Job description

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 • Keep the department running smoothly through accurate timekeeping, budget and utilization tracking, task management, and billing updates Qualifications: • Bachelor's degree in Accounting or Finance • 6+ years of FP&A or accounting experience, including leading engagements or teams • Excellent quantitative skills and strong experience in Excel and Google Sheets • Demonstrated project management skills, including scope, timeline, and budget management • Excellent written and verbal communication skills with strong attention to detail • Proven ability to lead in ambiguous, fast-changing environments and to master new software quickly • Experience supporting fundraising activity, including equity and debt raises (preferred) • CPA, CFA, or MBA (a plus) • A dedicated remote workspace with a professional background and a strong, reliable internet connection Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment. Milestone is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. To learn more about Milestone, visit our website at www.milestone.inc .

Requirements

Must-haves

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.
This is a remote position with overnight travel to Carmel, Indiana, one to two times per year.
You'll work in a modern tech stack that includes QuickBooks Online, Fathom, Liveflow, Karbon, Google Workspace, and Claude.
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
Keep the department running smoothly through accurate timekeeping, budget and utilization tracking, task management, and billing updates
Bachelor's degree in Accounting or Finance
6+ years of FP&A or accounting experience, including leading engagements or teams
Excellent quantitative skills and strong experience in Excel and Google Sheets

Nice-to-haves

Experience supporting fundraising activity, including equity and debt raises (preferred)
CPA, CFA, or MBA (a plus)

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: breezy
Effort: medium