Financial Planning & Analysis Manager

Farther · Hybrid - Irving, TX

Pay

$120k–175k

Setting

Hybrid

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Financial Planning & Analysis Manager Hybrid - Irving, TX or New York, NY Apply Company Description 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. 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'll own the financial planning engine: budgets, forecasts, models, and the stories that tie them together. You'll be a go-to partner for senior leadership, translating complex financials into clear, actionable insight and helping us make smarter bets as we scale. Your Impact 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 The Ideal Match 5+ years in FP&A or a related finance role (investment banking, consulting, or corporate finance all count) You can build a three-statement model and a complex operating model from scratch — no templates needed Advanced Excel skills; experience with financial planning tools like Adaptive, Anaplan, Pigment, or similar You know how 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 — you can walk a non-finance audience through a complicated financial picture and make it land Bonus Points Background at a high-growth startup or financial services company Hands-on experience with Datarails for financial planning and reporting Familiarity with NetSuite or a comparable ERP CPA, CFA, or MBA are appreciated but not a requirement Why Join Us Competitive comp package that rewards impact 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 Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk! Ready to disrupt wealth management? Let's talk! Create a Job Alert Interested in building your career at Farther? Get future opportunities sent straight to your email. Create alert Apply for this job * indicates a required field Autofill my application First Name* Last Name* Email* Phone Country* Phone* Resume/CV* Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Where are you currently located? * Are you able to commit to a hybrid in office schedule in Irving, TX or New York, NY?* Select... What are your compensation expectations? * Do you now, or will you in the future, require working authorization or a work visa to work in the US?* Select... LinkedIn Profile Website How did you hear about Farther? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Farther’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. 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