---
title: 'FP&A Manager at Flourish'
canonical: 'https://feeny.ai/job/fp-a-manager-flourish-new-york-zyfpjhpnydzk'
type: 'job'
last_seen: '2026-10-28'
---

# FP&A Manager at Flourish

- **Company:** Flourish
- **Location:** New York, NY
- **Posted:** 2026-10-26
- **Last confirmed live:** 2026-10-28
- **Apply:** https://job-boards.greenhouse.io/flourish/jobs/6235330004

## Job description

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.

## About You

You are a highly strategic, data-obsessed, and analytical professional who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify opportunities, and drive insights with minimal guidance. You excel at synthesizing complex information and communicating insights clearly. You have run budgeting and forecasting processes before, can own them independently, and actively use AI tools to work smarter and faster.

You partner effectively with cross-functional stakeholders and contribute to data-driven decision-making. You will have direct access to the CEO, CFO, and CRO, among other leaders, and can collaborate effectively with them. You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of shaping its growth.

## About the Role

Flourish is transitioning to a standalone, PE-backed organization. As an Financial Planning and Analysis Manager, you will report directly to the CFO and own financial planning and analysis, supporting strategic decision-making during a critical stage of growth and product evolution.

You’ll partner closely with finance leadership and cross-functional teams to deliver insights that drive performance and long-term value creation. This is a hands-on role for an experienced Financial Planning and Analysis Manager professional who can own the planning process from day one.

Principal Responsibilities

- Build and maintain the company’s integrated financial model and forward-looking forecasts
- Lead the annual budget, forecasting, and reforecasting processes, including monthly budget-vs-actual variance analysis
- Prepare board, investor, and leadership reporting packages
- Partner with business teams on performance analysis and support go-to-market and product analytics
- Partner with our PE sponsor on reporting and ad hoc analysis needs
- Partner with the Controller to ensure forecasts and management reporting tie to the accounting records
- Develop dashboards and business intelligence reporting
- Use AI tools to automate reporting, modeling, and analysis, and continually improve Financial Planning and Analysis efficiency
- Provide ad hoc analysis for strategic initiatives

## Minimum Qualifications

- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred
- 5+ years of relevant experience, including at least 3 years in a hands-on Financial Planning and Analysis role owning budgeting, forecasting, and modeling
- Financial services, fintech, or PE-backed environment experience strongly preferred
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

## Preferred Qualifications

- Banking, PE, or consulting experience, ideally combined with in-house Financial Planning and Analysis experience
- Understanding of financial services business models (e.g., broker-dealer, lending, insurance) and FINRA reporting requirements
- FINRA Series 27 license
- Exposure to high-growth or data-driven environments
- Advanced financial modeling, analytical, and data interpretation skills; experience with Financial Planning and Analysis planning and BI/dashboard tools
- Demonstrated use of AI tools (e.g., LLMs and AI-enabled planning, BI and modeling tools) to automate processes and improve efficiency
- Ability to connect financial insights to business decisions, understand their financial impact, and balance that with business partner satisfaction
- Ability to make accurate, independent decisions based on data
- Excellent verbal and written communication skills
- Excellent organizational skills and ability to prioritize and multitask; proactive, detail-oriented, and results-oriented
- Curious and collaborative team player

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $140,000 - $210,000 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

## About Flourish

## Company Overview
- **One-liner**: Flourish provides a suite of financial products—cash management, lending, and annuities—designed exclusively for independent registered investment advisors (RIAs) to help them move from holistic advice to holistic implementation.
- **Entity Type**: Private (wholly-owned subsidiary of MassMutual, a Fortune 500 mutual insurance company)
- **Headquarters**: Boston, Massachusetts, USA
- **Founded**: 2017
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Fintech, Wealth management infrastructure, Financial services
- **Target customers**: B2B – Registered Investment Advisors (RIAs) and their clients; also serves as a platform for advisors to offer cash, lending, and annuity products.
- **Mission or purpose statement**: “Flourish helps RIAs grow by evolving from holistic advice to holistic implementation.”

## Products & Services
- **Flourish Cash**: An invitation-only cash account offering high-yield savings (currently 3.25% APY) with up to 30x FDIC insurance through a network of program banks. No fees, no minimums, integrated with key advisor tools. Type: Fintech service (cash management).
- **Flourish Lending**: A premium mortgage and refinancing platform that gives clients access to competitive rates and an optimized process. Helps advisors defend portfolio assets, win prospects, and deliver client value. Type: Service (mortgage brokerage, offered through SoraFinance, Inc., NMLS #2355841).
- **Flourish Annuities**: An annuity platform that streamlines the purchase and management of annuities for RIA clients. Type: Service (insurance product platform).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (privately held, fully owned by MassMutual)
- **Key Metric**: Over $8 billion in assets on the platform (as of 2026); 100+ employees; founded in 2017.
- **Notable Investors/Partners**: Backed by MassMutual (Massachusetts Mutual Life Insurance Company) – a Fortune 500 company with over $250 billion in assets.
- **Growth Signals**:
  - Consistently recognized as a top wealth management fintech (e.g., Highest-Rated Cash Management Service 2020-2025 by RIA Intel Awards; Best Wealth Management Solution 2025 by Finovate Awards).
  - Active hiring: 8+ open positions across sales, engineering, marketing, and operations (as of mid-2026).
  - Hybrid work model (Boston area) with team lunches and outdoor terrace, indicating continued investment in culture.

## Competitive Advantages
- **Backed by MassMutual** – combines startup agility with the stability, capital, and trust of a century-old Fortune 500 financial institution.
- **Deeply integrated with the RIA ecosystem** – products are custom-designed for independent advisors and connect with key advisor tools (e.g., portfolio management systems).
- **Invite-only premium positioning** – Flourish Cash offers rates up to 3.25% APY (vs. national average ~0.4%) with up to 30x FDIC coverage, creating a strong value proposition for high-net-worth clients.
- **End-to-end implementation** – goes beyond advice by providing the actual financial products (cash, lending, annuities), helping advisors keep assets under management.

## Strategic Focus
- **Expand the lending and cash management platform** to deepen advisor relationships and attract new RIAs.
- **Continue to develop annuity offerings** as part of the holistic implementation suite.
- **Maintain and grow the institutional partnership with MassMutual** to gain distribution and credibility.
- **Scale the team** with a focus on engineering, product, and client support to support $8B+ in assets and growing.

## Why Work Here
- **Hybrid work environment** – most roles are based in Boston with a hybrid schedule (typically Tuesday–Thursday in office). The office includes a spacious outdoor terrace and team lunches.
- **Comprehensive benefits** – competitive pay, generous time off, health/vision/dental insurance, 401(k) match.
- **Culture of ownership and iteration** – the company values “focus on execution,” “take ownership,” “iterate,” and “stay humble.” Feedback is encouraged, egos are checked at the door.
- **Supportive growth** – as a subsidiary of MassMutual, employees get the stability of a large enterprise with the autonomy of a startup. Many roles involve direct impact on product and client experience.
- **Diverse team** – Flourish states they value diversity and are building an organization that reflects different backgrounds. Open and positive communication is a core principle.

## Sources
1. [Flourish Careers Page](https://info.flourish.com/careers)
2. [Flourish About Page](https://info.flourish.com/about)
3. [Flourish LinkedIn](https://www.linkedin.com/company/flourish-dot-com)
4. [Built In Boston – Flourish Profile](https://builtin.com/company/flourish)
5. [Flourish Greenhouse Careers Portal (provided by user)](https://job-boards.greenhouse.io/flourish)

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