FP&A Lead

This role is for one of the Weekday's clients

FP&A Lead

Requirements

Key Responsibilities

Financial Modeling & Analysis:

• Develop and maintain dynamic financial models, including P&L, cash flow, and balance sheet projections.
• Conduct scenario planning and sensitivity analysis to support strategic decision-making, budgeting, and forecasting.
  

Debt Financing:

• Support debt-raising initiatives by preparing lender-ready financial models, projections, and compliance documentation.
• Liaise with financial institutions to ensure smooth closure of financing arrangements.
  

Fundraising Support:

• Partner with management during equity fundraising rounds, managing investor documentation and compliance.
• Coordinate with legal and financial advisors to ensure efficient transaction execution.
  

Due Diligence Management:

• Lead financial due diligence processes as the client representative with external auditors (including Big 4 firms).
• Ensure accuracy, completeness, and timely delivery of all financial data and responses.
  

Finance Leadership:

• Lead and mentor the finance team, fostering a culture of analytical rigor and process improvement.
• Oversee the enhancement of reporting, MIS, and working capital management systems.
  

Unit Economics & Strategy:

• Develop and track unit economics to provide actionable insights on pricing, profitability, and growth strategies.
• Partner with business leaders to align financial outcomes with organizational goals.
  

Budgeting & Forecasting:

• Create rolling forecasts and annual budgets, monitor variances, and present actionable insights to leadership.
• Drive accountability across teams through data-driven performance tracking.
  

Stakeholder Management:

• Collaborate with internal teams (sales, operations, product) and external stakeholders (banks, investors, advisors) to ensure alignment on financial priorities.
  

Compliance & Governance:

• Maintain adherence to statutory compliance, investor reporting standards, and internal control frameworks.
• Establish and update SOPs, SHA, and SSA documentation as needed.
  

Core Skills

• Business & Financial Modeling
• Fundraising & Investor Relations
• Due Diligence Management
• SOP Creation & Compliance
• Strategic Planning & Unit Economics
• Shareholder & Stakeholder Agreements (SHA, SSA)