Role Overview for Head of FP&A with a FinTech Startup – Austin, TX
JRG Partners is proud to partner with a revolutionary, high-growth FinTech startup poised to disrupt the financial services industry. Located in the vibrant tech hub of Austin, TX, our client is on a mission to democratize complex financial tools through an innovative and user-centric platform. With significant venture capital funding and a rapidly expanding user base, they are entering a critical phase of scaling. To navigate this exciting journey, they are seeking a strategic, analytical, and visionary Head of Financial Planning & Analysis (FP&A) to join their executive leadership team.
This is not just a numbers role; it is a pivotal strategic position that will shape the future of the company. Reporting directly to the Chief Financial Officer (CFO), the Head of FP&A will be the financial conscience of the organization, a key business partner to the CEO and other department heads, and the architect of the company’s financial roadmap. You will be responsible for building and leading a world-class FP&A function from the ground up, providing the critical insights and data-driven analysis that will guide strategic decisions, optimize resource allocation, and fuel sustainable growth.
The ideal candidate is a seasoned finance leader who thrives in a fast-paced, ambiguous startup environment, possesses a deep understanding of SaaS and FinTech business models, and has a proven track record of scaling finance operations. You will be instrumental in everything from long-range strategic planning and fundraising to day-to-day operational analysis and performance management. If you are a builder at heart and are passionate about leveraging finance to drive business impact, this is a unique opportunity to make your mark on a future industry leader.
Key Responsibilities of Head of FP&A with a FinTech Startup – Austin, TX
As the Head of FP&A, you will own the full spectrum of financial planning and analysis. Your responsibilities will be broad and impactful, requiring a blend of strategic thinking, technical expertise, and leadership acumen. You will be expected to:
Strategic Financial Planning
Lead the development of the company’s long-range financial plan, annual operating budget, and rolling forecasts. You will collaborate closely with the executive team to translate strategic initiatives into a comprehensive financial model that serves as the company’s operating blueprint.
Advanced Financial Modeling
Build, maintain, and enhance sophisticated and dynamic financial models to support a wide range of strategic and operational activities. This includes developing models for new product launches, market expansion, M&A evaluation, capital allocation decisions, and future fundraising rounds (Series B, C, and beyond).
Performance Analysis & Management Reporting
Drive a deep understanding of business performance by leading the monthly, quarterly, and annual financial reporting processes. You will be responsible for preparing detailed variance analysis (budget vs. actual), identifying key trends, and communicating actionable insights to stakeholders through clear and concise management dashboards, board materials, and investor updates.
Business Partnership & Decision Support
Act as a trusted financial advisor to department leaders across the organization (Product, Engineering, Marketing, Sales, etc.). You will provide them with the financial tools, data, and insights necessary to manage their budgets, evaluate ROI on key initiatives, and make informed, data-driven decisions that align with overall company goals.
KPI Development and Tracking
Define, track, and analyze key financial and operational metrics (e.g., LTV, CAC, ARR, Churn, Gross Margin). You will establish a robust framework for performance measurement and create dashboards that provide real-time visibility into the health of the business for the leadership team.
Team Leadership & Development
Recruit, train, and mentor a high-performing FP&A team. You will foster a culture of excellence, intellectual curiosity, and continuous improvement, empowering your team to become true strategic partners to the business.
Process & Systems Implementation
As the company scales, you will lead the evaluation and implementation of new financial planning systems and business intelligence (BI) tools to enhance efficiency, accuracy, and analytical capabilities. You will champion the adoption of best practices in financial planning and analysis to build a scalable and robust finance infrastructure.
Capital Markets & Investor Relations Support
Play a critical role in supporting future fundraising efforts by preparing investor presentations, managing due diligence processes, and articulating the company’s financial story to potential investors. You will also assist in maintaining ongoing relationships with the investment community.
Requirements for the Head of FP&A with a FinTech Startup – Austin, TX
We are seeking an exceptional candidate who meets the following qualifications. The right individual will not only have the technical skills but also the leadership presence and strategic mindset to excel in this role.
Educational Background
Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field is required. An MBA from a top-tier institution and/or a CPA/CFA designation is highly preferred.
Professional Experience
A minimum of 10-12 years of progressive experience in corporate finance, with at least 5 years in a leadership role within an FP&A function. Direct experience in a high-growth technology startup, preferably within the FinTech or SaaS industry, is essential. Experience seeing a company through significant scaling (e.g., from Series A/B to Series D/E or IPO) is a strong plus.
Technical Skills
- Expert-level proficiency in financial modeling and valuation. You must be able to build complex, three-statement financial models from scratch with ease.
- Advanced mastery of Microsoft Excel and PowerPoint is non-negotiable.
- Deep experience with financial planning software (e.g., Anaplan, Adaptive Insights, Planful) and ERP systems (e.g., NetSuite, SAP).
- Proficiency with BI and data visualization tools such as Tableau, Power BI, or Looker.
- Solid understanding of U.S. GAAP accounting principles.
Leadership & Communication Skills
Proven ability to build, lead, and mentor a team. You must possess exceptional communication and presentation skills, with the ability to distill complex financial concepts into clear, actionable insights for both financial and non-financial audiences, including C-level executives and the Board of Directors.
Strategic & Analytical Mindset
A highly analytical and strategic thinker who can see the big picture while also being detail-oriented. You must be comfortable with ambiguity and have a strong ability to solve problems, challenge assumptions, and make data-driven recommendations.
Personal Attributes
A proactive, self-starting individual with a strong work ethic and a ‘get-it-done’ attitude. You must be adaptable, resilient, and able to thrive in the dynamic, fast-paced, and often unstructured environment of a startup. A high degree of integrity and a collaborative spirit are essential.
Benefits & Perks Offered
Our client believes in investing in their people and offers a highly competitive and comprehensive benefits package to attract and retain top talent. This includes:
Competitive Compensation
A compelling base salary, performance-based bonus, and a significant equity package, providing 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 plan for your future.
Flexible Time Off
An unlimited Paid Time Off (PTO) policy, complemented by company-paid holidays, encouraging a healthy work-life balance.
Family Support
Generous paid parental leave policies for all new parents.
Professional Growth
A substantial annual stipend for professional development, including conferences, certifications, and continuing education.
Vibrant Work Environment
A modern, collaborative office space in the heart of Austin, fully stocked with healthy snacks, beverages, and catered lunches.
Wellness Programs
A monthly wellness stipend that can be used for gym memberships, fitness classes, mental health apps, and more.
How to Apply
This is a retained search exclusively managed by JRG Partners. If you are a visionary finance leader ready to build and scale a world-class FP&A function at a category-defining FinTech company, we want to hear from you. Please submit your resume and a cover letter detailing your relevant experience and why you are the ideal candidate for this transformative role.
To express your interest, please apply through our portal or learn more about our expertise by visiting our Finance & Accounting executive search practice area. We look forward to reviewing your application. JRG Partners and our client are Equal Opportunity Employers.
