FP&A Manager

Overview

The organization is seeking a Manager of FP&A to lead financial planning, forecasting, management reporting, and variance analysis. This role owns the planning cadence, translates closed accounting results into business insights, and supports leadership with budget discipline, forecast updates, cash forecast inputs, lender/management reporting, and recurring performance narratives.

Responsibilities

• Lead annual budget and quarterly forecast cycles, including recurring variance analysis across revenue, margin, compensation, operating expenses, and cash flow drivers.
• Support PE sponsor and board reporting by preparing financial packages, KPI analysis, performance narratives, forecast bridges, variance analysis, and responses to follow-up requests.
• Lead special projects and reporting redesign efforts, including standardizing reporting packages, simplifying recurring processes, improving forecast workflows, and enhancing executive-ready materials.
• Own partner compensation planning and analysis, including modeling, accrual support, plan scenario analysis, payout analytics, and alignment to forecast and budget assumptions.
• Build long-range planning models supporting the 5-year growth target.
• Develop and maintain financial models for revenue, billable hours, utilization, realization, headcount, compensation, partner distributions, operating expenses, technology spend, cloud spend, AI spend, and scenario planning.
• Support business case development for technology, automation, cloud, AI, operating investments, and transformation initiatives, including ROI, payback, cost-benefit, and sensitivity analysis.
• Partner with the data team to define, standardize, and govern key financial and operating metrics used in reporting, dashboards, and planning models.
• Coordinate monthly management reporting, lender reporting support, budget-to-actual analysis, forecast variance commentary, and executive-level performance narratives.
• Establish standards for reporting templates, assumptions, data validation, version control, forecast calendars, and planning processes.
• Partner with accounting to understand close results, evaluate unusual items, and ensure forecast and reporting outputs reconcile to actual financial results.
• Improve FP&A processes, reporting automation, planning tool usage, and self-service analytics across Workday, Office Connect, Adaptive, and related data sources.

Required Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, Business or related field.
• Six+ years of FP&A, corporate finance, financial reporting, business analytics, or related experience.
• Experience supporting budgeting, forecasting, management reporting, board or sponsor reporting, financial modeling, and cross-functional planning processes.
• Experience improving FP&A processes through automation, planning-system enhancements, dashboarding, data workflows, or AI-enabled analysis and reporting tools.

Skills & Abilities

• Advanced financial modeling, analytical, planning, and executive communication skills.
• Ability to redesign reporting, manage special projects, build business cases, and translate complex financial data into clear recommendations.
• Ability to apply automation and AI-enabled tools to improve planning workflows, reporting narratives, variance analysis, data validation, and management reporting efficiency.
• Strong systems orientation with experience improving planning tools, data quality, automation, and dashboard-enabled decision support.

Compensation & Benefits

• Estimated base pay range: $88,000 - $119,000
• Offers typically not made at the maximum; future salary increases may be supported.
• Actual salary at the time of offer depends on business-related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
• Annual discretionary bonus may be available, subject to participation rules and based on a variety of factors including individual and Firm performance.
• Benefits highlights include:
  • 8 health plan options (HMO & PPO), dental and vision coverage
  • Opportunity to enroll in HSA with potential Firm contribution
  • Employee Assistance Program
  • Firm-sponsored basic life and short and long-term disability coverage
  • 401(k) savings plan & profit share with Firm matching contribution
  • Well-being incentive, education & certification assistance, flexible time off
  • Family care leave, parental leave, family formation benefits
  • Cell phone reimbursement and travel rewards
  • Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, supplemental life/AD&D
• Eligibility for benefits programs depends on annual hours expectation, position status/level, and location.

Equal Opportunity

The organization is an equal opportunity/affirmative action employer and provides consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Reasonable accommodations are available for people with disabilities during the application, interview, and recruiting process.