Family Office FP&A Manager

Family Office FP&A Manager

Company: Pillar Family Office

Location: Las Vegas, Nevada

Job Type: Full‑Time

About the Family Office

Pillar Family Office is a family office platform serving ultra‑high‑net‑worth families with integrated investment management, tax and estate coordination, trust advisory, bill pay, and family governance. We combine institutional rigor with boutique service to protect, grow, and simplify multi‑generational wealth.

Position Overview

The FP&A Manager owns the Office’s financial planning and performance insight engine for clients—delivering budgeting, forecasting, profitability analytics, and decision support across client households. This seat translates data into actionable strategy, strengthens financial discipline, and ensures leaders have a clear, timely view of what’s working—and what’s not.

Seat Summary

• Core Purpose: Deliver clear, timely financial insight that drives better decisions and profitable growth.
• Reports To: CFO
• Direct Reports: Analyst(s) / future FP&A hires
• Key Interfaces: Clients, Client Managers, Investments, Operations, Tax/Trust, Finance/Accounting
• GWC (Get it / Want it / Capacity): Gets the seat | Wants the seat | Has the capacity (skills, time, emotional EQ)

Top 5 Accountabilities

1. Budgeting & Forecasting: Build and maintain annual budgets and rolling forecasts (consolidated service line).
2. Performance & Profitability Analytics: Variance analysis, client/service profitability, pricing & margin insights.
3. Reporting & Communication: Monthly/quarterly management pack (P&L, cash, KPIs) with executive-ready narratives.
4. Liquidity & Capital Planning: 13‑week cash forecasts; client liquidity coverage tracking vs. policy.
5. Data, Systems & Process: Own the finance scorecard, BI dashboards, and continuous improvement of FP&A processes.

Key Responsibilities

• Planning & Modeling: Driver‑based models, scenario analysis, sensitivity testing for strategic decisions.
• Management Reporting: Deliver WD 7 monthly close insights, visualize trends, and flag issues/risks early.
• Client/Service Economics: Build client‑level P&Ls; identify scope creep, pricing opportunities, and cost levers.
• Investment & Treasury Support: Partner with CIO on fee projections, cash calls/distributions, and risk buffers.
• Controls & Compliance: Ensure data integrity, documentation, and audit‑ready workpapers.
• Cross‑Functional Leadership: Be the connective tissue across teams; simplify complexity into clear choices.

Scorecard KPIs (Weekly / Monthly)

• Close timeliness: % closed by WD 5 (Target: ≥95%).
• Reporting timeliness: Client pack delivered by WD 7 (Target: 100%).
• Forecast accuracy: Next‑quarter revenue/expense within ±5% of actuals (Rolling) (Target: ≥85% of quarters).
• Client reporting on-time: Quarterly client reports sent by SLA (Target: ≥98%).
• Profitability visibility: % of A/B clients with current profitability view (<90 days) (Target: 100%).
• Liquidity coverage: % of households meeting policy (e.g., 18–24 months expenses) (Target: ≥95%).
• Data quality: Required finance data fields complete/valid (Target: ≥98%).

90‑Day Rocks (Examples)

1. Deliver standard FP&A reporting pack v1 (exec summary, KPIs, margins, liquidity).
2. Implement client/service profitability model and recommendations for pricing/efficiency.
3. Launch dashboards (Power BI or equivalent) for weekly scorecard.
4. Document the Finance Core Process (from close to reporting) and reduce cycle time by 20%.

12‑Month Success Outcomes

• Forecast error on core expenses <3%; revenue <5%.
• Reduce time‑to‑report from WD 15 → WD 7 across all clients.
• Client‑level profitability adopted in pricing and resourcing decisions; margin improves  300–500 bps.
• Financial data is accurate, fully documented, and validated— providing confidence that every report and decision is based on complete, reliable information.
• Operate with a disciplined performance dashboard and weekly reviews to ensure your client’s priorities stay on track and issues are resolved quickly

Ideal Candidate Profile

• Analytical, systems‑minded, and commercially savvy; turns numbers into narratives and actions.
• Confident communicator with executive presence; thrives in entrepreneurial settings.
• Builds scalable processes without sacrificing speed or clarity.

Qualifications

• Bachelor’s in Finance/Accounting (MBA/CPA a plus).
• 5–8 years FP&A or Strategic Finance (family office / wealth / asset mgmt. preferred).
• Experience with advanced Excel/modeling; experience with BI tools (Power BI/Tableau) and GL (NetSuite/QBO) and portfolio reporting (e.g., Addepar) a plus.
• Proven track record building budgets, models, and dashboards that leaders actually use.

Tools & Systems (Preferred)

• GL: NetSuite / QuickBooks Enterprise
• BI/Reporting: Looker / Power BI / Tableau, Excel
• Portfolio Reporting: Addepar / Black Diamond / Tamarac
• Collaboration: Microsoft 365, SharePoint/Teams

Why Join

• Direct, visible impact on performance and client outcomes.
• Entrepreneurial culture with high trust, autonomy, and cross‑functional exposure.
• Competitive comp with performance bonus; clear path to build and lead.