FP&A Lead

🏢 Melio · 📍 New York City · 💼 hybrid 💰 $164,000 - $190,000 / yr

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Position Summary & Responsibilities

Lead FP&A

Location: Hybrid in NYC (3 day in-office requirement)

Qualifications:

Deep FP&A or strategic finance experience, including building and owning complex financial models that connect operational and product-level drivers to the P&L
Experience partnering directly with Partnerships, Business Development, Sales, or other commercial organizations, with the ability to evaluate deal economics, investment decisions, and ongoing partner performance
Strong understanding of SaaS, fintech, payments, or other businesses with subscription and/or transaction-based revenue models
Advanced financial modeling skills and the ability to translate complex analysis into clear recommendations for senior leadership
Strong planning systems experience, with the ability to understand how business drivers, assumptions, and reporting structures should translate into scalable financial models
The ability to challenge assumptions, identify risks and opportunities, and operate as a strategic thought partner rather than simply reporting results
Strong executive communication skills and the ability to make complex financial concepts understandable to non-financial stakeholders
Experience reviewing and improving the work of other finance professionals and helping establish consistent modeling and analytical standards

Bonus points:

Deep hands-on Anaplan experience, including building or maintaining models, improving model architecture, developing reporting, and translating business requirements into scalable planning solutions
Experience supporting a Partnerships, Business Development, or channel organization in a fintech, SaaS, or payments environment
Experience evaluating partnership economics, including acquisition costs, revenue share, pricing, margins, customer activation, retention, and lifetime value
Experience with Snowflake or working directly with large financial and operational datasets
Experience through an acquisition or integration, particularly within a larger parent company
A history of introducing new analytical, forecasting, or modeling standards across a finance organization
Experience preparing materials and analysis for CFO, CEO, or Board-level audiences

🎯 Candidate Preparation Guide For Melio Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Melio evaluates candidates intensely on execution speed, ownership in a hyper-growth fintech environment, and the ability to simplify complex B2B payment workflows.

📋 Preparation Priorities (Key Areas to Clarify):

1. Over-engineering simple solutions or prioritizing perfection over rapid market shipping
2. Displaying silos in working style or blaming cross-functional partners for delivery delays
3. Lack of direct experience dealing with SMB financial operations or payment rails

✨ Recommended Role Alignment Hook:

I specialize in building frictionless B2B payment products that scale rapidly while maintaining bank-grade security and uncompromising user adoption.

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