FP&A Manager

Job Description:

Title: FP&A Manager

Location: Phoenix, AZ

Setting: Hybrid (3 days onsite/2 days remote)

Compensation: $120k - $155k + 5% annual bonus + 4 weeks PTO + 401(k) match + profit sharing

Open to folks moving up from Senior Financial Analyst, or those with prior management experience.

Position Overview

We are seeking a forward-thinking, hands-on FP&A Manager to help modernize the Finance function within a growing professional services organization.

This role will focus on automation, AI, systems integration, process improvement, financial reporting, and building scalable FP&A processes. The ideal candidate enjoys identifying manual or inefficient workflows, connecting data and systems, building repeatable solutions, and turning new technology into practical business improvements.

You will work closely with Finance leadership, as well as Finance, IT, and operational leaders across the organization. The role will also support budgeting, forecasting, KPI reporting, profitability analysis, and financial decision-making.

As the role and team evolve, this position is expected to assume additional responsibility for managing and mentoring members of the Finance team.

What You'll Do

Finance Process Improvement & Automation

• Identify and improve manual, repetitive, or inefficient Finance processes.
• Lead Finance projects from concept through implementation and adoption.
• Develop scalable, repeatable workflows using automation, AI, SQL, Python, Power BI, and other technologies.
• Connect data and systems to improve reporting, accessibility, and efficiency.
• Evaluate opportunities to use AI-enabled tools and agents to automate recurring Finance activities.

KPI Reporting & Business Intelligence

• Modernize and automate financial and operational KPI reporting.
• Build scalable reporting solutions that reduce manual data extraction, Excel manipulation, and recurring administrative work.
• Develop dashboards and visualizations that make financial information easier for Finance and business leadership to access and understand.
• Establish reliable processes for data refreshes, calculations, integrations, and reporting.

FP&A, Budgeting & Forecasting

• Oversee and continuously improve budgeting and forecasting processes.
• Strengthen financial models and reporting to support growth and strategic decision-making.
• Help transition Finance from manual data preparation toward more automated, analytical, and value-added work.
• Partner with Finance and other stakeholders to improve planning, reporting, and forecasting processes.

Financial Analysis & Profitability

• Support Finance leadership with financial analysis, profitability reporting, KPIs, and decision support.
• Analyze financial and operational data to identify trends, risks, opportunities, and key business drivers.
• Support pricing, budgeting, utilization, staffing, and profitability analysis.
• Evaluate the financial impact of technology, AI, and evolving service delivery models.

Leadership & Collaboration

• Lead cross-functional Finance initiatives and coordinate stakeholders through implementation.
• Partner closely with Finance, IT, and operational leaders to identify opportunities and develop practical solutions.
• Mentor and develop Finance team members as the role evolves.
• Help build a more technology-enabled, analytical, and scalable Finance function.

What You'll Bring

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 6-10+ years of experience in FP&A, finance, analytics, operational finance, process improvement, or related areas.
• Strong financial modeling, analytical, and problem-solving skills.
• Proven experience improving or building financial processes, reporting, workflows, or systems.
• Advanced Excel skills and experience working with complex data.
• Experience leading projects or initiatives through implementation.
• Experience with AI, automation, business intelligence, or systems integration.
• Experience with Power BI, SQL, Python, Power Query, Power Automate, Tableau, or similar tools.
• Experience working with ERP systems and complex data environments.
• Experience with budgeting, forecasting, profitability analysis, KPI reporting, and financial decision support.
• Experience within professional services, SaaS, or other project/service-based environments preferred.
• Experience managing or mentoring employees.

What Success Looks Like

• Finance processes become more automated, scalable, and efficient.
• Manual reporting and repetitive work are significantly reduced.
• Data and systems are better connected and easier to access.
• KPI and financial reporting become faster, more consistent, and more insightful.
• Budgeting and forecasting become more efficient and forward-looking.
• Finance develops greater capacity for analysis and decision support.
• Technology and AI are thoughtfully incorporated to improve how Finance operates.