FP&A Manager

Betterment

3 months ago

3.7 on Glassdoor

New York City, NY

Hybrid

Full Time

Senior

0 applicants

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About this role

This FP&A role at Betterment supports corporate-level decision-making by guiding company-wide financial planning and scaling financial processes. The position reports to the Director of FP&A and is part of a small, trusted team that provides forward-looking analysis and advises business leaders. The role is based in NYC with an in-office attendance requirement Monday through Thursday.

Skills

Qualifications

Undergraduate Degree in FinanceUndergraduate Degree in EconomicsUndergraduate Degree in AccountingUndergraduate Degree in Mathematics

About Betterment

betterment.com

Betterment is a digital financial-advice and automated investing platform that helps individuals save, invest, and plan for retirement with goal-based "buckets" and tailored portfolios built from low-cost ETFs. Operating as a fiduciary robo-advisor, it offers guided investing, automated rebalancing, tax-smart strategies, and cash management products (Checking via nbkc bank and a high-yield Cash Reserve). Customers can pay for access to licensed human advisors (Premium plan) while account protections include SIPC coverage for securities and FDIC insurance for cash programs. The service emphasizes ease of use, adjustable risk profiles, and expert-led portfolio management.