FP&A Manager

FP&A Manager

• Remote (Latin America-based)

• Compensation: $3,000 to $5,000 USD/month (subject to level and market fit)

• Full-time, U.S. Eastern working hours, Contractor

• Tech Stack: Advanced Excel, three-statement modeling, 13-week cash flow, QuickBooks Online, Shopify, AI-assisted workflows (Claude for Excel)

At Near, we connect top talent in Latin America with exciting remote opportunities at U.S.-based companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.

About the Company:
Our client provides white-glove fractional CFO and financial operations services for venture-backed and high-growth companies under $20M in revenue, primarily CPG and e-commerce brands. They deliver tailored financial modeling and reporting without forcing clients into rigid templates, and they are building AI-native tools and web portals to streamline client finance workflows.

About the Role:
We’re looking for an FP&A Manager to own financial planning and analysis delivery across a portfolio of startup clients. You’ll take over day-to-day modeling, reporting, and client requests, becoming the primary execution engine of the practice while leadership focuses on client relationships and growth. This role requires a senior, self-sufficient finance professional who can start from a blank sheet, use sound judgment without heavy oversight, and build the processes and SOPs the function will run on as it scales.

You Will:

• Build and maintain dynamic three-statement models and 13-week cash flow forecasts from scratch, tailored to each client.

• Own monthly reporting packages, variance analysis, KPI dashboards, and board and investor-ready outputs across multiple clients.

• Map and reconcile complex general ledger data from client systems (QuickBooks Online, bank feeds, Shopify, payment processors) into clean, reliable models.

• Develop scenario analyses, unit economics, cohort and retention views, and channel-level margin analysis for CPG and e-commerce clients.

• Handle recurring deliverables and ad hoc analysis directly with clients, managing timelines and communication independently.

• Create repeatable workflows, templates, and SOPs, using AI tools such as Claude for Excel to increase speed and consistency.

About You:

Your Background:

• 5+ years of progressive FP&A or strategic finance experience, ideally including venture-backed CPG, e-commerce, or consumer businesses.

• Advanced Excel skills with a proven ability to build institutional-quality models from a blank sheet.

• Highly self-sufficient and proactive, comfortable owning outcomes with minimal supervision in a lean, fast-moving environment.

• Strong written and verbal communication, able to present analysis directly to founders and translate numbers into decisions.

• Comfortable with AI-assisted workflows (Claude for Excel or similar) as a core part of your toolkit.

Nice to Have:

• Experience at a fractional CFO, outsourced finance, or professional services firm managing multiple client engagements at once.

• Familiarity with BI and analytics tools and modern finance tech stacks.

• Exposure to fundraising processes, lender reporting, or working capital management.

Compensation & Benefits:

• Compensation: $3,000 to $5,000 USD/month

• Benefits: Flexible remote work and the opportunity to build a function from the ground up.