FP&A Manager

Milestone is a fast-growing professional services firm providing outsourced accounting and HR services to small and mid-sized businesses. We're headquartered in Carmel, Indiana, with a national footprint. Our team is talented, committed, and fun-loving, and our culture is collegial and supportive.

*What it's like to work at Milestone . . .*

*Best-in-Class Tech*

*We use best-in-class technology in everything we do, from internal tools that boost productivity to client-facing apps that improve our service delivery. Staying on the cutting edge is a point of pride.*

*Remote-First Flexibility*

*Remote-first gives our team maximum flexibility and gives us access to exceptional talent. We use office space for collaboration, team meetings, or a simple change of scenery.*

*Collaborative Team*

*We mean it when we say we're collaborative. Our team members support one another, and we believe a committed team that works well together can accomplish great things.*

About the Position

This is a remote position with overnight travel to Carmel, Indiana, one to two times per year.

As FP&A Manager in our FinOps department, you'll lead client engagements from planning through delivery, managing team members, timelines, and budgets while serving as a hands-on thought partner to our clients and the Milestone CFO team. This is a full-time, exempt role.

You'll work in a modern tech stack that includes QuickBooks Online, Fathom, Liveflow, Karbon, Google Workspace, and Claude.

Responsibilities

• Lead client engagements from planning through delivery, building project plans, managing timelines and scope, and quoting ad-hoc work as it arises
• Manage, train, and mentor team members from Associate through Senior Analyst, ensuring quality work product delivered on time and on budget
• Serve as a hands-on thought partner to clients, identifying the key metrics and levers that connect financial KPIs to operational goals
• Partner with the Milestone CFO team to execute financing strategy, including equity and debt raises
• Lead difficult conversations, manage client expectations, and support renewal scope-of-work discussions
• Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets, creating new standard templates where needed
• Review models for logic, stress-test them, and refine them so clients can easily digest the results
• Implement department-wide QA standards and SOPs, standardize workpapers, and resolve high-stakes data discrepancies
• Evaluate how to use AI effectively and securely to improve the client and employee experience and the quality of our deliverables
• Keep the department running smoothly through accurate timekeeping, budget and utilization tracking, task management, and billing updates

Qualifications

• Bachelor's degree in Accounting or Finance
• 6+ years of FP&A or accounting experience, including leading engagements or teams
• Excellent quantitative skills and strong experience in Excel and Google Sheets
• Demonstrated project management skills, including scope, timeline, and budget management
• Excellent written and verbal communication skills with strong attention to detail
• Proven ability to lead in ambiguous, fast-changing environments and to master new software quickly
• Experience supporting fundraising activity, including equity and debt raises (preferred)
• CPA, CFA, or MBA (a plus)
• A dedicated remote workspace with a professional background and a strong, reliable internet connection

*Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment. Milestone is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.*

*To learn more about Milestone, visit our website at* *www.milestone.inc* (http://www.milestone.inc/)*.*