ORS Partners

Manager, Financial Planning & Analysis (FP&A)

Job Locations US
Posted Date 1 month ago(10/28/2022 4:42 PM)
Client & Job Location : Postal Code
Job ID
# of Openings
Regular Full-Time


BM Technologies, Inc. (“BMTX” or the “Company") is seeking a fully remote Manager, FP&A to support the continued growth of the Company.


The Manager, FP&A will manage the annual budgeting process and monthly forecast process.  Additionally, this hire will support variance analysis, expense allocations, ad hoc financial modeling of new partnerships, and investor relations reporting.


The ideal candidate will thrive in our fast-paced, high-growth public company environment with a thirst for knowledge and a desire to substantively contribute to departmental and Company success.



  • Responsible for leading the company’s annual budgeting process
  • Responsible for leading monthly forecasting process
  • Supports various leaders across the organization; ability to dig into the details to obtain an understanding of key business drivers
  • Build out key financial KPIs reporting
  • Ensure deadlines for assigned responsibilities are consistently met
  • Perform other duties as required to support the Finance and Accounting Dept.


  • BA/BS degree in Finance, Economics, Accounting, or related business field required
  • MBA or CFA preferred
  • 3-5 years of relevant FP&A experience with a fast-paced, high-growth company
  • Significant experience utilizing Workday’s Adaptive financial planning tool to build reports, dashboards, task lists, and financial models
  • Intermediate to Advanced proficiency in Microsoft Excel
  • Ability to identify key drivers and create reporting clearly focuses on most relevant takeaways
  • Excellent written and verbal communication skills
  • Desire to challenge existing practices and drive continuous process improvement
  • Possess a strong work ethic with demonstrated ability to prioritize workload, meet deadlines, and work effectively in a fast-paced and deadline intensive environment
  • Ability to work overtime as necessary
  • Collaborative, flexible, and willing to adapt to changing needs and timelines
  • Impeccable attention to detail with strong organizational skills
  • Logical thinker with strong analytical, problem solving, and research skills
  • Ability to exercise sound judgment and to react with discretion under varying conditions
  • Demonstrated ability to maintain confidentiality of privileged information


BMTX will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/gender, sexual orientation, gender identity, protected veteran status, or disability.



About BM Technologies, Inc. (BMTX):

BM Technologies, Inc. (NYSE American: BMTX)—formerly known as BankMobile—is among the largest digital banking platforms and Banking-as-a-Service providers in the country, providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy to-use products, and education with the mission to financially empower millions of Americans by providing a more affordable, transparent, and consumer-friendly banking experience.


The BM Technologies digital banking platform employs a multi-partner distribution model that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business.


BMTX currently has approximately two million accounts and provides disbursement services at approximately 750 college and university campuses (covering one out of every three college students in the U.S.).


BMTX is a technology company and is not a bank, which means it provides banking services through its partner bank.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed