FP&A Manager

Description

Primary Responsibilities:

Reporting & Analysis:
• Cleanse, consolidate, and analyze data to generate actionable insights
• Prepare weekly flash and 13-week cash flow forecast
• Track and validate key performance indicators (KPIs)
• Prepare and deliver monthly and quarterly reporting, including ad-hoc analysis
• Lead the development of the annual budget, including building a full three-statement model
• Prepare materials for quarterly Board meetings and senior leadership presentations
• Ensure accuracy, clarity and timeliness in all deliverables

Strategic Insights:
• Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team
• Build scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions
• Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan
• Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translating that into the annual budget

Business Partnership:
• Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions, helping leaders own their P&Ls and hit targets
• Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens and drive accountability to outcomes
• Conduct financial modeling to support service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives
• Design and collaborate with functional leaders to build and refine Power BI dashboards

Unique Attributes:
• PE-backed company
• Fast-paced, small-team setting
• Reports directly to the Chief Financial Officer
• Highly visible and critical role
• Key contributor to strategic initiatives and operational improvements
• Insight into multiple functions of the business
• Competitive compensation and benefits
• Good company culture and casual work environment

Requirements

Required Qualifications:
• Bachelor's degree in accounting, finance, economics or related field from a top university
• 5-7 years of experience in FP&A, accounting, or transaction advisory services
• Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)
• Superior attention to detail
• Highly curious and a strategic thinker
• Excellent communication, written and verbal, and analytical skills
• Skilled at translating complex financial and operational data into concise takeaways
• Strong organizational skills, desire to learn and ability to multi-task
• Mature and professional candidate with a strong work ethic

Preferred Qualifications:
• Prior experience working in a PE-backed environment and/or professional services firm
• Comfortable working with large, complex dataset (e.g. SQL)
• Experience with data transformation tools (e.g. Power Queries, Alteryx)
• Proficient with BI tools (e.g. PowerBI, Tableau)
• Experience leveraging AI tools to drive process efficiencies