Financial Planning and Analysis Manager

The Financial Planning & Analysis Manager (FP&A) is a high-impact, builder role at the intersection of FP&A and business intelligence. The FP&A Manager will serve as a core member of the Finance team, owning the full planning cycle while simultaneously building and governing Pearl Meyer's Finance BI environment. This person will partner directly with the CFO, practice group leaders, and the executive team to drive financial insight, reporting excellence, and data-driven decision-making.

This role is ideal for a finance professional who is equally comfortable closing a monthly reporting package and designing a data model, and who thrives in environments where the infrastructure is still being built.

Key Responsibilities

FP&A

· Lead the annual budgeting process and build a structured forecasting cycle including rolling projections and variance analysis across all business units

· Develop and maintain monthly management reporting packages for senior leadership: covering P&L, KPI dashboards, and executive-facing commentary

· Partner with EC and LP practice leaders to build bottoms-up revenue models tracking pipeline conversion, engagement economics, and consultant utilization

· Support revenue recognition workflows and internal controls in compliance with ASC 606, coordinating with Accounting on deferred revenue, contract modifications, and variable consideration

· Build and maintain financial models to evaluate business performance, strategic investments, and scenario analysis

· Drive process automation and tool improvements across FP&A systems and workflows

· Support audit readiness and internal controls documentation in alignment with AICPA standards

· Respond to ad hoc financial requests from the CFO and other ELT members

Business Intelligence

· Own the design, development, and governance of Finance's BI environment — including dashboards, data models, and reporting layers

· Serve as the primary liaison between Finance and IT/Data Engineering to ensure financial data pipelines, definitions, and hierarchies are accurate and audit-ready

· Build and maintain self-service reporting capabilities enabling practice group leaders to access trusted financial data without analyst dependency

· Establish and enforce data governance standards across all Finance-owned BI assets

· Identify opportunities to automate recurring reporting and reduce manual data preparation through BI tooling and ERP integrations

· Maintain a BI roadmap aligned to FP&A priorities, partnering with stakeholders to prioritize analytics requests and dashboard enhancements

Required Qualifications

Experience

· 6–9 years of progressive FP&A experience with at least 2–3 years owning a full planning cycle in a manager or senior IC role

· Experience in a PE-backed or private company environment strongly preferred

· Background in professional services, consulting, or financial services — familiarity with utilization-based revenue and partner/engagement economics is a significant advantage

· Demonstrated experience building in environments undergoing finance function buildout or systems implementation

Technical Skills

· Advanced financial modeling and Excel skills (required baseline)

· Power BI (strongly preferred); Tableau or Looker acceptable

· SQL or equivalent querying ability strongly preferred

· ERP fluency: Sage Intacct or NetSuite experience preferred

· Familiarity with FP&A planning tools (Mosaic, Planful, Vena, or Adaptive) is a plus

· Working knowledge of ASC 606 revenue recognition in a services context

Education

· Bachelor's degree in Finance, Accounting, Economics, or related field required

· CPA, CFA, or MBA is a plus but not required

Compensation

The base salary compensation range being offered for this role is $140,000– $150,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

We provide a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)

Retirement Benefits: Savings Plan (401k).