FP&A Manager

Milestone is a fast-growing professional services firm providing outsourced accounting and HR services to small and mid-sized businesses. We’re headquartered in Carmel, Indiana, with a national footprint. Our team is talented, committed, and fun-loving, and our culture is collegial and supportive.

What it’s like to work at Milestone . . .

Best-in-Class Tech

We use best-in-class technology in everything we do, from internal tools that boost productivity to client-facing apps that improve our service delivery. Staying on the cutting edge is a point of pride.

Remote-First Flexibility

Remote-first gives our team maximum flexibility and gives us access to exceptional talent. We use office space for collaboration, team meetings, or a simple change of scenery.

Collaborative Team

We mean it when we say we’re collaborative. Our team members support one another, and we believe a committed team that works well together can accomplish great things.

About the Position:

This is a remote position with overnight travel to Carmel, Indiana, one to two times per year.

As FP&A Manager in our FinOps department, you'll lead client engagements from planning through delivery, managing team members, timelines, and budgets while serving as a hands-on thought partner to our clients and the Milestone CFO team. This is a full-time, exempt role.

You'll work in a modern tech stack that includes QuickBooks Online, Fathom, Liveflow, Karbon, Google Workspace, and Claude.

Responsibilities:

• Lead client engagements from planning through delivery, building project plans, managing timelines and scope, and quoting ad-hoc work as it arises
• Manage, train, and mentor team members from Associate through Senior Analyst, ensuring quality work product delivered on time and on budget
• Serve as a hands-on thought partner to clients, identifying the key metrics and levers that connect financial KPIs to operational goals
• Partner with the Milestone CFO team to execute financing strategy, including equity and debt raises
• Lead difficult conversations, manage client expectations, and support renewal scope-of-work discussions
• Build and maintain client forecasts, 13-week cash flows, and KPI reporting in Google Sheets, creating new standard templates where needed
• Review models for logic, stress-test them, and refine them so clients can easily digest the results
• Implement department-wide QA standards and SOPs, standardize workpapers, and resolve high-stakes data discrepancies
• Evaluate how to use AI effectively and securely to improve the client and employee experience and the quality of our deliverables