Generate Capital

Finance

SeniorManager,FP&A

$175–210k San Francisco, California, United States FULL TIME Remote Friendly
The Brief

“Senior Manager, FP&A at Generate Capital. Skills: Corporate FP&A, Financial modeling, Team development. Own day-to-day FP&A operations. Manage and prioritize team workload”

Industry & Context.

Finance
Problems you'll solve

Problem-solving; Intellectual agility

What They're Looking For.

Must Have

8+ years finance/accounting experience, Meaningful corporate FP&A experience, Bachelor's Degree in Finance, Accounting, Economics, or related, Ability to build 3-statement financial model, Experience with corporate ERP/EPM systems, Experience with data analysis/automation tools

Nice to Have

Experience in complex, multi-entity businesses, Experience with Adaptive Insights, Anaplan, Microsoft Business Central, Experience with SQL, Power BI, Python, AI/LLMs

What You'll Do.

Own day-to-day FP&A operations

Manage and prioritize team workload

Mentor and develop FP&A team

Design high-impact financial models

Coordinate actual vs. budget and forecasts

Ensure models comply with reporting standards

Incorporate new business lines into models

Own Corporate SG&A reporting

Partner with People team for headcount forecasting

Forecast functional department non-labor

Execute quantitative and qualitative analyses

Ensure FP&A reporting consistency

Resolve reporting discrepancies

Lead annual budgeting

Improve forecasts with cross-functional partners

Use financial data to develop narratives

Draw conclusions from financial data

Make recommendations to senior management

Lead preparation of management reports

Lead preparation of board meeting materials

Rethink FP&A reporting outputs

Spearhead automation and systems improvements

Drive automation of FP&A outputs

How You'll Work.

Team & Collaboration

Partner with business leaders; Coordinate with underwriting; Coordinate with asset management; Cross-functional collaboration; Partner with legal; Partner with capital markets; Partner with underwriting

Communication Scope

Presenting company performance; Senior conversations; Develop narratives; Make recommendations; Management reports; Board meetings; Interpersonal skills; Writing skills; Editing skills; Basic design skills

Process & Methodology

EPM transition leadership

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