Tagup, Inc.
Financial Planning & Analysis (FP&A) Manager
Tagup is a defense technology company founded at MIT that is redefining logistics superiority with next-generation AI. We’re growing rapidly and are looking for change-makers passionate about delivering innovative technologies to solve the most challenging problems in the world’s highest stakes environments.
We’re seeking a mid-level FP&A Manager for our New York City office—someone who can own core FP&A responsibilities today and has the ambition and trajectory to grow into a future CFO. You’ll partner closely with the CEO and Director of Operations to build scalable reporting, guide resource allocation, and translate data into decisions as we expand defense-sector programs and platform capabilities.
Responsibilities
Own company-wide budgeting, monthly and quarterly forecasting, and variance analysis (P&L, balance sheet, cash flow)
Develop and maintain driver-based financial models for bookings, revenue recognition, gross margin, OPEX, and cash runway
Build and automate KPI dashboards covering growth, unit economics, cohort performance, sales efficiency, and program profitability
Run monthly close partnering with Accounting; ensure accurate accruals, revenue recognition, and flux analysis
Prepare Board and investor materials; support fundraising, debt facilities, and treasury planning
Lead annual planning and rolling reforecast processes; facilitate headcount planning with functional leaders
Partner with Product and Go-To-Market on pricing, deal review, and scenario modeling (e.g., contract terms, SLAs, deployment costs)
Build lightweight controls and policies as we scale (PO process, spend governance, approval thresholds)
Evaluate and implement finance systems (ERP/GL, FP&A tooling, BI); drive automation and data quality
Serve as a strategic partner to the CEO with a clear growth path toward broader Finance leadership and, over time, CFO scope
Desired Skills
5–8 years of progressive FP&A experience in SaaS/enterprise software, GovTech/Defense, or adjacent B2B environments
Advanced Excel/Sheets modeling; proficiency with SQL and BI tooling a plus
Strong understanding of revenue recognition, unit economics, and long-cycle enterprise sales dynamics
Demonstrated ownership of budgets/forecasts for multi-functional teams and company-level modeling
Executive-ready communication; can distill complexity and influence decisions
Comfort operating in ambiguity with a hands‑on, build‑first mindset in a fast‑moving environment
Experience preparing Board materials, partnering with auditors, and supporting fundraising preferred
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA/CPA a plus
Salary The estimated salary range for this position is between $150,000 and $185,000 annually.
Benefits Tagup offers part‑ownership through an Employee Stock Option Plan, comprehensive health insurance, a 401(k) plan, and a team‑oriented work environment with regular company outings.
Why Join Us Own the operating model and partner directly with the CEO to turn data into decisions on pricing, headcount, and capital for mission‑critical defense programs. You’ll build driver‑based forecasts, automate KPI visibility, craft board‑ready narratives, and tackle complex revenue/contract modeling – gaining real CFO‑scope exposure across treasury, fundraising support, and lightweight controls as we scale.
Equal Opportunity Employer Tagup is an equal opportunity employer. Individuals seeking employment with us are considered without regard to race, color, religion, national origin, age, sex, marital status, physical or mental disability, veteran status, gender identity, sexual orientation, or any other characteristic protected by law.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
#J-18808-Ljbffr
We’re seeking a mid-level FP&A Manager for our New York City office—someone who can own core FP&A responsibilities today and has the ambition and trajectory to grow into a future CFO. You’ll partner closely with the CEO and Director of Operations to build scalable reporting, guide resource allocation, and translate data into decisions as we expand defense-sector programs and platform capabilities.
Responsibilities
Own company-wide budgeting, monthly and quarterly forecasting, and variance analysis (P&L, balance sheet, cash flow)
Develop and maintain driver-based financial models for bookings, revenue recognition, gross margin, OPEX, and cash runway
Build and automate KPI dashboards covering growth, unit economics, cohort performance, sales efficiency, and program profitability
Run monthly close partnering with Accounting; ensure accurate accruals, revenue recognition, and flux analysis
Prepare Board and investor materials; support fundraising, debt facilities, and treasury planning
Lead annual planning and rolling reforecast processes; facilitate headcount planning with functional leaders
Partner with Product and Go-To-Market on pricing, deal review, and scenario modeling (e.g., contract terms, SLAs, deployment costs)
Build lightweight controls and policies as we scale (PO process, spend governance, approval thresholds)
Evaluate and implement finance systems (ERP/GL, FP&A tooling, BI); drive automation and data quality
Serve as a strategic partner to the CEO with a clear growth path toward broader Finance leadership and, over time, CFO scope
Desired Skills
5–8 years of progressive FP&A experience in SaaS/enterprise software, GovTech/Defense, or adjacent B2B environments
Advanced Excel/Sheets modeling; proficiency with SQL and BI tooling a plus
Strong understanding of revenue recognition, unit economics, and long-cycle enterprise sales dynamics
Demonstrated ownership of budgets/forecasts for multi-functional teams and company-level modeling
Executive-ready communication; can distill complexity and influence decisions
Comfort operating in ambiguity with a hands‑on, build‑first mindset in a fast‑moving environment
Experience preparing Board materials, partnering with auditors, and supporting fundraising preferred
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA/CPA a plus
Salary The estimated salary range for this position is between $150,000 and $185,000 annually.
Benefits Tagup offers part‑ownership through an Employee Stock Option Plan, comprehensive health insurance, a 401(k) plan, and a team‑oriented work environment with regular company outings.
Why Join Us Own the operating model and partner directly with the CEO to turn data into decisions on pricing, headcount, and capital for mission‑critical defense programs. You’ll build driver‑based forecasts, automate KPI visibility, craft board‑ready narratives, and tackle complex revenue/contract modeling – gaining real CFO‑scope exposure across treasury, fundraising support, and lightweight controls as we scale.
Equal Opportunity Employer Tagup is an equal opportunity employer. Individuals seeking employment with us are considered without regard to race, color, religion, national origin, age, sex, marital status, physical or mental disability, veteran status, gender identity, sexual orientation, or any other characteristic protected by law.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
#J-18808-Ljbffr