FP&A Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Trace financial and operational data through various source systems, reconcile it with the general ledger, and document the sources and definitions of metrics.

• Collaborate with the data and insights team as well as the lead data engineer to establish Finance requirements for Snowflake, ensuring alignment on definitions and validating data reconciliation.

• Identify and resolve gaps in data, processes, and system configurations.

• Standardize reporting across legal entities and acquired businesses, including mapping for entities, business units, and cost centers.

• Complete the rollout of NetSuite Planning & Budgeting, establishing it as the primary system for budgeting, forecasting, and management reporting.

• Enhance management reporting models and automate reporting wherever feasible.

• Drive automation and process enhancements across FP&A workflows.

• Oversee the annual budget process and the recurring reforecast cycle.

• Expand planning, forecasting, and reporting to encompass business units, sales channels, and support functions.

• Act as the finance partner to business unit leaders, sales teams, and functional leaders.

• Collaborate with the Controller and accounting team to ensure FP&A reporting aligns with closed books and agreed-upon definitions.

• Produce monthly and quarterly management reporting packages that include variance analysis and commentary.

• Report on business performance and analyze both strategic and operational drivers.

• Prepare analyses and materials for reporting to the board, sponsors, and lenders.

• Define and maintain key performance indicators (KPIs) for each business unit and service line.

• Lead ad hoc analyses and special projects, which may include pricing, margin, and acquisition integration work.

• Build and manage a team of analysts as the function evolves.

• Achieve six-month goals, which include documenting data maps, reconciling Snowflake Finance data with the general ledger, and completing a full reforecast cycle.

• Accomplish twelve-month goals that include business-unit-level budgets and forecasts, stable KPI definitions, reduced manual reporting efforts, and increased adoption of FP&A analyses by business leaders.

⛳️ Requirements

• Bachelor's degree in finance, accounting, economics, or a related field.

• A minimum of five years of progressive experience in FP&A or corporate finance.

• Proficiency in SQL and the ability to query source data directly.

• Experience with cloud data platforms such as Snowflake, Databricks, Redshift, or BigQuery, or a demonstrated ability to quickly learn new data tools.

• Practical experience with planning and budgeting systems like NetSuite Planning & Budgeting, Adaptive Planning, Vena, or Anaplan.

• Working knowledge of NetSuite or a comparable ERP system, including its data structure and extraction procedures.

• Experience with multi-entity reporting and data management from acquired businesses with incomplete systems integration.

• Adequate accounting knowledge to reconcile reports with the general ledger and collaborate with the Controller's team.

• Advanced skills in Excel modeling.

• Experience with reporting or business intelligence platforms such as Sigma, SuiteAnalytics, Power BI, or Tableau.

• Ability to investigate variances, trace data back to its source, test assumptions, and resolve discrepancies.

• Capacity to collaborate with data engineering and analytics colleagues, translating Finance requirements into data models.

• Proven track record of building models and processes from the ground up.

• Ability to work with leaders outside of Finance and translate results into actionable business strategies.

• Comfort in a private equity-backed environment characterized by fast pace, limited resources, shifting priorities, and evolving scopes.

• Capability and interest in building and leading a team as the function expands.

• Preferred: experience in supporting or participating in a data warehouse or ERP implementation.

• Preferred: experience in rolling out a self-service reporting layer to users outside of Finance.

• Preferred: background in professional services, legal services, or another project-driven business model.

🏝️ Benefits

• Annual performance-based bonus.

• Opportunity to build and eventually lead a team.

• Meaningful work and career growth opportunities.