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Lead FP&A

Melio · New York City · United States · Hybrid

Pay: USD 164,000 – 190,000 a year

Posted Oct 8, 2026

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Lead FP&A Location: Hybrid in NYC (3 day in-office requirement) Qualifications: Deep FP&A or strategic finance experience, including building and owning complex financial models that connect operational and product-level drivers to the P&L Experience partnering directly with Partnerships, Business Development, Sales, or other commercial organizations , with the ability to evaluate deal economics, investment decisions, and ongoing partner performance Strong understanding of SaaS, fintech, payments, or other businesses with subscription and/or transaction-based revenue models Advanced financial modeling skills and the ability to translate complex analysis into clear recommendations for senior leadership Strong planning systems experience, with the ability to understand how business drivers, assumptions, and reporting structures should translate into scalable financial models The ability to challenge assumptions, identify risks and opportunities, and operate as a strategic thought partner rather than simply reporting results Strong executive communication skills and the ability to make complex financial concepts understandable to non-financial stakeholders Experience reviewing and improving the work of other finance professionals and helping establish consistent modeling and analytical standards Bonus points: Deep hands-on Anaplan experience , including building or maintaining models, improving model architecture, developing reporting, and translating business requirements into scalable planning solutions Experience supporting a Partnerships, Business Development, or channel organization in a fintech, SaaS, or payments environment Experience evaluating partnership economics, including acquisition costs, revenue share, pricing, margins, customer activation, retention, and lifetime value Experience with Snowflake or working directly with large financial and operational datasets Experience through an acquisition or integration, particularly within a larger parent company A history of introducing new analytical, forecasting, or modeling standards across a finance organization Experience preparing materials and analysis for CFO, CEO, or Board-level audiences A day in the life and how you’ll make an impact: Serve as the primary Finance partner for the Partnerships organization , developing a deep understanding of the partner portfolio, pipeline, economics, and strategic priorities Build business cases for new and existing partnerships, evaluating customer acquisition, activation, revenue, margin, retention, investment requirements, and long-term value Partner with Partnerships leadership to establish targets, evaluate performance, identify risks and opportunities, and incorporate the latest outlook into the broader financial forecast Own and improve key Anaplan models and planning processes , ensuring our financial models are scalable, well-structured, and connected to the way the business actually…