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About the Role
Farther's Finance team sits at the intersection of strategy and execution, turning data into decisions that shape how we grow. As our FP&A Manager, you will own the financial planning engine: budgets, forecasts, models, and the stories that tie them together. You will be a go-to partner for senior leadership, translating complex financials into clear, actionable insight and helping us make smarter bets as we scale.
Responsibilities
- Lead the annual budgeting process and quarterly reforecasts, coordinating inputs across every function in the business
- Build and own monthly management reporting packages — variance analysis, clear narratives, drivers vs. plan
- Develop dynamic financial models for long-range planning, scenario analysis, and business case evaluations
- Partner directly with business leaders to provide financial guidance, challenge assumptions, and support data-driven decisions
- Track KPIs and operating metrics, surfacing risks and opportunities to leadership before they become problems
- Own and continuously improve our financial planning infrastructure — tools, templates, and processes
- Support board and investor reporting, including prep materials and ad hoc analysis
- Collaborate with Accounting on the close process so actuals flow cleanly into reporting and forecast models
Requirements
- 5+ years in FP&A or a related finance role (investment banking, consulting, or corporate finance all count)
- Ability to build a three-statement model and a complex operating model from scratch
- Advanced Excel skills
- Experience with financial planning tools like Adaptive, Anaplan, Pigment, or similar
- Ability to turn a mountain of data into an exec-ready output without losing the story
- Comfortable in a fast-moving, ambiguous environment where priorities shift and you adapt quickly
- Strong communicator — ability to walk a non-finance audience through a complicated financial picture and make it land
- Background at a high-growth startup or financial services company is a plus
- Hands-on experience with Datarails for financial planning and reporting is a plus
- Familiarity with NetSuite or a comparable ERP is a plus
- CPA, CFA, or MBA are appreciated but not a requirement
Skills
- FP&A
- Financial modeling
- Budgeting
- Forecasting
- Variance analysis
- Management reporting
- KPI tracking
- Financial planning infrastructure
- Board reporting
- Investor reporting
- Excel
- Adaptive
- Anaplan
- Pigment
- Datarails
- NetSuite
Experience Level
- 5+ years
Education Level
- CPA
- CFA
- MBA
Benefits
- Competitive comp package that rewards impact
- Full health benefits
- 401(k) matching
- Roth IRA options
- Unlimited PTO
About the Company
- Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
- Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
- We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
- Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more.
- If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand