Fp&a

Clay · Vertical AI · New York, NY · Finance

Clay is seeking an FP&A owner to build financial systems, forecasting processes, and operating rhythms to help the business scale. This role involves partnering with leaders, owning the financial model, and turning ambiguous questions into clear decisions. The ideal candidate has strong analytical rigor, business judgment, and creative thinking, with experience in FP&A, strategic finance, or investment banking. Experience with AI and automation skills is also required to improve the company's learning and growth cadence.

What you'd actually do

  1. Own the company’s financial model and forecasting process across revenue, expenses, headcount, and cash flow
  2. Lead monthly, quarterly, and annual planning cycles, including budgeting, reforecasting, and long-range planning
  3. Partner with leaders across the company to help them make better, faster decisions through data and financial insight
  4. Build clear reporting for leadership and analyze business performance against plan, identifying the biggest risks and opportunities
  5. Create scenario analyses and business cases for new investments, hiring plans, and strategic initiatives

Skills

Required

  • 5–10 years of experience in FP&A, strategic finance, investment banking, private equity, or a similarly analytical role
  • Strong financial modeling skills and experience owning budgeting, forecasting, and headcount planning
  • Ability to turn complex data into clear recommendations and communicate effectively with stakeholders across the company
  • Comfortable operating in ambiguity and building processes from scratch in a fast-growing environment
  • Strong AI and automation skills to improve Clay’s learning and growth cadence
  • Low ego, high ownership, and excited to work cross-functionally

What the JD emphasized

  • AI and automation skills