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Truelogic Software

Senior FP&A Manager – Finance

Posted 14 Days Ago
In-Office or Remote
Hiring Remotely in Latham, NY
Senior level
In-Office or Remote
Hiring Remotely in Latham, NY
Senior level
Lead group-wide FP&A: own budgeting, forecasting, cash flow, management accounts, board packs, and ad-hoc analysis. Improve planning processes, manage stakeholders, mentor juniors, drive data workstreams, and control costs across clients.
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About Truelogic

At Truelogic we are a leading provider of nearshore staff augmentation services headquartered in New York. For over two decades, we’ve been delivering top-tier technology solutions to companies of all sizes, from innovative startups to industry leaders, helping them achieve their digital transformation goals.

Our team of 600+ highly skilled tech professionals, based in Latin America, drives digital disruption by partnering with U.S. companies on their most impactful projects. Whether collaborating with Fortune 500 giants or scaling startups, we deliver results that make a difference.

By applying for this position, you’re taking the first step in joining a dynamic team that values your expertise and aspirations. We aim to align your skills with opportunities that foster exceptional career growth and success while contributing to transformative projects that shape the future.

Our Client

The client is a global financial services platform with 250 people across four integrated divisions: Capital, Markets, Administration, and Advisory.

The client was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything they do. They understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. They put their clients first at all times.

Their integrated approach supports corporates, entrepreneurs, and investors by providing access to capital, advice, and administration services across their four divisions:

Capital: patient and flexible private capital encompassing early-stage investing, private equity and SPACs. £1300million assets under management (“AuM”).

Markets: fund management platform with £250 million AuM across Equities, Fixed Income, Multi Asset and Managed Futures strategies.

Administration: full-service outsourced administration platform encompassing Fund Services, Corporate Services and Legal Advertising and Public Notice services. £3 billion assets under administration.

Advisory: discrete and independent advice to corporates, families and institutions on large and small transactions ranging from £25 million to £1 billion in value.


Job Summary

They are looking for a highly motivated FP&A Manager to lead financial planning, analysis, and reporting functions across the group companies. This role will be critical in supporting strategic decision- making by providing insightful financial analysis and preparing budgets and forecasts. The ideal candidate is a qualified Chartered Accountant with proven FP&A experience. The individual must also be a credible self-starter capable of building the function.

 
Responsibilities
  • Lead the annual budgeting process, collaborating with stakeholders across departments

  • Lead the periodic forecasting exercises that take place during the year

  • Prepare the weekly short term cash flow forecasts

  • Enhance financial planning process and reporting tools to improve efficiency, accuracy, and insight

  • Prepare high-quality financial commentary in the Management Accounts for all Group entities

  • Prepare monthly Board packs

  • Prepare ad-hoc financial analysis as required by various business stakeholders

  • Stakeholder management

  • Liaise with internal stakeholders as appropriate to obtain key inputs for the budgets and forecasts

  • Develop (including training) the team and provide necessary mentorship to juniors

  • Take ownership of FP&A function

  • Collaborate with corporate services team on cross-functional workstreams

  • Take the lead on the Data workstreams and communicating key insights

  • Review and proactive manage costs across clients

Qualifications and Job Requirements
  • Qualified ACCA/MBA/CA having 5 to 8 years of post-qualification experience and strong academic record.

  • Previous experience in FP&A role.

  • Previous team management experience.

  • Excellent written and spoken English.

  • Strong analytical, financial modelling, and data interpretation skills.

  • Proficiency in Excel, financial software and tools.

  • Proficiency in PowerPoint and creating presentation decks.

  • Strong modelling skills and excellent ability to spot, investigate and explain discrepancies.

  • Proven ability to communicate financial insight to stakeholders clearly and concisely.

  • High attention to detail and strong organizational skills.

  • Experience in people development and team leadership.

  • Must be able to overlap the UK Time Zone (At Least 4 Hours).

  • Located in Latam.

What We Offer
  • 100% Remote Work: Enjoy the freedom to work from the location that helps you thrive. All it takes is a laptop and a reliable internet connection.

  • Highly Competitive USD Pay: Earn an excellent, market-leading compensation in USD, that goes beyond typical market offerings.

  • Paid Time Off: We value your well-being. Our paid time off policies ensure you have the chance to unwind and recharge when needed.

  • Work with Autonomy: Enjoy the freedom to manage your time as long as the work gets done. Focus on results, not the clock.

  • Work with Top American Companies: Grow your expertise working on innovative, high-impact projects with Industry-Leading U.S. Companies.

Why You’ll Like Working Here
  • A Culture That Values You: We prioritize well-being and work-life balance, offering engagement activities and fostering dynamic teams to ensure you thrive both personally and professionally.

  • Diverse, Global Network: Connect with over 600 professionals in 25+ countries, expand your network, and collaborate with a multicultural team from Latin America.

  • Team Up with Skilled Professionals: Join forces with senior talent. All of our team members are seasoned experts, ensuring you're working with the best in your field.

Apply now!

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