The Manager, FP&A will lead budgeting, forecasting, and reporting processes, providing financial insights to support decision-making and drive business performance.
About the Position
The Manager, FP&A will serve as a strategic partner to the business, driving financial visibility, operational excellence, and insight-driven decision-making. This role will lead budgeting, forecasting, and reporting processes while supporting the VP of FP&A in delivering timely financial intelligence to executive leadership.
About the Finance TeamThe finance team plays a critical role in FiscalNote’s Finance organization by providing actionable financial insights that guide strategic decisions. The team partners with business leaders across functions to optimize performance, support growth initiatives, and maintain best-in-class financial processes and systems. The finance team values collaboration, analytical rigor, and proactive problem-solving to enable the business to achieve its objectives.
About YouYou are a collaborative and business-savvy finance professional who thrives on translating complex data into actionable insights. Comfortable working with senior leaders, you are adept at driving strategic planning, forecasting, and analysis, while ensuring accuracy, efficiency, and process improvements. You have experience building financial models, leading reporting cycles, and partnering with cross-functional teams to support business growth. A proactive mindset, strong communication skills, and a focus on continuous improvement define your approach to work.
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What To Expect In This Position
- Lead the annual budgeting process, rolling forecasts, and multi-year financial models to support company growth objectives.
- Perform in-depth financial analysis, including margin analysis, OpEx/CapEx tracking, and KPI reporting.
- Prepare executive-level presentations and Board review materials, translating financial data into clear business insights.
- Serve as the primary finance liaison for business leaders, providing monthly budget vs. actual reporting and actionable recommendations.
- Support FP&A initiatives related to acquisitions, pricing strategy, ROI analysis, and other ad hoc corporate projects.
- Continuously optimize FP&A systems, processes, and workflows to improve efficiency and accuracy (Workday Adaptive Planning experience preferred).
- Collaborate closely with the VP of FP&A and senior leadership on strategic planning, performance monitoring, and operational finance initiatives.
- Participate in cross-functional meetings to provide financial insights and support business decision-making.
What Sets You Apart
- 5–7+ years of progressive FP&A, Corporate Finance, or Investment Banking experience.
- Hands-on experience with Workday Adaptive Planning, including model building, reporting, and scenario analysis.
- Advanced Excel skills (Power Query, Pivot Tables, complex logic) and familiarity with ERP systems (e.g., NetSuite).
- Strong communication skills with the ability to influence senior leaders and explain financial concepts to non-finance stakeholders.
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
- Proven ability to lead financial planning, analysis, and reporting for complex organizations.
- Comfortable working in a fast-paced, collaborative environment and managing multiple priorities simultaneously.
- (Preferred) Experience supporting earnings calls, investor reporting, and strategic initiatives for SaaS or technology businesses.
Excited about this role, but don't meet 100% of the expected qualifications listed above? We'd still love for you to apply!
When applying to FiscalNote, rest assured that your application is reviewed by a living, breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns? Contact recruiting.team@fiscalnote.com, we'd be happy to connect!
As part of FiscalNote's commitment to creating an accessible and inclusive hiring process, we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation, please send an email to recruiting.team@fiscalnote.com to let us know the nature of your request.
About FiscalNote
FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers with critical insights and the tools to turn them into action.
Home to CQ, FrontierView, VoterVoice, and many other industry-leading brands, FiscalNote helps organizations stay ahead of political and business risk.
At FiscalNote, We Lead with Values
Know your Audience ∙ Find the Truth ∙ Drive Alignment ∙ Level Up ∙ Own the Job ∙ Bias for Action ∙ Support the Family
Company Benefits
FiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance, ensuring all FiscalNoters can bring their authentic selves to work. We start by offering competitive salaries, retirement accounts, and equity packages to ensure we’re all FN owners. Plus, our comprehensive benefits packages align with regional requirements and expectations no matter where you are located across the globe. Learn more at https://careers.fiscalnote.com/benefits/.
FiscalNote values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, gender, race, religious beliefs, disability, sexual orientation or age. FiscalNote is an EEOC employer.
FiscalNote uses E-Verify to confirm the employment eligibility of all new employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.DHS.gov/E-Verify.
Top Skills
Advanced Excel
Erp Systems
NetSuite
Workday Adaptive Planning
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