Manager, Financial Planning and Analysis

Role Overview

If you enjoy all aspects of the annual budgeting process, building and running models, and showcasing your superior Excel skills, the Manager, Financial Planning & Analysis plays a crucial role in developing the annual budget and long‑range plans, driving reporting with our collaboration partners, and owning and implementing system and process improvements within FP&A. The role also owns monthly and annual reporting related to the monthly accounting close, internal financial reporting, and the annual audit, while playing a key role in the firm’s annual operational budgeting process.

• Provide support to the Director, Financial Planning & Analysis in developing the firm’s annual operational budgeting process, leveraging prior experience to improve the process and deliver value added support and analyses to business partners.
• Create and maintain various scenarios of multi‑year financial and cash‑flow models to support strategic initiatives.
• Build business‑partner relationships within the Finance Department and other Corporate and Administrative departments to support their financial reporting and analysis needs.
• Design and implement scalable financial planning and analysis processes and identify process improvements that support the needs of a growing business.
• Follow best practices to enhance the quality, efficiency and effectiveness of individual and team work product.
• Prepare the monthly and YTD financial reports and variance analyses.
• Build capabilities to provide additional business insights into financial and operational information, including flexible ad‑hoc reporting.
• Establish tools/processes to assess ROI on firm financial commitments.

• 8+ years of experience in finance and financial planning & analysis.
• Direct experience with a firm’s operating budget in a professional services firm.
• Working knowledge of MS Office, advanced experience in MS Excel, database systems and data‑modeling skills.
• Advanced understanding of accounting and financial statements.
• Experience designing, maintaining, and documenting financial reports.
• Strong knowledge of financial modeling, forecasting, and analysis.
• Experience with Planful or other budgeting and financial reporting software.
• Successful track record leading financial processes, systems, and analytics.
• High attention to detail and solid organizational skills with excellent visual and verbal communication.
• Strong business acumen and ability to learn the firm’s financial and operational functions.
• Highly collaborative, solutions oriented, and able to thrive in a fast‑moving environment.
• Desire to take initiative and contribute to the team and the firm.
• Strong knowledge and experience with accounting principles, financial analysis, and problem solving.
• Ability to commute to our office in San Francisco, complying with the hybrid work policy of 2–3 days per week in office.
• Bachelor’s degree in Finance, Accounting, Information Systems, or a related field.

Compensation Base Salary Range: $ – $ (tailored to location and experience). Annually eligible for a discretionary bonus with a target of 12.5% based on individual impact and firm success.

Our industry‑leading benefits include:
Health & Wellness – comprehensive healthcare options, a monthly wellness subsidy, and access to premium wellness apps;
Financial Security – robust retirement savings plans;
Work‑Life Blend – a hybrid work model and generous paid time off;
Family & Personal Support – specialized support such as fertility treatments, parental leave, back‑up childcare, eldercare services, concierge assistance, and pet care;
Growth & Culture – mentorship, continuous learning, and an inclusive community.

Hybrid work policy: 2–3 days per week in the San Francisco office.

Cornerstone Research provides Equal Employment Opportunities to all employees and applicants for employment without regard to legally protected categories such as age, sex, gender, gender identity, race, color, creed, religious belief, disability, marital status, pregnancy status, military status, veteran status, arrest or conviction record (except where permitted by law), sexual orientation, ethnic background, citizen status, ancestry, and national origin.

Cornerstone Research is committed to offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability, please contact Margaret Dondero at 617‑927‑3099 or via email mar The non‑confidential portions of the affirmative action program for individuals with disabilities and protected veterans are available for inspection upon request by contacting Anna Beeler at