Lead Financial Planning and Analysis Manager

🔥 20 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Logo of Zepz

Zepz

501 - 1000 employees

Founded 2021

💳 Fintech

👥 B2C

💰 $165M Debt Financing - Zepz on 2025-03

Fintech • B2C

Zepz is a fintech company that operates digital remittance brands (notably WorldRemit and Sendwave) offering fast, secure, mobile-first cross-border money transfer services for consumers. The company emphasizes fair, fast and flexible payments, a world-class customer experience, and global reach — enabling app-based transfers to over 130 countries, with reported volumes of about $10 billion transferred and 50 million customer transactions in 2020 across more than 5,000 corridors. Zepz positions itself as customer-focused and growth-oriented, with hundreds of employees and multiple international offices supporting consumer remittances primarily to regions such as Africa and Asia.

📋 Description

• Lead US budgeting, forecasting, financial modeling, and strategic financial planning • Support commercial decision-making and identify opportunities for top-line growth and profitability • Challenge business performance tracking against budget targets and ensure adherence to financial targets • Manage cost-center reporting across teams • Partner with cross-functional teams to analyze financial data and business metrics • Track trends, identify concerns, and generate actionable insights to improve cost efficiency and performance • Advise leadership and cross-functional stakeholders and align goals with company objectives • Enhance financial reporting through clear, compelling storytelling • Own state-level regulatory compliance across key US jurisdictions, including NMLS MSB Call Reports, Tangible Net Worth monitoring, permissible investment tracking, and surety bond management • Own audited US financial statements, financial reporting, and the internal controls environment with SOX-level rigor • Liaise with state regulators and external auditors • Lead multi-state licensing examinations and regulatory financial audits • Establish and scale the US finance function • Implement process improvements to streamline reporting, improve forecasting accuracy, and support sound decision-making

🎯 Requirements

• Active US Certified Public Accountant (CPA) credential, or fully qualified accountant certification (ACA, ACCA, CIMA) • 10+ years of progressive finance experience • At least 3–5+ years in regulated financial services, such as money transmission, payments, fintech, or banking • Strong experience as a Finance Business Partner or managing cost-center budgets • Hands-on experience with state-level regulatory requirements, including NMLS filings, MSB call reports, Tangible Net Worth monitoring, permissible investments, and surety bonds • Direct experience owning audited US financial statements, managing external audit relationships, and maintaining internal controls with SOX-level rigor • Ability to be approved quickly as an NMLS control person / executive officer • Established US background suitable for standard FBI fingerprinting, credit, and background checks • Strong ability to analyze complex financial data, track business trends, and craft detailed reports and compelling narratives • Demonstrated ability to influence key stakeholders and drive alignment with company goals • Proven capability to perform effectively in high-pressure, fast-paced environments while maintaining accuracy, quality, and tight deadlines • Genuine curiosity about AI and its application to work • Practical experience using AI tools professionally • Strong AI literacy, including effective prompting and critical evaluation of AI-generated output • Awareness of ethical considerations and responsible AI use, particularly with sensitive data, customer experience, and compliance

🏖️ Benefits

• Remote-first culture with flexibility to work in the employing country wherever most focused and productive • Unlimited annual leave • Great healthcare benefits • Employee discounts • Location-specific perks designed to support employees' whole lives • High-trust, high-ownership culture

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