Manager, Financial Planning and Analysis

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Job Overview: 

We are seeking an experienced and strategic FP&A Manager to build out the Financial Planning & Analysis (FP&A) function from the inception. This role will be responsible for developing financial processes, implementing reporting frameworks, and managing financial planning initiatives to support business growth. The FP&A Manager will also play a critical role in establishing a scalable infrastructure and hiring and leading a future team. The ideal candidate will have a strong background in system implementations and multi-entity consolidations within the professional services industry.

Key Responsibilities:

1. Build and Establish FP&A Function:

• Develop and implement FP&A processes, frameworks, and best practices.
• Design and implement financial models, reporting tools, and analytics to support business needs.
• Partner with Accounting team, Shared Services and Client Facing Department leaders to integrate FP&A into overall financial strategy.
• Establish reporting structures tailored for a multi-entity professional services firm.

2. Financial Planning & Reporting:

• • Own the budgeting, forecasting, and long-term planning processes.
  • Develop forecasting dashboards, KPI tracking, and variance analysis to provide data-driven insights.
  • Develop detailed pro forma financial models to support M&A analysis and decision-making.
  • Present financial insights and recommendations to the Management Team to drive strategic initiatives.

3. Process & Systems Implementation:

• Identify and implement financial planning tools and software to enhance efficiency and accuracy.
• Lead system implementations and process improvements to streamline financial operations
• Establish standardized reporting and forecasting processes to support scalability.
• Drive automation and integration of financial systems across multiple entities.

4. Strategic Business Partnership:

• Work cross-functionally with Shared Services and HODs to provide financial insights that drive business decisions.
• Develop and maintain financial models for scenario planning and business case evaluations.
• Support pricing, investment, and operational efficiency initiatives with robust financial analysis.

5. Team Leadership & Development:

• Define and build the FP&A team, hiring and mentoring key talent as the function scales.
• Establish clear goals, responsibilities, and career development paths for the FP&A team.
• Foster a data-driven and high-performance finance culture.

Qualifications & Skills:

• Bachelor’s degree in Finance, Accounting, or a related field (MBA or CPA preferred).
• 5-8+ years of experience in FP&A, financial modeling, and business analysis, preferably within the professional services industry.
• Proven track record of building or scaling FP&A functions within a growing organization.
• Strong analytical, problem-solving, and financial modeling skills.
• Extensive experience with system implementations and multi-entity consolidations.
• Experience with financial planning tools (e.g., Adaptive Insights, Anaplan, NetSuite, or similar).
• Excellent communication and presentation skills, with the ability to translate financial data into actionable insights.
• Strong leadership capabilities with experience managing or mentoring teams.
• Ability to thrive in a fast-paced, evolving environment with minimal direction.