FP&A Manager

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. About the Role:Finance owns everything “money” at PitchBook — accounting, quote-to-cash, payroll, compliance, budgeting, forecasting, and strategic analysis — supporting a fast-paced, growing company with actionable insights into financial health and business performance. We’re a fun, energetic team that treats employees like customers and customers as king. We aim to be trusted partners to the business by helping leaders understand performance, make better decisions, and allocate resources toward the highest-impact opportunities.The FP&A Manager builds, improves, and scales PitchBook’s planning and analysis capabilities. This role partners with leaders across the business to turn data, ambiguity, and strategic priorities into clear decisions, with a particular focus on forecasting quality, resource allocation, investment prioritization, and operational impact.The ideal candidate is a hands-on finance leader and player-coach who can strengthen core FP&A processes while also pushing the function forward through automation, AI-enabled workflows, and more scalable ways of delivering insights. This person role models PitchBook’s values, especially “Embrace and Drive Change” and “Excellence is a State of Mind,” and raises the bar for analytical rigor, communication, and business partnership across the company. Primary Job Responsibilities:Drive the annual budgeting, long-range planning, and rolling forecast cycles; manage timelines, deliverables, assumptions, and cross-functional inputs to a high bar of qualityOwn and improve forecast processes across bookings, revenue, operating expenses, headcount, and key business driversRun scenario planning, sensitivity analyses, and best/base/worst case modeling to illuminate trade-offs and inform leadership decisionsSupport monthly close and budget vs actual reviews with crisp root-cause analysis, clear explanations of what changed, and recommended actionsStrengthen driver-based forecasting approaches and automate recurring forecast refreshes where feasibleEnsure planning outputs are not just accurate, but useful for decision-makingServe as a trusted partner to senior leaders by framing choices, clarifying assumptions, and connecting financial outcomes to strategy, operations, and business performanceTranslate incomplete, noisy, or ambiguous data into actionable insights that guide strategic and operational decisionsCreate clear, executive-ready narratives that explain what changed, why it changed, what it means, and what decisions leadership should considerMove beyond reporting results to proactively identifying risks, opportunities, and recommended actionsLead investment evaluations, business cases, ROI analysis, and portfolio trade-off discussions across functionsBuild strong relationships with business partners while maintaining the independence and judgment required to challenge assumptions and improve decisionsBuild and maintain frameworks to evaluate headcount, operating expense, and investment allocation across PitchBookPartner with functional leaders to connect resource requests to business outcomes, capacity needs, productivity metrics, and strategic prioritiesSupport executive-level trade-off decisions by translating hiring plans, productivity assumptions, and investment cases into clear financial and operational impactHelp leadership understand where PitchBook is under-resourced, over-resourced, or misaligned relative to strategic prioritiesTrack post-investment performance to assess whether resource decisions are delivering expected outcomesIdentify opportunities to reallocate resources toward higher-impact areas of the businessOwn and improve core SaaS and operating metrics, including ARR/MRR, NRR/GRR, churn, bookings, revenue, CAC/LTV, productivity, and other relevant business driversMaintain clear metric definitions, monitor trends, and partner with BI and business teams to course correct when data quality or interpretation issues ariseDefine, instrument, and operationalize KPIs for business partnersBuild monitoring and dashboard programs that enable self-service while maintaining consistency and trust in the underlying dataDrive data quality and single-source-of-truth standards across financial and operational datasetsEnsure reporting is clear, scalable, and decision-orientedIdentify and implement opportunities to use AI, LLMs, agentic workflows, and automation to improve FP&A processes, including forecast refreshes, variance analysis, management reporting, scenario planning, and self-service business insightsPartner with BI, Data, Engineering, and Finance leadership to responsibly deploy automation and AI-enabled tools while maintaining strong controls, data quality, and governanceAutomate and streamline recurring forecasting, reporting, and analysis workflowsImprove model hygiene, standardized templates, process documentation, and workflow orchestrationAct as a power user and FP&A point person across planning tools, BI applications, and data integrationsIdentify and implement tooling enhancements that improve the speed, quality, and scalability of FP&A outputsFoster a culture of continuous improvement within Finance by challenging legacy processes and finding better ways to deliver insightRole model PitchBook values: Customers are King, Excellence is a State of Mind, Embrace and Drive Change, Focus on Focus, and Make it FunSupport broader company initiatives and projectsBe a multiplier for collaboration across Finance and the broader organizationDemonstrate curiosity, humility, ownership, and a willingness to challenge the status quoHelp create an FP&A function that is high-performing, business-oriented, and enjoyable to work withBasic Qualifications:5+ years of progressive experience in Finance, FP&A, Strategic Finance, Corporate Finance, or a related analytical roleMust be authorized to work in the United States without the need for visa sponsorship now or in the futurePreferred Qualifications:Strong experience with budgeting, forecasting, long-range planning, monthly close support, and business performance analysisExperience building and maintaining driver-based financial modelsStrong resource allocation, headcount planning, capacity planning, investment prioritization, or business case experienceAdvanced Excel/Google Sheets skills and comfort working with large datasetsBachelor's degree in Finance, Accounting, Business, Economics, Engineering, or related fieldThree-statement modeling experience preferredComfort with financial and operational SQL a plusProven track record as a trusted partner to senior leadership, with the ability to influence decisions, challenge assumptions, and drive projects cross-functionally to completionStrong written and verbal communication skills with the ability to turn complex analysis into clear, concise, and executive-ready narrativesStrong business judgment and able to distinguish between analysis that is interesting and analysis that changes a decisionDemonstrated ability to improve FP&A scale through systems, automation, AI/LLM-enabled workflows, data visualization, or process redesignExperience with FP&A, BI, CRM, ERP, and workflow/automation tools, such as Adaptive, Anaplan, Tableau, Power BI, Salesforce, NetSuite, or similar platformsCuriosity and hands-on experience with AI/LLM tools strongly preferredHigh standards for accuracy, analytical rigor, communication, and follow-throughAbility to operate effectively in ambiguous, fast-changing environments where data may be incomplete or imperfectBenefits + Compensation at PitchBook:Physical Health Comprehensive health benefitsAdditional medical wellness incentives STD, LTD, AD&D, and life insuranceEmotional Health Paid sabbatical program after four yearsPaid family and paternity leave Annual educational stipendAbility to apply for tuition reimbursementCFA exam stipend Robust training programs on industry and soft skills Employee assistance programGenerous allotment of vacation days, sick days, and volunteer daysSocial Health Matching gifts programEmployee resource groupsSubsidized emergency childcare Dependent Care FSACompany-wide eventsEmployee referral bonus program Quarterly team building eventsFinancial Health 401k matchShared ownership employee stock program Monthly transportation stipend*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.CompensationAnnual base salary: $115,000-$150,000Target annual bonus percentage: 15%Working Conditions:At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.#LI-AD2#LI-Onsite