Manager, FP&A

• Partner with business leaders to manage pipeline, bookings, revenue, and expense performance
• Own monthly, quarterly, and annual forecasting, including variance analysis and key drivers
• Deliver timely and accurate reporting on bookings, pipeline, and revenue, highlighting trends, risks, and opportunities
• Support monthly business reviews (MBRs) and executive reporting with clear financial insights and commentary
• Collaborate with the Accounting team to ensure monthly revenue and expense reporting is accurate and in line with expectations
• Oversee revenue reporting, including managed revenue, functional revenue, deduped revenue, and contributed revenue, ensuring alignment with financial systems
• Own project profitability reporting, ensuring data integrity while providing clear visibility into margins and key performance drivers
• Maintain and enhance forecasting models, including account-level reforecasting and AOP modeling
• Develop and maintain dashboards to track key KPIs across pipeline, bookings, and revenue performance
• Partner with various Operations teams to improve data warehouse logic and business rules supporting financial reporting in Salesforce, dashboards and other systems
• Identify opportunities to streamline reporting processes and improve efficiency across FP&A workflows, including leveraging automation and AI-driven tools where appropriate
• Ad hoc analysis including preparation of Board Presentations, integration financial support for acquisitions and contributions to strategic planning processes

• 7+ years of relevant financial experience, ideally in FP&A or corporate finance.
• Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA a plus.
• Experience developing financial models, forecasts, budgets, and executive-level reporting to support strategic decision making.
• Strong communication and influencing skills, with the ability to build credibility and partner effectively with senior stakeholders.
• Experience with reporting, forecasting, and data visualization tools (Salesforce, Adaptive Planning, Power BI).
• Strong understanding of financial statements, U.S. GAAP, and finance principles.
• Detail-oriented, hands‑on, and comfortable working within a matrix management structure.
• Team-oriented with the ability to pivot across multiple priorities and support team goals.

Demonstrates expertise in financial planning and analysis, including forecasting, budgeting, and reporting, while leveraging data visualization tools to provide actionable insights. Strong ability to collaborate with cross‑functional teams and communicate effectively with senior stakeholders to drive strategic decision‑making.