FP&A Lead
Finary is a French wealth management app that helps individuals track, manage, and optimize their entire net worth in one place. It aggregates bank accounts, brokerage accounts, real estate, crypto, and other assets, and also offers investment products such as a life insurance contract (assurance vie) and crypto investing services.
Funding history
Projects
About Finary
Finary is a personal finance and wealth-tracking platform used by more than 1 million users, allowing them to connect and monitor over 20,000 banks, brokers, and crypto platforms in one dashboard. The app provides automated net worth tracking, portfolio diversification scoring, hidden fee detection, budget and cashflow management, dividend tracking, and financial independence projections. Beyond tracking, Finary offers investment products directly: 'Finary Life', a life insurance contract (assurance vie) with 700+ available funds and low fees, underwritten by Generali Vie, and a crypto investing service enabling users to buy, DCA, stake, and lend cryptocurrencies on a MiCA-regulated platform. Finary SAS is a French investment firm regulated by the ACPR (agrément N°19283), a member of AMAFI, registered with ORIAS as an insurance broker, and registered with the AMF as a PSCA crypto asset service provider. The company serves retail investors and individuals seeking to consolidate and optimize their personal wealth, including stocks, real estate, crypto, savings accounts, startups, crowdlending, and other exotic assets.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
Report directly to the CEO and take full ownership of the FP&A agenda as Finary's most senior finance hire. Build the driver-based financial model, establish finance cadence, manage cash flow, develop unit-economics instrumentation, partner with business leaders, and lay the foundations of the finance function.
Requirements
- Personally built a driver-based 3-statement model and budget/reforecast
- Led or served as the most senior FP&A owner of the full agenda and cadence
- Owned FP&A through complete close and leadership-reporting cycles
- Built CAC, LTV, and payback metrics for a subscription or multi-product business
- Partnered directly with company leadership and cross-functional leads
- Comfortable using SQL or BigQuery to pull data
- Has shipped AI-assisted finance workflows used by others
- Regulated fintech or payment-institution exposure is beneficial
- Experience with dbt, Looker, or Pigment is beneficial
- Experience building fundraising or due-diligence data rooms is beneficial
- Early finance hiring or function-building experience is beneficial
Responsibilities
- Own the budget and rolling reforecast with a driver-based 3-statement model
- Set the finance cadence, including monthly close-to-report and 13-week cash flow management
- Build CAC, LTV, payback, and contribution-margin instrumentation by product
- Maintain dashboards reviewed weekly by squads and business leads
- Partner with Product, PMs, GMs, and business leads on financial decisions
- Define finance tooling, methodology, and future hiring plans
Benefits
- Competitive salary of €80K–€90K plus meaningful equity
- MacBook Pro and AI subscriptions
- Remote work across Europe or work from Paris, with company onsite meetings in Paris every six to eight weeks and travel and accommodation covered
- Health coverage through Alan in France or international equivalents elsewhere
- Learning budget for books, courses, and conferences
