Manager, FP&A

Manager, FP& A

The Manager, FP& A will serve as a strategic finance partner across the full spectrum of financial planning and analysis activities for the US CXM portfolio. This role focuses on revenue forecasting, cost management, financial close operations, and commercial P&L analysis across all CXM. They will partner closely with client management, commercial finance partners, and practice leadership to ensure consistency, integrity, and forward-looking clarity in financial projections and reporting.

Revenue Forecasting & Analysis:

• Lead or support the RF forecast process for the US CXM portfolio, ensuring timely, accurate, and aligned revenue forecasts on a monthly cycle.
• Collaborate with client management and commercial finance partners to gather, validate, and refine client billing and revenue forecasts.
• Ensure consistency across all revenue streams sourced from Salesforce and supporting systems.
• Challenge client billings and revenue forecasts, including phasing and timing, to ensure projections are realistic and aligned with contractual obligations.
• Lead discussions with client management and commercial finance teams to refine forecast assumptions, identify risks and opportunities, and adjust forecasts accordingly.
• Work in partnership with practice management to review client and practice P&Ls, ensuring margin health through constructive review and analysis.
• Conduct scenario analyses to evaluate financial impacts of identified risks and opportunities, developing actionable recommendations for leadership.
• Maintain data integrity across forecasting systems and ensure revenue recognition aligns with IFRS 15 standards.

Cost Management & Resource Analysis:

• Own or support labor and resource cost management across the CXM portfolio, including forecasting, budget tracking, and variance analysis.
• Analyze cost structure (payroll, contractor, allocation models) and develop recommendations to optimize cost efficiency and margin health.
• Partner with practice management on resource planning and cost allocation to support commercial decision-making.
• Ensure cost forecasts align with revenue forecasts and overall business strategy.

Variance Analysis & Financial Control:

• Lead or support monthly variance analysis on cost, revenue, and actuals versus forecast and budget, identifying root causes and trends.
• Provide insights and recommendations to leadership on financial performance, profitability drivers, and portfolio health.
• Ensure cost accruals, allocations, and revenue recognition are accurate and timely.

Month-End Close & Operations:

• Coordinate and support month-end close processes, ensuring timely cost accruals, P&L accuracy, and compliance.
• Work with RRA and finance teams to align on cost allocation, revenue recognition, and overall close integrity.
• Address discrepancies proactively to ensure accurate reporting across practice areas.

Strategic Business Partnering & Insights:

• Serve as a trusted advisor to revenue and operations leadership, clearly communicating financial performance, trends, risks, and opportunities across the CXM portfolio.
• Provide forward-looking commentary and insights to support strategic planning and decision-making at the client and portfolio level.
• Develop and present actionable recommendations to senior leadership on growth opportunities, cost optimization, profitability, and portfolio strategy.

Process Optimization & Systems:

• Identify opportunities to improve the efficiency and accuracy of forecasting, close, and cost management processes.
• Support systems integration work (Workfront/D365) to improve data flow, reduce manual effort, and enhance forecast reliability.
• Collaborate with FP&A and finance operations on continuous improvement initiatives and best practice implementation.

Candidate Qualifications

Academics /

Work Experience:

• Bachelor degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 5+ years of progressive experience in financial analysis, forecasting, reporting, and/or cost management.
• 2+ years in a managerial or senior analytical role.
• Agency or professional services experience strongly preferred; demonstrates understanding of client-facing P&L…