About Savvy:

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

The Role:

We’re looking for an experienced FP&A professional with a strong background in financial planning & analysis or strategic finance and hands-on startup experience. This is a critical role as we prepare for our first external audit and continue to build our finance infrastructure from the ground up. You’ll initially be a high-impact individual contributor, with a path to build out and lead a team.

Responsibilities:

• Own our financial planning process, including budgeting, forecasting, and long-range planning

• Build and maintain robust financial models to support strategic decision-making

• Oversee expense management, working with tools like Brex or Ramp

• Manage vendor relationships, including external accounting partners and audit firms

• Drive and project manage our first external audit starting in Q4

• Ensure accurate and timely financial reporting by partnering with our accounting firm

• Partner cross-functionally to support strategic initiatives and operational excellence

• Identify opportunities to improve processes, controls, and systems as we scale

Must have:

• 7+ years of experience in FP&A, strategic finance, or similar roles

• Strong startup background; you’ve been in 0-1 or scaling environments and thrive in ambiguity

• Strong work ethic with an ability to focus on complex financial problems; surgically strong detail orientation and commitment to accuracy

• Deep experience in Excel and financial modeling

• Familiarity with expense management software (Brex, Ramp, or similar)

• Independent, proactive, and comfortable building from scratch

• Excellent verbal and written communication skills for collaborating with non-financial stakeholders.

Nice to have:

• Fintech or wealth management experience

• Experience managing or directly supporting external audits

• Familiarity with QuickBooks

Additional Information:

Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Benefits:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to best in class medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch, dinner, and snacks provided in the office

• Parental leave coverage (8 weeks) and support (Tilt)

• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)