FP&A Manager

Why Work With Us

At Marshall & Stevens, we are building something special. As a growing financial services firm with 200 employees across the United States, we believe in collaboration, innovation, and the impact every individual can make. You’ll be part of a team that values transparency, career growth, and building a culture of ONE.

What This Job Will Do

We are seeking an FP&A Manager to deliver strategic financial insight and analytical support within a financial services environment. This role partners closely with senior leadership and cross-functional stakeholders to drive financial planning, budgeting, forecasting, and performance analysis. The FP&A Manager will independently own core FP&A processes, develop advanced financial models, and provide actionable insights that support strategic and operational decision-making.

Key Responsibilities

Financial Planning, Budgeting, & Forecasting

• Lead the development and execution of annual budgets, rolling forecasts, and long-range financial plans.
• Partner with business units to gather assumptions, inputs, and financial data for planning and forecasting models.
• Analyze actual results versus budget and forecast, identifying key drivers, trends, risks, and opportunities.
  
  

Strategic Decision Support

• Serve as a trusted finance partner to leadership by providing analytical support for strategic initiatives.
• Perform scenario, sensitivity, and what-if analyses to evaluate the financial impact of business decisions.
• Develop financial models and business cases for investments, new initiatives, pricing, and capital allocation.
• Support M&A, integration, or other strategic transactions as applicable.
  
  

Performance Measurement & Reporting

• Design, enhance, and maintain KPIs, dashboards, and recurring management reporting.
• Prepare monthly and quarterly financial reporting packages for senior management.
• Present financial results, forecasts, and insights in a clear, concise, and decision-oriented manner.
• Ensure consistency and accuracy of financial reporting across business units.
  
  

Financial Modeling & Analytics

• Build, maintain, and improve complex financial models for forecasting, valuation, and scenario analysis.
• Conduct detailed variance analysis and data-driven investigations to explain financial performance.
• Leverage financial systems and analytical tools to improve insight generation and forecasting accuracy.
  
  

Financial Systems Administration & Optimization

• Serve as an administrator for the company’s ERP and financial planning systems, ensuring data integrity, user access, and system enhancements.
• Project manage system implementations, upgrades, and integrations to support evolving business needs.
• Partner with IT and accounting teams to troubleshoot issues, optimize workflows, and drive automation within financial processes.
• Train and support team members on system functionality and best practices.
  
  

Month-End Close & Accounting Collaboration

• Collaborate closely with the accounting team to support and participate in the month-end close process, including proper revenue recognition and variance analysis.
• Ensure accurate and timely financial data flow between accounting and FP&A systems.
• Leverage accounting expertise to validate financial results and enhance reporting quality.
  
  

Process Improvement & Optimization

• Identify and implement process improvements, automation, and standardization opportunities within FP&A.
• Enhance planning and reporting timelines, accuracy, and scalability as the business grows.
• Partner with accounting, finance systems, and business teams to improve data quality and reporting integrity.
  
  

Stakeholder Engagement & Collaboration

• Collaborate cross-functionally with accounting, operations, sales, and marketing teams.
• Build strong relationships with senior leaders and act as a key financial advisor to business partners.
• Communicate financial assumptions, risks, and recommendations effectively to both financial and non-financial audiences.
  
  

What You Bring

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required.
• MBA, CPA, CFA, or other relevant professional certifications preferred.
• 5 years of progressive experience in FP&A, corporate finance, accounting, or related roles; financial services experience preferred.
• Strong understanding of financial planning, budgeting, forecasting, and valuation methodologies.
• Advanced proficiency in Excel, financial modeling, and data analytics tools; experience with automation and business intelligence platforms is a plus.
• Strong technical aptitude with the ability to design, implement, and optimize financial systems and processes.
• Solid accounting foundation, with hands-on experience in month-end close and financial statement preparation.
• Demonstrated experience with ERP or financial planning platforms (e.g., NetSuite, SAP, Oracle, Adaptive Insights, etc.) in administrative capacities.
• Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail.
• Strong written, verbal, and presentation skills with the ability to convey complex financial concepts to non-financial audiences.
• Ability to manage multiple priorities, meet tight deadlines, and perform effectively in a fast-paced environment.
• Experience in client-facing, consulting, advisory, or public accounting roles is a plus.
  
  

Fun Fact About M&S

We’ve been around for nearly 100 years, yet we’re transforming faster than ever. Our team is entrepreneurial, collaborative, and focused on building something bigger together.