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# Head of FP&A with a FinTech Startup – Atlanta, GA


Role Overview for Head of FP&A with a FinTech Startup – Atlanta, GA
JRG Partners is proud to partner with a revolutionary, venture-backed FinTech startup poised to disrupt the financial services landscape. Based in the vibrant tech hub of Atlanta, GA, our client is on a mission to democratize complex financial tools through innovative technology. As they enter a critical phase of hyper-growth, we are seeking a visionary and strategic Head of Financial Planning & Analysis (FP&A) to join their executive team. This is not just a finance role; it is a cornerstone position that will shape the company’s future, drive strategic decision-making, and build the financial infrastructure necessary for scalable success.
The ideal candidate is a seasoned finance leader with a deep passion for the FinTech space and a proven track record of building and scaling FP&A functions within dynamic, fast-paced environments. You will be the primary architect of the company’s financial narrative, translating complex data into actionable insights for the CEO, board of directors, and investors.
You will be responsible for everything from long-range strategic planning and intricate financial modeling to insightful performance analysis and robust budgeting processes. This role requires a unique blend of strategic foresight, analytical rigor, and hands-on execution. You must be comfortable rolling up your sleeves to build models from scratch while also operating at a high level to influence key business decisions. If you are an ambitious finance professional eager to make a tangible impact at a company on the verge of exponential growth, this is a career-defining opportunity.
Key Responsibilities of Head of FP&A with a FinTech Startup – Atlanta, GA
Strategic Financial Planning
Lead the development of the company’s long-range financial plan, annual operating budget, and periodic forecasts. Partner directly with the executive team to align financial targets with strategic business objectives and growth initiatives.
Financial Modeling & Analysis
Build, maintain, and enhance complex financial models to support strategic planning, fundraising activities, M&A evaluation, and other ad-hoc financial projects. Your models will be the foundation for critical business decisions.
Performance Reporting & KPIs
Develop and manage a comprehensive suite of financial and operational KPIs. Prepare insightful monthly, quarterly, and annual financial reports and presentations for the leadership team, board of directors, and investors. Your analysis will go beyond the numbers to tell the story of business performance.
Variance Analysis
Conduct detailed variance analysis of actual results against budget, forecast, and prior periods. Provide clear, concise commentary on performance drivers, identify key trends, and communicate potential risks and opportunities to stakeholders.
Business Partnership
Serve as a trusted financial advisor to department heads across the organization (including Sales, Marketing, Product, and Engineering). Provide financial guidance and analytical support to help them manage their budgets, evaluate new initiatives, and optimize resource allocation.
Cash Flow Management
Develop robust cash flow forecasting models to manage liquidity and optimize working capital. Ensure the company is well-capitalized to fund its aggressive growth plans.
Fundraising & Investor Relations
Play a pivotal role in future fundraising efforts by preparing investor presentations, managing due diligence processes, and building sophisticated models to support valuation discussions.
Process Improvement & Scalability
Identify opportunities to streamline and automate financial processes. Implement new systems, tools, and best practices to build a scalable FP&A function that can support the company’s rapid growth. This includes leveraging modern rolling forecast methodologies to enhance agility.
Team Leadership
Recruit, mentor, and develop a high-performing FP&A team as the company scales. Foster a culture of excellence, collaboration, and continuous improvement within the finance organization.
Requirements for the Head of FP&A with a FinTech Startup – Atlanta, GA
Educational Background
Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. An MBA, CFA, or CPA is highly preferred.
Professional Experience
A minimum of 10-12 years of progressive experience in finance, with at least 5 years in a senior FP&A leadership role.
Industry Expertise
Demonstrable experience within a high-growth technology environment is essential. Prior experience in FinTech, SaaS, or a venture-backed startup is strongly preferred. Experience with investment banking or private equity is a plus.
Technical Skills
Expert-level proficiency in Microsoft Excel and financial modeling is non-negotiable. Deep experience with financial planning software (e.g., Anaplan, Adaptive Insights, Planful) and BI tools (e.g., Tableau, Power BI) is required. Familiarity with ERP systems (e.g., NetSuite, SAP) is also important.
Strategic Mindset
Proven ability to think strategically and translate business goals into financial plans and actionable insights. You must be able to see the big picture while maintaining a strong grasp of the details.
Analytical Acumen
Exceptional analytical, quantitative, and problem-solving skills. You possess an innate curiosity and a talent for dissecting complex problems and communicating solutions in a clear, concise manner.
Leadership & Communication
Superior communication and presentation skills, with the ability to influence and build credibility with senior executives, board members, and cross-functional teams. Proven experience in building and leading teams.
Adaptability
A proactive, self-starter attitude with the ability to thrive in a fast-paced, ambiguous, and rapidly changing startup environment. You are comfortable with ambiguity and can pivot quickly as business needs evolve.
Benefits & Perks Offered
Our client believes in investing in their people and offers a highly competitive compensation and benefits package designed to attract and retain top talent. This includes:
Competitive Salary & Equity
A compelling base salary complemented by a significant equity package, ensuring you have a meaningful stake in the company’s success.
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your dependents, with a significant portion of premiums covered by the company.
Retirement Planning
A 401(k) plan with a generous company match to help you save for your future.
Generous Paid Time Off
A flexible and generous PTO policy, including company-wide holidays, to encourage a healthy work-life balance.
Parental Leave
Comprehensive paid parental leave for all new parents.
Professional Development
A dedicated annual budget for conferences, courses, certifications, and other professional growth opportunities.
Wellness Stipend
A monthly stipend to be used for gym memberships, fitness classes, mental health apps, or other wellness activities.
Modern Work Environment
A state-of-the-art office in Atlanta, GA, with a hybrid work model offering flexibility. The office is stocked with healthy snacks, drinks, and catered lunches.
Dynamic Culture
An opportunity to work with a brilliant, passionate, and collaborative team in an inclusive and innovative environment where your voice is heard and your impact is visible.
How to Apply
JRG Partners is exclusively managing the recruitment for this pivotal Head of FP&A position. If you are a results-driven finance leader ready to take on the challenge of scaling a disruptive FinTech startup, we want to hear from you. To be considered for this opportunity, please submit your resume and a cover letter detailing your relevant experience and why you are the ideal candidate for this role.
You can apply directly through this posting or explore other exciting opportunities on our Finance & Accounting practice area page. We look forward to reviewing your application and discussing how you can contribute to our client’s incredible journey.