Job Opening for FP&A Manager in CrossBorder Solutions (New York, NY)



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Job Category : Business
Company Name: CrossBorder Solutions
Position Name: FP&A Manager
Location : New York, NY
Job Description : CrossBorder Solutions has offices in New York City, Tarrytown NY, St. Petersburg FL, London, and Argentina.

Role Overview:

Cross Border Solutions, a pre-IPO SaaS Technology Platform, is looking for an FP&A Manager to own all aspects of financial planning, operations and strategic projects.

This is an exciting opportunity for anyone looking for a role to make substantial impact quickly, straddle finance, strategy and operations, and build significant interaction with leadership across key functional areas. As part of the Finance team, you will touch every department in the company, and assist all parts of the organization in their growth.

As a Manager, you’ll be responsible building and refining the company’s budgeting, forecasting, and reporting processes to capture the growing complexity of the business. You will act as a thought partner to management teams to drive the analysis of high impact projects supporting product and geographic expansion. The ideal candidate for this role has demonstrated success in a dynamic, fast-paced environment at an established company and can bring that expertise to CrossBorder Solutions. You will report to the Vice President, Accounting & Finance.


Provide data-driven guidance to leaders on company’s financial performance, major investments and new growth opportunities
Be an integral part of the annual budgeting, quarterly re-forecasting, strategic planning, and variance analysis processes
Provide support for strategic decisions, resource allocation, and capital planning
Manage the company’s financial model and annual budget with functional leaders
Create and run standardized financial, business metrics, and ROI reporting
Continuously seek improvements to support CrossBorder Solutions as the size and complexity of our business grows
Collaborate with key partners to identify opportunities and improve business results by developing financial models for a range of potential strategic and operational cases
Partner closely with functional leads and the HR team to support headcount planning, forecasting, and organizational design by ensuring we have the right resources globally to support our rapidly growing business
Partner with Accounting and functional leads to manage and execute standardized reporting and support continuous enhancement of the monthly reporting processes
Lead and support the exploration and integration of new planning tools
Support the Executive team in the production of quarterly and ad hoc presentations for internal and external stakeholders including potential due diligence

What You Will Need to Succeed:

5+ years of finance and operations experience preferably at a high-growth technology company with investment banking experience
Preferred 3+ years of investment banking experience
Self-motivated, organized and accountable, with ability to balance time and see projects through to completion
Resourceful self-starter who thrives in ambiguous situations
Savvy/analytical mind with ability to decipher data quickly, categorize and build databases for multiple views of existing data
Ability to synthesis information quickly, distill important takeaways and tell a compelling story
Expert in Excel, PowerPoint, Word, a variety of databases, and BI tools


What We Offer:

Great team culture, career development, great compensation package and benefits, and an unparalleled experience as part of one of the most advanced teams in the world. With a company culture that provides ample opportunities to be recognized, build valuable skills, and grow your career.

About Us:

CrossBorder Solutions, a pre-IPO SaaS company, is the global leader in technology driven tax solutions. Founded in 2017, we stand at the intersection of human and machine intelligence. As we continue to grow and approach unicorn status, we have offices all across the world with over 400 employees to provide long-term client success. Through our AI and cloud-based technologies, we deliver superior solutions to our customers. As a result, Kennet Partners and Insight Partners have invested $100 million in funding to support our growth, which has averaged over 100% year-over-year.

We are committed to promoting the values of diversity and inclusion throughout the business. Whether it is through recruitment, retention, career progression or training and development, we are committed to improving opportunities for our people regardless of their background or circumstances.

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