Financial Planning & Analysis Manager – FP&A

Pearl Meyer

FP&A Manager at Pearl Meyer leading the budgeting process and financial reporting packages. Partnering with C-suite and IT to build and govern the Finance BI environment.

Posted 6/23/2026full-timeWellesley • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $140,000 - $150,000 per yearWebsite

Tech Stack

Tools & technologies

ERPSQLTableau

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

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
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
Bachelor's degree in Finance, Accounting, Economics, or related field required
CPA, CFA, or MBA is a plus but not required.

Benefits

Comp & perks

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).

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingvariance analysisbudgetingforecastingdata governanceprocess automationreportingutilization-based revenuerevenue recognitionKPI dashboards

Soft Skills

leadershipcommunicationcollaborationanalytical thinkingproblem-solvingorganizational skillsattention to detailstakeholder managementadaptabilitystrategic thinking

Certifications

CPACFAMBA