Senior Manager, FP&A

ABOUT THE POSITION

We are looking for a seasoned FP&A leader who can take full ownership of Corporate FP&A and bring the breadth of experience needed to cover the full spectrum of Generate’s activities, from ensuring the debits and credits are right to presenting company performance to members of management. They will act as a leader for the FP&A team, and the ideal candidate has managed through complexity, brings a track record of mentoring and developing team members, and is ready to be a true thought partner to business leaders as Generate launches new lines of business and rethinks how it reports on what matters.

What you will be doing at Generate Capital as the Senior Manager, FP&A:

• Own the day-to-day operations of the FP&A function; manage and prioritize the team’s workload across regular reporting, close, strategic business planning, and ad hoc requests

• Mentor and develop the FP&A team; act as a day-to-day escalation point, reviewing work for accuracy and providing sign-off on adjustments

• Serve as the SVP’s proxy in senior conversations when ready; represent FP&A in discussions with business leaders

• Design, create, and manage high-impact financial models:

  • Coordinate with underwriting and asset management teams to deliver monthly actual vs. budget and forecasts

  • Ensure models comply with our reporting framework and modelling standards

  • Incorporate new business lines and evolving company strategy into FP&A processes, models, and reporting

• Own Corporate SG&A reporting and analysis; partner with People team to understand headcount forecasting, and functional department heads to forecast non-labor.

• Execute quantitative and qualitative analyses for projects and operations:

  • Ensure FP&A reporting is consistent with accounting; resolve discrepancies (aligning chart of accounts, entities, and data)

  • Lead annual budgeting, forecasting, and month-end close

  • Work cross-functionally with legal, asset management, capital markets, and underwriting to improve forecasts

• Provide actionable insights to drive better business decisions:

  • Use financial performance data to develop narratives, draw conclusions, and make recommendations to senior management

  • Lead the preparation of materials for monthly management reports and quarterly board meetings (financial data and other KPIs)

• Evaluate and rethink what FP&A reports on and how, ensuring outputs reflect what matters most to management

• Spearhead automation and systems transformation; lead the EPM transition (from Adaptive Insights, likely to Anaplan) and drive broader automation of FP&A outputs so the team spends time on analysis, not moving numbers

Candidate qualifications & core characteristics:

• A demonstrated passion for, or commitment to, our mission

• 8+ years of related experience in finance or accounting, with meaningful time in a corporate FP&A function (experience in complex, multi-entity businesses strongly preferred over simple SaaS models)

• Proven track record of managing and developing team members over multiple years

• Bachelor’s Degree in Finance, Accounting, Economics, or a related field

• Strong accounting foundation (e.g., ability to build a 3-statement financial model) with deep familiarity in rolling forecasts and drivers-based variance analysis

• Capable of using financial performance data to develop a narrative explaining performance, draw conclusions, and make recommendations to senior management

• High level of proficiency in building and understanding Excel financial models

• Experience with corporate ERP/EPM systems (Adaptive Insights, Anaplan, Microsoft Business Central) and data analysis or automation tools (SQL, Power BI, Python, AI/LLMs) is necessary

• Unimpeachable integrity and glowing references

• Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills

• High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges

• Intellectual agility, curiosity, and creativity; problem-solving is your default mode

• Entrepreneurial spirit: flexibility, comfort with risk, recognition that “perfect can be the enemy of the good”

• Collaborative leadership style with strong judgment under ambiguity

Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $175,000 - $210,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. It is not typical for an individual to be hired at the top of this range.

Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.