Financial Planning and Analysis Manager

POSITION OVERVIEW

The client is a private equity backed cybersecurity and managed IT services firm operating across three business lines: product resale, managed services, and consulting. The FP&A Manager owns the recurring monthly reporting cycle and builds the reporting and forecasting tools that support it. The role reports to finance leadership and works closely with the Accounting Manager and data engineers.

RESPONSIBILITIES

Monthly Reporting Cycle

• Own the monthly revenue and expense reporting packages and the deliverables.
• Produce the monthly package issued to business line owners.
• Produce the variance review worksheet and the supporting schedules behind the monthly management narrative, including variance analysis versus forecast, budget and prior year across all business lines.
• Prepare and validate source data extracts from NetSuite to support monthly reporting, in conjunction with Anthropic/Claude tools.
• Maintain recurring analytics including segment and engagement profitability, contracted and backlog reporting, capacity utilization, and vendor and partner margin.
• Work directly with the accounting team during close to facilitate reporting to executives and external stakeholders.

Process, Tools and Partnership

• Define finance reporting requirements in Power BI, including measure definitions, grain and validation, working with our data engineers and reporting systems owners.
• Identify data quality issues in source systems, work with the owning function to correct history, and put controls in place to prevent recurrence.
• Rebuild the thirteen week cash flow model, including converting the revenue estimate from static to dynamic using sales pipeline data.
• Maintain process documentation for all recurring deliverables.
• Partner with operating unit leaders to explain results and improve the accuracy and timeliness of forecast inputs.

Planning and Strategic Support

• Support the annual budget, quarterly forecast and rolling forecast processes, including template distribution, submission collection and consolidation.
• Develop, maintain and enhance KPI reporting, including gross revenue retention, net revenue retention and recurring revenue.
• Support ad hoc analysis, business cases and M&A integration.

COMPETENCIES

• High degree of ownership and accountability.
• Reconciliation and tie out discipline.
• Follows documented conventions precisely and escalates ambiguity rather than improvising.
• Deep comfort with ambiguity and with iterative rebuilding of tools and processes.
• Translates financial data clearly for non finance stakeholders.
• Clear written English suitable for supporting board facing material.

REQUIREMENTS

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• Five or more years in FP&A, financial reporting or analytical finance.
• Experience in a services or project based business, with working knowledge of utilization, bill and cost rates, engagement margin and third party pass-through services.
• ERP experience at transaction and extract level: NetSuite, SAP, Oracle, JD Edwards, Dynamics or comparable. Planning and reporting layers such as Smart View, Hyperion, TM1, Cognos and Planful do not meet this requirement on their own.
• Advanced Excel, including Power Query, pivot tables, SUMIFS, INDEX MATCH and XLOOKUP, working comfortably with datasets of 50,000 rows or more.
• Has designed and handed off a recurring report or model that continued to run without them.
• Has changed how a team outside finance works, with a measurable result.
• Hands on experience producing a recurring monthly close or reporting package.
• Minimum four hours of daily overlap with US Central time, with extended availability during the first ten business days of each month.
• Experience using AI tooling to accelerate finance work, e.g. Claude Skills.
• Power BI, including Power Query and M, DAX measures and data modeling.
• NetSuite, including saved search authoring.
• Recurring revenue metrics: ARR, MRR, GRR and NRR.
• Professional services, MSP, technology or SaaS industry background.
• SQL or Python for data preparation.
• Comfort with journal entries, accruals and balance sheet reconciliations.
• MBA, CMA, CFA or local equivalent certification.
• M&A integration or purchase accounting exposure.