<p><strong>Lead FP&A</strong></p> <p><strong><em>Location: Hybrid in NYC </em></strong><strong>(3 day in-office requirement)</strong></p> <p><strong>Qualifications:</strong></p> <ul> <li>Deep FP&A or strategic finance experience, including building and owning complex financial models that connect operational and product-level drivers to the P&L</li> <li>Experience partnering directly with <strong>Partnerships, Business Development, Sales, or other commercial organizations</strong>, with the ability to evaluate deal economics, investment decisions, and ongoing partner performance</li> <li>Strong understanding of SaaS, fintech, payments, or other businesses with subscription and/or transaction-based revenue models</li> <li>Advanced financial modeling skills and the ability to translate complex analysis into clear recommendations for senior leadership</li> <li>Strong planning systems experience, with the ability to understand how business drivers, assumptions, and reporting structures should translate into scalable financial models</li> <li>The ability to challenge assumptions, identify risks and opportunities, and operate as a strategic thought partner rather than simply reporting results</li> <li>Strong executive communication skills and the ability to make complex financial concepts understandable to non-financial stakeholders</li> <li>Experience reviewing and improving the work of other finance professionals and helping establish consistent modeling and analytical standards</li> </ul> <p><strong>Bonus points:</strong></p> <ul> <li><strong>Deep hands-on Anaplan experience</strong>, including building or maintaining models, improving model architecture, developing reporting, and translating business requirements into scalable planning solutions</li> <li>Experience supporting a Partnerships, Business Development, or channel organization in a fintech, SaaS, or payments environment</li> <li>Experience evaluating partnership economics, including acquisition costs, revenue share, pricing, margins, customer activation, retention, and lifetime value</li> <li>Experience with Snowflake or working directly with large financial and operational datasets</li> <li>Experience through an acquisition or integration, particularly within a larger parent company</li> <li>A history of introducing new analytical, forecasting, or modeling standards across a finance organization</li> <li>Experience preparing materials and analysis for CFO, CEO, or Board-level audiences</li> </ul> <p><strong>A day in the life and how you’ll make an impact:</strong></p> <ul> <li>Serve as the <strong>primary Finance partner for the Partnerships organization</strong>, developing a deep understanding of the partner portfolio, pipeline, economics, and strategic priorities</li> <li>Build business cases for new and existing partnerships, evaluating customer acquisition, activation, revenue, margin, retention, investment requirements, and long-term value</li> <li>Partner with Partnerships leadership to establish targets, evaluate performance, identify risks and opportunities, and incorporate the latest outlook into the broader financial forecast</li> <li>Own and improve key <strong>Anaplan models and planning processes</strong>, ensuring our financial models are scalable, well-structured, and connected to the way the business actually operates</li> <li>Build and own complex models behind strategic initiatives such as new partnerships, market expansion, pricing changes, and product launches, and turn the analysis into recommendations leadership can act on</li> <li>Connect detailed operational assumptions to the long-term plan and understand how changes in individual business drivers ultimately flow through to the broader P&L</li> <li>Identify structural risks and opportunities before they materialize in reported results, challenging assumptions and helping business leaders understand the financial implications of their decisions</li> <li>Partner across Partnerships, Product, Sales, Data, R&D, and corporate Finance teams across Melio and Xero to align financial strategy with operational plans</li> <li>Help raise the analytical standard of the broader FP&A team by improving modeling practices, planning processes, documentation, and how we use Anaplan</li> </ul> <p><strong>About the team:</strong></p> <p>The FP&A team plays a strategic role in shaping Melio and Xero's growth in the US. We're deeply involved in commercial strategy, partnerships, product decisions, financial modeling, forecasting, and decision-making at the highest levels.</p> <p>Following Melio's acquisition by Xero, our responsibilities have expanded significantly. We're helping build an integrated view of the US business while supporting a growing portfolio of products, channels, and strategic partnerships.</p> <p>This role will sit at the intersection of <strong>Finance, Partnerships, and financial systems</strong>, making it particularly well suited for someone who enjoys both strategic business partnership and building the financial infrastructure required to support a rapidly scaling business.</p> <p>You'll work alongside commercial, product, data, engineering, and finance teams and have significant exposure to senior leadership. If you want to do finance in a high-growth fintech environment where your analysis directly influences commercial and strategic deci