Assistant Manager overseeing operations and client experience at financial center in Brooklyn. Leading team to drive operational excellence and manage organizational priorities.
About the role
- Manager of FP&A at Algo, leading global budgeting and forecasting processes. Collaborating across departments to optimize resources and drive strategic decision-making in a hybrid role.
Responsibilities
- Lead global budgeting, forecasting, and long-range planning processes across departments
- Build and maintain dynamic financial models to support scenario planning and strategic decision-making
- Partner with Sales, Marketing, Product, Engineering and Services to drive cross-functional initiatives and optimize resource allocation
- Own monthly and quarterly reporting packages, including variance analysis and executive dashboards
- Translate complex financial data into clear, actionable insights for non-finance stakeholders
- Drive automation and process improvement across FP&A workflows
- Support board-level reporting and investor communications
- Be hands-on with Excel, NetSuite, and other financial systems—this is not a “review and delegate” role
- Major contributor to the company’s M&A and post-merger integration strategy and execution
Requirements
- 7–10 years of progressive FP&A experience
- MBA or CPA/CFA designation
- Advanced Excel and PowerPoint skills
- Hands-on experience with Salesforce.com and NetSuite
- Proven ability to lead cross-functional initiatives
- Strong business acumen and executive presence
- Willingness to dive deep and execute directly
- Prior experience in a global tech or SaaS environment
- Familiarity with FP&A tools (e.g., Datarails, Mosiac) and BI tools (e.g., Tableau, Power BI)
- Exposure to M&A modeling or capital planning
- Experience managing or mentoring junior Analysts
- Experience in remote-first or hybrid teams
Benefits
- Remote-first flexibility with in-person collaboration
- Competitive compensation package
- Comprehensive health, dental, and vision coverage
- Generous PTO and parental leave
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Recruiters hiring for various finance positions at Uline's Waukegan location. Drop in for immediate discussions regarding corporate career opportunities and growth in finance.
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