[Hiring] FP&A Manager @Milestone Business Solutions, Inc

Role Description

This is a remote position with overnight travel to Carmel, Indiana, one to two times per year.

As FP&A Manager in our FinOps department, you'll lead client engagements from planning through delivery, managing team members, timelines, and budgets while serving as a hands-on thought partner to our clients and the Milestone CFO team. This is a full-time, exempt role.

You'll work in a modern tech stack that includes QuickBooks Online, Fathom, Liveflow, Karbon, Google Workspace, and Claude.

Responsibilities:

• Lead client engagements from planning through delivery, building project plans, managing timelines and scope, and quoting ad-hoc work as it arises.
• Manage, train, and mentor team members from Associate through Senior Analyst, ensuring quality work product delivered on time and on budget.
• Serve as a hands-on thought partner to clients, identifying the key metrics and levers that connect financial KPIs to operational goals.
• Partner with the Milestone CFO team to execute financing strategy, including equity and debt raises.
• Lead difficult conversations, manage client expectations, and support renewal scope-of-work discussions.
• Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets, creating new standard templates where needed.
• Review models for logic, stress-test them, and refine them so clients can easily digest the results.
• Implement department-wide QA standards and SOPs, standardize workpapers, and resolve high-stakes data discrepancies.
• Evaluate how to use AI effectively and securely to improve the client and employee experience and the quality of our deliverables.
• Keep the department running smoothly through accurate timekeeping, budget and utilization tracking, task management, and billing updates.

Qualifications

• Bachelor's degree in Accounting or Finance.
• 6+ years of FP&A or accounting experience, including leading engagements or teams.
• Excellent quantitative skills and strong experience in Excel and Google Sheets.
• Demonstrated project management skills, including scope, timeline, and budget management.
• Excellent written and verbal communication skills with strong attention to detail.
• Proven ability to lead in ambiguous, fast-changing environments and to master new software quickly.
• Experience supporting fundraising activity, including equity and debt raises (preferred).
• CPA, CFA, or MBA (a plus).
• A dedicated remote workspace with a professional background and a strong, reliable internet connection.

Benefits

• Competitive compensation and benefits.
• Paid time away from work benefits.
• Flexible work environment.

Company Description

Milestone is a fast-growing professional services firm providing outsourced accounting and HR services to small and mid-sized businesses. We're headquartered in Carmel, Indiana, with a national footprint. Our team is talented, committed, and fun-loving, and our culture is collegial and supportive.

• Best-in-Class Tech: We use best-in-class technology in everything we do, from internal tools that boost productivity to client-facing apps that improve our service delivery.
• Remote-First Flexibility: Remote-first gives our team maximum flexibility and access to exceptional talent.
• Collaborative Team: Our team members support one another, believing that a committed team can accomplish great things.