FP&A Manager

Our client specializes in providing outsourced legal services and streamlining operations for clients with sophisticated and nuanced needs.

As they continue growing, they are seeking an experienced FP&A Manager who will play a critical role in overseeing internal FP&A functions, with a focus on managing credit agreements, forecasting financial statements, and providing strategic financial insights to support decision-making processes.
 
What you NEED to SUCCEED in this challenging role:

• Partnering with service line executives to assist with financial targets, cost management, and business insights.
• Serving as the resident financial expert on service line performance and KPI dashboards.
• Completing monthly financial packages, variance analysis, and model updates against budget and forecast.
• Developing and interpreting financial and business analysis projects from start to finish.
• Supporting the preparation of annual budgets, rolling forecasts, and long-term forecasts.
• Assisting in the preparation of presentations for senior management and the Board of Directors.
• Training and mentoring other FP&A team members on best practices and initiatives.
• Identifying and resolving reporting and analysis inefficiencies.
• Performing ad hoc analysis and reporting as required to support strategic initiatives.

What YOU get to DO at this growing company:

• Bachelor’s degree in Finance, Accounting, or related field (Master’s degree preferred).
• Minimum of 5 years of experience in financial analysis and forecasting, preferably in investment/PE/financial services.
• Strong understanding of credit agreements, forecasting, and 3-statement modeling.
• Experience with data visualization platforms (Power BI or Tableau) and Microsoft Power Suite.
• Proficiency in Excel (including advanced functions like index match) and PowerPoint.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts.
• Highly analytical, detail-oriented, and organized individual with a natural curiosity for financial analysis.
• Ability to work effectively in a fast-paced environment and collaborate with cross-functional teams.

What’s in it for YOU? 

• Competitive salary with a 15% bonus potential
• Comprehensive health insurance coverage, including medical, dental, and vision plans
• Generous retirement benefits, including a 401(k) plan with employer contributions
• Flexible paid time off policy, with no accruals required and generous holiday allowances
• Opportunities for professional growth and career development within the organization
• Remote work flexibility, with the option to work from home one day per week