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Electronic Systems Technician
Vector Security and Vector Security Networks
Pittston, PA
…managed services solutions serving residential, commercial, and enterprise customers across North America. Through our Residential and Commercial business units, Vector Security delivers…
Added just now
Senior Commercial Business Systems Manager
Hearst
Carmel, IN · Durham, NC · South San Francisco, CA
First Databank (FDB) is currently seeking a Senior Commercial Business Systems Manager. FDB is evolving its Business Systems function for an AI-enabled future. The position will lead a…
Added 2 mins ago
Manager, CRM & Program Enablement
Remote, United States
The Manager, CRM and Program Enablement, serves as the embedded Salesforce and operations partner for Corporate Programs and Nonprofit and Impact Programs. The role gathers program…
Added 3 mins ago
Senior Business Architect
Future Works
Remote, United States
As the Senior Business Architect, you will lead operations strategy and business transformation for a major enterprise client in healthcare and consumer goods. You will own the end-to-end…
Added 5 mins ago
OGC Administrative Manager – Contract Review & Risk Management
Latham & Watkins LLP
New York, NY · Los Angeles, CA · Chicago, IL · Washington, D.C., DC
The OGC Administrative Manager – Contract Review & Risk Management is an integral part of Latham’s Office of the General Counsel team. This role will be responsible for serving as the…
Added 5 mins ago
Experience Improvement and Innovation Program Manager
UCM
Chicago, IL · IL
…visitors across the UChicago Medicine (UCM) health system. The Program Manager is responsible for will be responsible for setting and executing UCM’s plans for continuous improvement in…
Added 6 mins ago
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Accounting Administrator I (Specialist)
CA Department of Tax and Fee Administration
CA
- $6,623 to $8,290 USD / month
Under general direction of the Accounting Administrator II (Manager), the Accounting Administrator I (Specialist) serves as a staff specialist responsible for the evaluation of complex…
Added 9 mins ago
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Senior Project Manager
Kforce
Irvine, CA
- $75 to $85 USD / hour
Kforce has a client in Irvine, CA that is seeking a Senior Project Manager that leads the successful delivery of large-scale, complex initiatives across business, technology, operations,…
Added 10 mins ago
Unified Communications Administrator
CACI
Washington, DC · Washington
CACI is currently seeking a talented Unified Communications and Collaboration (UC&C) Operations Technician to provide maintenance and advanced support for customers globally. The successful…
Added 13 mins ago
Global Network Security Team Lead (Firewall & Network Security Operations)
American Honda Motor Co., Inc.
Marysville, OH · Raymond, OH · Greensboro, NC
Manager Lease Car Program (No Cost - Car, Maintenance, and Insurance included)
Added 14 mins ago
Procurement Specialist II
UWSTO University of Wisconsin Stout Polytechnic
Menomonie, WI
Experience in purchasing, accounts payable, finance, accounting, business operations, office administration, or a
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Maintenance Tech Specialist
Federal Express Corporation
SAINT PETERS, MO
Multiple certificates and degrees may be assessed by manager and HR to determine relevancy to minimum qualifications and experience
Added 30 mins ago
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Maintenance Manager
Saint-Gobain
FREMONT, CA
- $102,000 to $158,000 USD / year
The Maintenance Manager provides leadership and strategic direction for all plant maintenance, reliability, and engineering activities to ensure safe, efficient, and cost-effective…
Added 31 mins ago
Program Manager III, Logistics Planning and Order Management, Cloud Logistics
Google
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As a Program Manager, you will lead the conceptualization, design, and implementation of end-to-end business processes and enterprise system solutions across advanced supply chain planning…
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Product Manager, AI SASE Platform
Cisco
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As a Product Manager for the SASE (Secure Access Service Edge) Platform at Cisco, you will spearhead our pivot toward an AI-driven, agentic operating model. Your core mission is to…
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Supplier Development Lead (Remote)
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sacramento, CA
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
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Sr. Relationship Manager
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The Sr. Relationship Manager owns the onboarding, operational relationship, and business readiness for assigned Distribution partners, ensuring NLG delivers a coordinated, effective…
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iPipeline Inc
Wayne, PA
The Manager, IT Support manages the daily operations and staff of the Company's IT Support / Help Desk function, ensuring the delivery of high-quality, timely, and user-friendly technical…
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Security Data Product Architect - CTO Office
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Understanding of the day-to-day functions of security operations, threat and vulnerability management and product security teams, and the visibility challenges they face in large enterprise…
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Transaction Specialist
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Reporting to the Service Facility Finance Manager, the Transaction Specialist supports the financial operations of the Cornell Laboratory for Accelerator-Based Sciences and Education…
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Sr. Manager, Claims - General Liability
Target Enterprise Inc
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As a Sr. Claims Manager, General Liability/Auto Liability, you will manage claims processes and outcomes for both litigated and non-litigated claims. You will be a subject matter expert…
Added 45 mins ago
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Fleet Administrative Assistant
TWO-TAC LLC
Manassas Park, VA
- $19 to $26 USD / hour
We are seeking a highly detail-oriented and proactive Fleet Administrative Assistant to join our Fleet Operations team, reporting directly to the Senior Fleet Manager. This role will focus…
Added 48 mins ago
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Senior Advisor, Digital Strategy
City of New York
New York City, NY
- $180,000 to $190,000 USD / year
…implementation of technology solutions that strengthen child care program delivery across multiple agencies and offices. This role works at the intersection of child care policy,…
Added 49 mins ago
Business Insights Specialist (US)
TD Bank, N.A.
Mount Laurel, NJ · Wilmington, DE · NY
Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs
Added 54 mins ago
Manager, IT Support
iPipeline
Wayne, PA
The Manager, IT Support manages the daily operations and staff of the Company's IT Support / Help Desk function, ensuring the delivery of high-quality, timely, and user-friendly technical…

Advisor360°, LLC

FP&A Manager

Needham, MA, United States

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Job details

Experience: 6+ years of progressive experience in FP&A, corporate finance, strategic finance, or a related financial function.
Posting language: English
Posted: Nov 2, 2026

Original job description

Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction.

With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect - and the operational independence that modern advisors demand.

Join us at a pivotal moment: we're a team of builders and innovators rearchitecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.

Advisor360° is seeking a strategic, analytical, and hands-on Financial Planning & Analysis (FP&A) Manager, to drive financial planning, forecasting, reporting, and high-impact financial initiatives across the organization. Reporting to the Controller, this role will serve as a senior individual contributor responsible for managing complex financial projects, improving planning processes, and delivering actionable insights that inform business decisions. You will partner closely with leaders across Finance, Sales, Product, Engineering, HR, and other functions to evaluate business performance, support strategic initiatives, and strengthen financial visibility. The ideal candidate brings deep financial modeling expertise, strong project management capabilities, and a technology-forward mindset. You are comfortable taking ownership of initiatives from concept through execution, influencing stakeholders, and leveraging automation and AI to build more efficient and scalable financial processes.

Here’s What You’ll Do:

Financial Planning, Budgeting & Forecasting

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Drive key components of the annual operating plan and budgeting process, coordinating timelines, deliverables, and inputs across business functions.
Develop and maintain rolling financial forecasts covering revenue, bookings, operating expenses, headcount, and cash flow.
Manage monthly budget-versus-actual analysis, investigate material variances, and provide actionable insights to Finance leadership and business partners.
Partner with HR and functional leaders on headcount planning, compensation forecasting, and workforce scenario analysis.
Identify and implement improvements to financial planning processes, forecasting methodologies, and reporting accuracy.
Strategic Financial Modeling & Analysis

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Develop and maintain complex financial models to evaluate enterprise deals, multi-year renewals, pricing strategies, and investment opportunities.
Lead financial analysis projects supporting cost optimization, resource allocation, and long-term business planning.
Conduct scenario and sensitivity analyses to assess financial risks, opportunities, and potential business outcomes.
Analyze customer profitability, cost-to-serve, unit economics, and financial performance across business segments.
Support the SVP, Strategic Finance with strategic financial initiatives, valuation analysis, and capital allocation decisions.
Present financial findings and recommendations to stakeholders to support data-driven decision-making.
Executive Reporting & Business Insights

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Develop monthly financial reporting packages, executive presentations, and supporting analyses for leadership and board discussions.
Track and analyze key financial and operational metrics, including ARR, bookings, revenue, margins, headcount, and Rule of 40 performance.
Translate complex financial data into clear insights, highlighting trends, risks, and opportunities.
Partner with stakeholders to ensure consistency and accuracy across financial reporting and KPI definitions.
Build and enhance dashboards and reporting tools that improve visibility into financial and operational performance.
Cross-Functional Partnership & Project Management

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Serve as a strategic finance partner to department leaders, providing financial insights and guidance to support business objectives.
Lead cross-functional financial projects, managing deliverables, timelines, and stakeholder coordination from initiation through completion.
Partner with Sales and Revenue Operations on revenue forecasting, pipeline analysis, sales capacity planning, and commercial performance.
Support pricing and packaging initiatives through financial analysis and scenario modeling.
Collaborate with Engineering and Procurement to evaluate technology costs, vendor spend, and cost optimization opportunities.
Identify financial and operational improvement opportunities and drive initiatives that enhance efficiency and business performance.
Financial Systems, Automation & AI

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Drive projects focused on improving financial planning systems, reporting capabilities, and data integration.
Support the evaluation, implementation, and optimization of modern FP&A platforms.
Partner with Finance, Data, and Technology teams to streamline reporting and integrate financial information across systems such as Campfire, HubSpot, Rippling, Ramp, Snowflake, and Power BI.
Leverage AI tools to automate recurring analyses, accelerate financial modeling, and improve reporting efficiency.
Identify opportunities to reduce manual processes and develop scalable, technology-enabled financial workflows.
Establish documentation, process standards, and controls to support accurate and repeatable financial reporting.

What You Bring

6+ years of progressive experience in FP&A, corporate finance, strategic finance, or a related financial function.
Experience in B2B SaaS, financial technology, or another recurring-revenue business environment.
Advanced financial modeling expertise, including three-statement models, scenario analysis, forecasting, and complex financial evaluations.
Demonstrated experience managing complex financial projects and driving initiatives across multiple business functions.
Strong experience with annual budgeting, rolling forecasts, financial reporting, and variance analysis.
Solid understanding of SaaS financial metrics, recurring revenue models, and enterprise contract economics.
Advanced Excel skills and experience working with financial planning platforms, reporting tools, and large datasets.
Ability to independently manage competing priorities, drive projects forward, and deliver accurate, high-quality work.
Experience using AI tools, automation, or emerging technologies to improve financial workflows and reporting.
Strong communication and presentation skills, with the ability to influence stakeholders and explain complex financial concepts.
Bachelor's degree in Finance, Accounting, Economics, or a related field.

Why You’ll Love Working Here:

It’s not just about work - it’s about building a career and enjoying the ride! Here’s what you can expect: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

The estimated base salary range for this position is $135,000-$149,000 + bonus & equity. Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law. Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA.. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking. Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.

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