Senior Manager, Financial Innovation and Intelligence

Overview

The organization is seeking a Senior Manager, Financial Innovation and Intelligence (FI&I) to join Corporate Finance within Financial Planning and Analytics (FP&A).

This role will help define and scale the FI&I capability within FP&A—advancing how the team uses data, automation, analytics, and financial intelligence to improve forecast quality, accelerate insight generation, and support enterprise decision-making.

The Senior Manager will lead a high-performing team, fostering innovation, collaboration, and operational excellence, while ensuring accurate, high-quality output in a fast-paced environment.

Responsibilities

Team Leadership & FI&I Capability Building

• Lead, coach, and develop Finance Analytics Solutions Partners; set clear goals, priorities, and development plans.
• Own the FI&I job family: define role expectations across levels, guide career progression, and build hiring and succession plans as the team grows.
• Establish operating rhythm, analytical standards and documentation, and ways of working to ensure the FI&I team is resilient, scalable, and consistently high-quality.
• Advance analytics maturity through predictive model design and delivery, and scenario and sensitivity analysis; deliver scalable, repeatable enterprise financial models.
• Support forecasting by championing analytics used by FP&A’s Enterprise Analytics and Operational Statistics work, including trend analysis and core drivers such as billing days, fringe, and Protiviti burden rates.
• Drive consistency by ensuring analytics methodologies are consistent, well-documented, and applied uniformly across regions and business units.
• Champion diversity, equity, and inclusion within the finance organization.

Cross-Functional Leadership

• Manage initiatives to improve cross-functional processes and enhance FP&A productivity and effectiveness, including auditing current processes, identifying inefficiencies, and implementing best-in-class financial practices.
• Manage integration of real-time data into financial models and decision-making frameworks to improve agility and support dynamic financial planning.

Financial Systems, Tools & Automation

• Identify and lead high-value automation opportunities, including managing automation of manual reporting and analysis to free capacity for higher-value insight and business partnership.
• Partner with Financial Data & Analytics (FD&A), IT, and Data Governance to ensure trusted, well-defined data.
• Lead FI&I innovation initiatives that improve accuracy and efficiency through automation and process improvements.

Financial Analysis & Reporting

• Manage preparation and presentation of the quarterly enterprise forecast, annual enterprise budget, and monthly financial reports, including KPIs, variance analysis, and functional performance.
• Guide development of sophisticated financial models and forecasting tools to evaluate business performance, client profitability, and support strategic initiatives.
• Oversee the team that provides information required for external disclosures, earnings releases, investor scripts, and management reporting, including fluctuation and trending analysis and long-term planning information as needed.
• Provide substantive analytical support to executive management as part of the quarterly earnings cycle, including helping executives understand trends and anomalies in business results to support financial regulatory activities.

Operational Excellence & Process Improvement

• Identify and manage initiatives to enhance tools and data analytics capabilities to improve FP&A’s ability to deliver timely, actionable financial insights.

Business Partnering & Stakeholder Engagement

• Build and maintain strong relationships across the global CFO organization.
• Manage financial due diligence efforts for strategic initiatives, providing expert financial analysis and recommendations to senior leadership.

Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, Data Analytics, Information Systems, Business Administration, or a related field; an MBA or equivalent is strongly preferred.
• 10+ years of progressive experience in financial planning and analysis, with at least 3 years in a managerial or leadership role.
• Strong executive presence and storytelling ability to translate complex financial, operational, and analytical concepts into clear, high-quality executive-ready insights and recommendations.
• Ability to align financial strategies with business objectives; exceptional communication skills and strong collaboration across teams.
• Experience scaling a finance analytics, BI, or FP&A innovation capability.
• Experience developing career frameworks and/or analytics talent pipelines.
• Deep understanding of financial systems, data architecture, and advanced financial analytics tools; proficiency in financial management software and data visualization tools such as DOMO, Adaptive Insights, and Power BI.
• Hands-on experience deploying AI/ML or generative-AI solutions in finance workflows.
• Working knowledge of analytics, automation, and query tools such as SQL, Python, or R, with the ability to guide technical work and translate business needs into scalable solutions.
• Demonstrated excellence with data validation, quality standards, and review discipline with time-sensitive deadlines.
• Strong organizational and time-management skills.
• Proven ability to lead high-performing teams, foster innovation, and drive operational excellence.
• Ability to comprehend and apply industry-specific financial metrics to drive business results.
• Strong understanding of economic and geopolitical factors impacting financial planning and analysis.
• Experience operating in a large, global, matrixed enterprise; staffing or professional-services industry experience is a plus.
• Certifications such as CPA, CFA, or CMA are highly preferred.

Preferred Qualifications

• MBA or equivalent
• CPA, CFA, or CMA
• Experience in staffing or professional-services

Compensation & Benefits

• Typical annual salary range: $116,000.00 - $180,000.00 (negotiable depending upon experience and location)
• Discretionary annual bonus eligibility
• Group health insurance benefits (medical, vision, dental)
• FSA and HSA healthcare accounts
• Life and accident insurance
• Adoption and fertility assistance
• Paid parental leave of up to 6 weeks
• Short/long term disability
• Paid time off for vacation, personal needs, and sick time
• Choice Time Off (CTO): varies based on years of service and is pro-rated based on hours worked per week; a new hire earns up to 17 days of CTO per calendar year
• Up to 11 paid holidays per calendar year
• Opportunity to contribute to a 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of contributions for eligible employees

Location

Compensation and eligibility to consider qualified candidates with certain criminal history/arrest/conviction records are addressed for the following locations:

• For positions located in San Francisco, CA: consideration of qualified applicants with criminal histories consistent with the San Francisco Fair Chance Ordinance.
• For positions located in Los Angeles County, CA: consideration of qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Information

• Employment offers are contingent upon successful completion of a background check.
• Equal Opportunity Employer (M/F/Disability/Veteran).
• Applicants who need reasonable accommodation for the application process should request assistance through the company’s accommodations process.