What We Do

We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth.

Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place.

About Our Culture

At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally.

Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace.

We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together!

Our Employee Benefits

At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award three years running (2023, 2024, and 2025), and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package.

Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown
Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave
Our robust insurance plan includes:
- Medical with $0 co-pay Telehealth plan
- Dental
- Vision
- Health Savings Account (HSA) with generous employer contributions
- Flexible Spending Accounts (FSA)
- Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
- Company-paid Short & Long Term Disability coverage
- Company-paid Employee Assistance Program (EAP)
Matching 401(k) with immediate full vesting
On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit
Internet & Gym Reimbursement!
We’ll provide you with the work computer equipment you need to set you up for success!
Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style!

About The Role

We are looking for a detail-oriented and analytically rigorous FP&A Analyst to join our Finance team. In this role, you will own the company’s cost structure end-to-end—spanning COGS, R&D, G&A, Capex, and cash flow—and serve as the go-to financial partner for department leaders across the organization.

You will be responsible for maintaining and evolving our consolidated forecast model as you deliver variance analysis and actionable insights that help leadership make better, faster decisions. This is a high-visibility role that offers significant exposure to senior leadership, cross-functional collaboration, and the opportunity to shape how we plan, measure, and invest as a leading SaaS business.

Compensation This position offers $115,000-$130,000 depending on qualifications, skills and experience.

Primary Responsibilities & Expectations

Forecast Model & Financial Planning

Own the consolidated forecast model front-to-back, including monthly actuals integration, driver-based assumptions, and scenario analysis
Maintain and update cost modules for COGS, R&D, G&A, Capex, and below-the-line expenses
Forecast key drivers of cash flow including net working capital, capital expenditures, and non-operating items
Lead all cost-side reforecasting cycles and annual budgeting processes
Revise the latest outlook based on headcount planning changes, non-compensation adjustments, and topline forecast shifts

Monthly Close & Reporting

Support monthly close by reconciling key accounts, validating expense data, and ensuring reporting accuracy
Analyze departmental and consolidated results, identify key cost drivers, and prepare variance commentary
Prepare flux analysis and contribute to the consolidated P&L narrative for board and investor reporting

Cross-Functional Business Partnering

Partner with department leads and budget owners to validate outlook assumptions for both compensation and non-compensation spend
Conduct weekly and monthly touchbases with budget owners to stay ahead of cost movements
Collaborate with Operations leaders to develop dashboards and KPI tracking for utilization rates, capacity planning, and margin analysis
Partner with R&D leadership to analyze trends within COGS, engineering investment, and software spend
Work with G&A leaders to track and monitor merchant fees, IT spend, and other key administrative expenses

Strategic Projects & Continuous Improvement

Support cost modeling for add-on acquisitions and M&A diligence efforts
Drive automation and digitization of FP&A processes through Workday Adaptive Planning, AI tooling, and improved dashboarding
Contribute to headcount planning and workforce cost modeling across the organization
Access to a private & secure workspace, free from distractions
Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Skills Required

Bachelor’s degree in Business, Finance, Accounting, Economics, or a related quantitative field
2–4 years of experience in Investment Banking, FP&A, Strategic Finance, Corporate Finance, or a related analytical role
Advanced proficiency in Excel
Strong financial modeling skills with demonstrated ability to build and maintain complex, driver-based forecasting models
Solid understanding of full P&L, including COGS structure, gross margin dynamics, and unit economics
Excellent communication skills with the ability to translate financial data into clear, actionable insights for non-finance stakeholders
Demonstrated ability to work through ambiguity, independently structuring new analyses in response to evolving business dynamics and company strategy

Skills Preferred

Experience with EPM tools (Workday Adaptive Planning strongly preferred)
Familiarity with headcount planning and workforce cost modeling
Experience with recurring, SaaS-based business models
Prior exposure to M&A due diligence or integration cost modeling
Knowledge of cash flow forecasting, working capital management, and capital expenditure planning

At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work.

We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com.

You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/

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