Senior FP&A Lead

HeadQuarters is a global start-up that partners with US cannabis companies to provide support in finance, sales operations, and logistics. We are currently seeking an Senior FP&A Lead to join our growing accounting team.

The working hours for this role are 9am - 5pm PST.

Position Overview:

The Senior FP&A Lead is a key leadership role within our client-facing finance department, responsible for overseeing financial planning and analysis (FP&A) for our clients. This role blends strategic financial planning with tactical accounting expertise to ensure accurate financial reporting, insightful analysis, and effective budgeting and forecasting.

The Senior FP&A Lead will collaborate with senior leadership to provide actionable insights and lead a client-facing team to ensure the accuracy and integrity of financial data.

Key Responsibilities:

Financial Planning & Analysis (FP&A)

• Develop detailed financial models and projections to assess business performance.
• Conduct variance analysis, identify key financial drivers, and recommend corrective actions.
• Prepare and present monthly, quarterly, and annual financial reports, including profit and loss statements, balance sheets, and cash flow analyses.
• Support leadership in strategic decision-making by providing financial insights on cost management, profitability, and return on investment (ROI).

Accounting & Financial Reporting

• Oversee the preparation of monthly, quarterly, and annual financial statements in compliance with GAAP (Generally Accepted Accounting Principles).
• Ensure the accuracy, completeness, and timeliness of financial records.

Internal Controls & Compliance

• Lead initiatives to strengthen internal controls over financial reporting to protect client assets and ensure regulatory compliance.
• Monitor adherence to SOX (Sarbanes-Oxley) requirements and other relevant financial regulations.
• Identify and implement process improvements to enhance operational efficiency while maintaining financial integrity.

Team Leadership & Development

• Manage and mentor a team of finance and accounting professionals, providing guidance on technical accounting matters, FP&A functions, and career growth.
• Foster a collaborative and high-performance team culture focused on continuous improvement.
• Ensure training and development opportunities for team members to enhance their skills and expertise.

Cash Flow & Treasury Management

• Lead cash flow forecasting and liquidity management to maintain sufficient working capital for operations and growth.
• Monitor cash balances and working capital trends, proactively identifying and addressing potential cash flow issues.

Process Automation & Efficiency (Preferred)

• Experience with automation tools and technologies to improve financial reporting, data processing, and forecasting efficiency.
• Familiarity with RPA (Robotic Process Automation) tools, Python, SQL, Power BI, or other automation software is a plus.
• Ability to streamline and optimize finance processes through automation and system enhancements.

Requirements

Education

• Bachelor’s degree in Accounting or Finance.

Experience

• Minimum 3+ years of experience in finance and accounting, with at least 2 years in a leadership or supervisory role.
• Strong background in financial planning & analysis (FP&A), including budgeting, forecasting, and financial modeling.
• Extensive experience in financial reporting, general ledger management, and accounting operations.
• Prior experience with accounting software such as SAP, Oracle, NetSuite and FP&A tools like Hyperion, Adaptive Insights.
• Experience leading audits and ensuring compliance with financial regulations (e.g., SOX, GAAP).

Skills & Competencies

• In-depth knowledge of financial principles, accounting standards, and FP&A best practices.
• Strong analytical skills, with the ability to interpret financial data, identify trends, and provide actionable insights.
• Proven leadership and communication skills, with the ability to collaborate across departments and manage a team effectively.
• Advanced proficiency in Microsoft Excel (pivot tables, financial modeling, complex formulas) and familiarity with ERP and financial reporting systems.
• Strong problem-solving skills and a proactive approach to process improvements.
• High attention to detail, accuracy, and ability to meet deadlines in a fast-paced environment.

Benefits

• Fully remote position
• Internal Learning and Development Advisor / Consultant to support your growth
• Salary increase opportunities based on performance
• Opportunities for professional growth; working with the largest companies in the expanding cannabis industry ($10M+ monthly revenues).
  
  
  Looking forward to meeting you!