FP&A Manager supporting financial performance analysis, forecasting, and reporting for CQG acquisition at Broadridge. Collaborating with senior leadership and operational teams in a dynamic environment.
About the role
- Vice President of Strategic Finance at aerospace startup Merlin Labs, driving investor relations and financial decision-making with a focus on long-term growth.
Responsibilities
- Support the end-to-end investor relations operating model, including earnings preparation, investor and analyst materials, KPI definition and narrative consistency, guidance posture (as applicable), investor outreach tracking, and partnership with the CFO and CEO on disciplined investor communications and repeatable quarterly and annual IR workflows.
- Own short- and medium-term liquidity planning through 13-week cash forecasting, scenario and sensitivity modeling, runway and capital allocation analysis, covenant compliance, and ongoing engagement with banking partners.
- Lead treasury operations and strategy encompassing payments and disbursements, investment policy execution, debt facilities, FX exposure (as applicable), insurance coordination, and establishment of public-company-appropriate treasury policies and controls.
- Partner with the Controller and IT to design and implement scalable, public-company-ready financial systems that support planning, forecasting, management and external reporting, unit economics, and investor-grade analytics.
- Prepare and elevate finance-related Board and executive materials, including liquidity and capital structure updates, capital allocation frameworks, scenario analyses, and strategic finance deep dives, with a focus on clear, consistent financial storytelling.
- Provide financial leadership for corporate development activities, including deal modeling, valuation, return and synergy analysis, integration planning, post-close tracking, and coordination with the Controller and external advisors on purchase accounting.
- Build and scale a high-performing Strategic Finance function while serving as a trusted partner across Product, Engineering, Operations, Legal, and People, and driving a culture of rigor, ownership, and sound financial decision-making.
Requirements
- 12+ years of experience in strategic finance, FP&A, investment banking, private equity, or a combination thereof.
- Prior experience supporting a public company, IPO, or de-SPAC strongly preferred.
- Deep understanding of investor-facing financials, liquidity management, and capital markets.
- Strong modeling and analytical skills with the ability to translate complexity into clear executive-level insights.
- Experience building or operating scalable financial systems and processes.
- Proven ability to work effectively with Boards, investors, banks, and external advisors.
- Excellent judgment, communication skills, and executive presence.
Benefits
- health
- dental
- life
- unlimited vacation
- 401k with match
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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