting and forecasting processes. As a key member of our consulting team, you will collaborate with clients to implement Adaptive Insights solutions tailored to meet their unique business needs.

The RoleWe are seeking a dynamic Chief Operating Officer (COO) to partner with the CEO and drive the operational framework of our organization.This is not a traditional process-oriented position; rather, it is a pivotal role focused on running the business.The COO will oversee daily operations across Customer Success, Customer Support, Finance, and Commercial execution, while fostering operational cadence, performance management, and cross-functional execution throughout the company. While the CEO will hone in on product strategy, strategic partnerships, and mergers & acquisitions, the COO will ensure swift, disciplined, and clear execution of company initiatives.This position represents a genuine #2 leadership role with extensive authority, significant scope, and substantial impact.

About the RoleWe are seeking a skilled Senior Manager of Strategy & Planning to lead our global Customer Success Strategy & Planning initiatives at MongoDB. In this pivotal role, you will immerse yourself in the core operations of our Sales and Customer Success divisions, forming essential relationships with senior leadership, mentoring your team, and spearheading initiatives aimed at driving sales growth. The ideal candidate possesses a deep understanding of team dynamics, a passion for data analysis to derive actionable insights, and excels at crafting narratives that empower our Sales team.As a key member of the Strategy and Planning team, which is part of our broader Sales Operations, you will function as a business partner to our Senior Leaders. This position provides an opportunity to act as the 'COO' of the Customer Success business, encompassing a wide array of strategic initiatives such as analyzing business inefficiencies, piloting innovative roles and engagement mechanisms, and deriving meaningful insights from sales data.

THE ROLEMissionAt Origin, your mission is to craft user-friendly, AI-enhanced financial experiences that convert data and user insights into actionable guidance. You will spearhead a comprehensive design process, integrating research, industry benchmarks, and exceptional design standards to produce intuitive and engaging user experiences. By collaborating with diverse teams, you will distill intricate financial information into refined, high-quality interfaces that empower users to make informed decisions and achieve financial growth.ResponsibilitiesEngage with cross-functional teams including product managers, engineers, and data scientists to deliver AI-driven, insights-focused user experiences.Transform research insights, user behavior data, and AI functionalities into clear, user-centric design solutions.Create user flows, wireframes, and prototypes that simplify complex financial data to enhance user engagement.

Why Join Great Gray Group?At Great Gray Group, we are committed to leading the retirement services sector by providing innovative retirement solutions that integrate our essential fiduciary services with diverse investment options, cutting-edge technology, and exceptional client support. Our mission is to simplify decision-making, facilitate seamless transitions, and enhance the client experience. We are constantly seeking ways to improve our services, strengthen business partnerships, and build trust with our clients.Position OverviewWe are excited to invite a Retirement Plan Specialist to join our dynamic Sales team at Great Gray Group. This hybrid role is pivotal in driving the distribution, growth, and adoption of our co-manufactured Target Date CIT solutions across various recordkeeper partners within a designated territory. The Retirement Plan Specialist will act as the principal liaison for recordkeepers, collaborating closely with Relationship Managers to promote the integration of our CIT solutions, while identifying avenues to strengthen partnerships and enhance our presence on their platforms. This position involves close collaboration with CIT sales teams, sharing leads, and engaging cross-functionally with CIT Sales, Investments, and Client Services. The Specialist will utilize CRM tools and data to efficiently manage their responsibilities within a results-driven portfolio of business.Work EnvironmentThis role is based in our Boston, MA office, supporting a hybrid model with four days in the office and one day working remotely.Note: Visa sponsorship or transfer is not available for this position. Candidates must have authorization to work directly for any employer in the United States without sponsorship.Key ResponsibilitiesConduct outbound calls and digital outreach to current and potential recordkeeper contacts and plan administrators within an assigned territory to promote and expand the availability of Great Gray’s co-managed Target Date CIT solutions.Establish and maintain strong relationships with recordkeeper contacts and Relationship Managers in the designated territory, serving as their main resource for education and support regarding co-manufactured TDF solutions, addressing operational inquiries, and facilitating business development activities.Gain in-depth knowledge of recordkeeping relationships and leverage this understanding to effectively meet the needs of our partners.

Why Join Great Gray Group?At Great Gray Group, we are committed to revolutionizing the retirement services landscape. Our mission is to provide innovative retirement solutions that blend our fundamental fiduciary services with diverse investment choices, cutting-edge technology, and exceptional client care. We prioritize clarity in decision-making, seamless transitions, and an enjoyable client experience. Our culture is one of continuous improvement—we actively seek opportunities to enhance our service, strengthen partnerships, and build trust with our clients.Role OverviewGreat Gray Group is on the lookout for a dedicated Retirement Plan Specialist to join our dynamic Sales team. This hybrid wholesaler position involves engaging both existing and potential advisor clients through proactive sales efforts, relationship management, and strategic territory development. The Retirement Plan Specialist will act as the primary contact for advisors in a designated territory, driving the sales of Great Gray’s CIT solutions while identifying avenues for deepening relationships and increasing revenue share. This role will work closely with sales leadership, collaborate across departments including Investments and Client Service, and utilize CRM tools to manage a high-volume, results-oriented portfolio of business. The Specialist’s responsibilities mirror those of our Retirement Plan Consultant but are focused on a smaller, concentrated geographic area.LocationThis position is based in our Boston, MA office. Great Gray Group supports a hybrid work model, requiring 4 days in the office and allowing 1 day to work remotely.Please note: Visa sponsorship or transfer of an existing visa is not available for this position. Candidates must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.Key ResponsibilitiesConduct a high volume of outbound calls and digital outreach to existing and prospective advisor clients within the assigned territory to advocate for, position, and sell Great Gray’s CIT solutions.Manage advisor relationships within a defined territory, acting as a trusted resource for daily inquiries, product updates, and business development initiatives.Achieve or surpass established activity KPIs, including daily outbound call quotas, scheduled meetings, new advisor activations, and contributions to the sales pipeline.Identify and develop larger sales opportunities within the territory, collaborating with senior external wholesalers to formulate and implement a coordinated territory strategy.Respond to inbound calls and inquiries from advisors and home office contacts, providing timely, informed responses regarding Great Gray’s product offerings.

Join Klaviyo as a Senior Manager in our Research and Development Finance Planning & Analysis team. In this pivotal role, you will lead financial planning and analysis for our R&D initiatives, ensuring that our innovative projects are financially viable and strategically aligned. You will work closely with cross-functional teams to provide insights and support that drive our growth and success.

About Merlin Labs: Merlin Labs is an innovative aerospace startup, supported by prominent venture capital, focused on revolutionizing aviation through the development of non-human pilots. Our mission is to facilitate both reduced crew and uncrewed flight operations, addressing critical challenges in the aviation industry. With backing from some of the world's top investors, we are rapidly expanding our capabilities to harness autonomy today.About You: You are a seasoned engineer with expertise in autonomous systems, aviation, and robotics, eager to steer Merlin's strategic initiatives in decision-making and behavior modeling for mission autonomy. Your comprehensive understanding of both commercial and military aviation empowers you to push technological boundaries in crewed and uncrewed operations, enhancing safety and providing essential support for military applications. You have hands-on experience in developing and implementing autonomy for airborne systems, a profound grasp of mission management techniques, and the ability to build and evaluate effective teams of autonomous systems. While your primary focus will be on leading and shaping technical direction, you are also willing to engage in practical software development and experimentation as needed.

Exciting Opportunity: Advisory Manager at Modera Wealth ManagementJoin our dynamic team at Modera Wealth Management, where we are currently seeking an Advisory Manager to lead a talented group of financial planning associates. This role, which can be based in any of our diverse office locations—including Boston, MA—will play a crucial part in delivering exceptional client service while managing team performance.Why Choose Modera Wealth?As an independent, fee-only advisory firm, Modera Wealth Management is dedicated to creating a positive and lasting impact in our clients' lives through comprehensive financial planning and strategic investment management. With over 40 years of experience, we pride ourselves on our commitment to personalized service, professional excellence, and a workplace culture that fosters growth and development. Our rapid expansion has led us to over 200 employees across 19 offices on the East Coast, managing more than $15 billion in assets for over 6,000 clients.Role Responsibilities:Lead and coordinate the Planning Associates' work to ensure timely and efficient delivery of financial planning services to advisors.Oversee the quality and accuracy of the financial plans, enforcing established best practices and protocols.Mentor and coach Planning Associates, providing constructive feedback and support.Manage daily personnel needs, including performance concerns and workload balancing.Communicate departmental goals and support team execution.Conduct regular one-on-one meetings to facilitate professional growth and align goals.Monitor progress towards SMART goals and adjust strategies as necessary.Conduct annual performance evaluations and contribute to team members’ development assessments.Collaborate with HR for career development initiatives for the team.

Why Join Great Gray Group?At Great Gray Group, we are committed to redefining the standards of the retirement services industry. Our aim is to provide cutting-edge retirement solutions that seamlessly integrate our core fiduciary services with an extensive range of investment options, state-of-the-art technology, and personalized client support. We prioritize clarity in decision-making, smooth transitions, and an exceptional client experience. We believe in continuous improvement and actively seek ways to enhance our service delivery and build trust with our clients.About the PositionWe are excited to welcome a Retirement Plan Consultant to our dynamic Sales team. In this hybrid wholesaler role, you will play a pivotal role in engaging both current and prospective advisor clients through proactive sales activities, relationship management, and strategic territory growth. As the primary liaison for advisors in your designated territory, you will be instrumental in promoting and selling Great Gray’s CIT solutions while uncovering opportunities to strengthen relationships and increase revenue share. This position collaborates closely with sales leadership and works cross-functionally with the Investments and Client Service teams, utilizing CRM tools and data to manage a high-impact, results-driven portfolio of business.Work EnvironmentThis role is based in our Boston, MA office, supporting a hybrid work model with four days onsite and one day remote.Please note that visa sponsorship or transfer is not available for this position. Candidates must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.Key ResponsibilitiesConduct a high volume of outbound calls and digital outreach to existing and potential advisor clients within your territory to effectively promote and sell Great Gray’s CIT solutions.Manage advisor relationships within your assigned territory, serving as a key point of contact for inquiries, updates, and business development initiatives.Aim to meet or exceed established performance metrics, including daily call targets, scheduled meetings, new advisor activations, and pipeline contributions.Identify and capitalize on larger sales opportunities within the territory by partnering with external wholesalers to implement a cohesive territory strategy.Respond to inbound calls and inquiries from advisors and other contacts, providing timely and informed answers regarding Great Gray’s product offerings and value propositions.Prepare and present persuasive proposals, presentations, and investment materials tailored to the specific needs of advisors and plan sponsors.Maintain precise and current records of client interactions and opportunities.

At WHOOP, we are revolutionizing the health and fitness industry with our state-of-the-art wearables designed to elevate human performance and enhance healthspan. Our mission is to empower individuals to improve their health and achieve peak performance by gaining profound insights into their bodies and daily habits.We are currently in search of a dynamic Senior Manager for Capital Planning who will spearhead capital improvement projects across our global portfolio of leased facilities. This pivotal role involves collaborating closely with the VP of Office Experience and Facilities to create impactful, forward-thinking environments. You will oversee projects from the initial planning stages through to execution and closure, ensuring that each initiative optimizes operational efficiency, enhances employee experience, and increases long-term asset value. By leveraging your financial acumen, vendor management skills, and ability to foster cross-functional collaboration, you will significantly influence the physical spaces that support our teams and drive WHOOP’s ambitious growth trajectory.This position is based in our Boston, MA office. The ideal candidate should be willing to relocate if necessary.