Financial Planning & Analysis Manager (FP&A)

Key Responsibilities

• Lead the annual budgeting process and build a structured forecasting cycle including rolling projections and variance analysis across all business units
• Develop and maintain monthly management reporting packages for senior leadership: covering P&L, KPI dashboards, and executive-facing commentary
• Partner with EC and LP practice leaders to build bottoms-up revenue models tracking pipeline conversion, engagement economics, and consultant utilization
• Support revenue recognition workflows and internal controls in compliance with ASC 606, coordinating with Accounting on deferred revenue, contract modifications, and variable consideration
• Build and maintain financial models to evaluate business performance, strategic investments, and scenario analysis
• Drive process automation and tool improvements across FP&A systems and workflows
• Respond to ad hoc financial requests from the CFO and other ELT members

Business Intelligence

• Own the design, development, and governance of Finance's BI environment — including dashboards, data models, and reporting layers
• Serve as the primary liaison between Finance and IT/Data Engineering to ensure financial data pipelines, definitions, and hierarchies are accurate and audit-ready
• Build and maintain self-service reporting capabilities enabling practice group leaders to access trusted financial data without analyst dependency
• Identify opportunities to automate recurring reporting and reduce manual data preparation through BI tooling and ERP integrations
• Maintain a BI roadmap aligned to FP&A priorities, partnering with stakeholders to prioritize analytics requests and dashboard enhancements

Qualifications

• 6–9 years of progressive FP&A experience with at least 2–3 years owning a full planning cycle in a manager or senior IC role
• Experience in a PE-backed or private company environment strongly preferred
• Background in professional services, consulting, or financial services — familiarity with utilization-based revenue and partner/engagement economics is a significant advantage
• Demonstrated experience building in environments undergoing finance function buildout or systems implementation
• Advanced financial modeling and Excel skills (required baseline)
• Power BI (strongly preferred); Tableau or Looker acceptable
• SQL or equivalent querying ability strongly preferred
• ERP fluency: Sage Intacct or NetSuite experience preferred
• Familiarity with FP&A planning tools (Mosaic, Planful, Vena, or Adaptive) is a plus
• Working knowledge of ASC 606 revenue recognition in a services context
• Bachelor's degree in Finance, Accounting, Economics, or related field required
• CPA, CFA, or MBA is a plus but not required

Compensation

The base salary compensation range being offered for this role is $140,000– $150,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
• Retail Benefits: Savings Plan (401k).