FP&A Manager

Job Description

Job Description

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

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