[Hiring] Lead Financial Planning and Analysis Manager @Zepz

Role Description

We are seeking an experienced, highly diligent financial leader to serve as the US FP&A Lead. In this critical dual-impact role, you will take immediate ownership of our US financial operations, regulatory finance function, and core FP&A processes while acting as a key strategic partner to leadership and cross-functional teams.

You will bridge high-rigor financial governance, regulatory compliance, and strategic cost-center analysis to drive business performance and optimize financial outcomes in a high-growth environment. Operating as a primary accountable financial officer, you will manage state-level regulatory reporting across key US jurisdictions (including New York, New Jersey, Florida, and California), liaise with state regulators, and lead preparations for multi-state licensing examinations. Concurrently, you will serve as a proactive advisor—translating complex data into actionable insights, delivering accurate forecasts, and influencing key stakeholders to ensure strategic alignment and commercial success.

Key Responsibilities

• Strategic FP&A & Commercial Planning: Lead US budgeting, forecasting, financial modeling, and strategic financial planning to support rapid growth, guide commercial decision-making, and uncover opportunities that drive top-line growth and profitability.
• Business Performance & Budget Management: Challenge the business on performance tracking versus budget targets, ensure strict adherence to financial targets, and manage cost-center reporting across teams.
• Financial Analysis & Strategic Advisory: Partner with cross-functional teams to analyze financial data and key business metrics, track trends, identify areas of concern, and proactively generate actionable insights to improve cost efficiency and overall performance.
• Stakeholder Alignment & Executive Reporting: Serve as a strategic advisor to leadership and cross-functional stakeholders, aligning their goals with broader company objectives while enhancing financial reporting through clear, compelling storytelling.
• Regulatory Finance & Compliance: Own state-level regulatory compliance across key jurisdictions, including NMLS MSB Call Reports, Tangible Net Worth (TNW) monitoring, permissible investment tracking, and surety bond management.
• Audit, Financial Reporting & SOX Control: Own audited US financial statements, financial reporting, and the internal controls environment maintained with SOX-level rigor.
• Regulator & External Examiner Engagement: Serve as the key executive liaison to state regulators and external auditors, leading multi-state licensing examinations (MSE) and regulatory financial audits.
• Leadership, Process Improvement & Scaling: Establish and scale the US finance function and continuously implement process improvements to streamline reporting, boost forecasting accuracy, and drive sound decision-making.

Qualifications

• Active US Certified Public Accountant (CPA) credential, or fully qualified accountant certification (ACA, ACCA, CIMA).
• 10+ years of progressive finance experience, including at least 3–5+ years in regulated financial services (e.g., money transmission, payments, fintech, or banking) along with strong experience as a Finance Business Partner or managing cost-center budgets.
• Hands-on experience with state-level regulatory requirements, including NMLS filings, MSB call reports, Tangible Net Worth (TNW) monitoring, permissible investments, and surety bonds.
• Direct experience owning audited US financial statements, managing external audit relationships, and maintaining internal controls with SOX-level rigor.
• Ability to be approved quickly as an NMLS control person / executive officer, requiring an established US background suitable for standard FBI fingerprinting, credit, and background checks.
• Strong ability to analyze complex financial data, track business trends, and craft detailed reports and compelling narratives that inform strategic decision-making.
• Proactive team player who collaborates seamlessly across departments with a demonstrated track record of influencing key stakeholders and driving alignment with company goals.
• Proven capability to perform effectively in high-pressure, fast-paced environments while maintaining an uncompromised focus on accuracy, quality, and tight deadlines.

Bonus Points

• Big 4 audit or transaction advisory experience.
• Prior experience leading or managing multi-state licensing examinations (MSE).
• Deep strategic FP&A and financial modeling background prior to broad financial management.

AI Literacy & Tools

• A genuine curiosity about AI and how it can be applied in your area of work.
• Practical experience using AI tools in a professional context.
• Strong AI literacy — an understanding of what AI assistants can and cannot do.
• Awareness of the ethical considerations and responsible use of AI in the workplace.

Benefits

• Unlimited annual leave.
• Great healthcare benefits.
• Employee discounts.