Manager, FP&A (Professional Services)
Key Responsibilities
Strategic Advisory & Financial Planning: Act as a trusted financial partner to assigned department leaders, guiding their budgeting, forecasting, and long-range planning activities. Ensure operational execution aligns with approved financial budgets, forecasts, and strategic priorities.
Performance Management & Reporting: Prepare and lead monthly financial review meetings with department heads and executive finance leadership. Deliver clear visibility into actual results, forward-looking analyses, margin trends, investment needs, and competitive benchmarks. Analyze historical performance to identify core business drivers, underlying trends, and operational efficiencies.
Data Visualization & Strategic Communication: Develop compelling, high-impact financial models and visual reports for senior leadership to facilitate informed decision-making. Translate complex data into intuitive, executive-ready presentations and recommendations.
Cross-Functional Collaboration & Ad-Hoc Projects: Partner closely with cross-functional teams—including Accounting, Tax, HR, Pricing, Commercial, Operations, and Parent Company stakeholders. Lead financial analysis and support for special projects, strategic business initiatives, and process improvement efforts.
Key Competencies & Qualifications
Requirements & Experience: Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field. Experience: 8+ years of progressive FP&A experience, with a proven track record of supporting senior business leaders. Technical Mastery: Advanced expertise in Excel, financial modeling, and PowerPoint slide design. Systems Experience: Proficiency with modern FP&A tools such as Workday Adaptive Planning, Anaplan, Vena, NetSuite, or similar enterprise platforms.
Core Strengths & Mindset
Strategic Communicator: Exceptional interpersonal and presentation skills with a demonstrated ability to build strong cross-functional relationships and influence executive decision-making. Analytical & Insight-Driven: Proven ability to synthesize granular financial data into strategic insights that drive sound business decisions. Proactive & Organized: A highly organized self-starter who thrives independently, manages multiple priorities, and excels under tight deadlines. Growth Mindset: Strong commitment to continuous process improvement and operational excellence. Collaborative Leader: A humble, high-energy team player with strong emotional intelligence and an ego-free approach to working with others.