Position Summary
The FP&A Manager is responsible for planning, forecasting, and analyzing business performance across the organization. The role supports core processes including budgeting, forecasting, and quarterly commission calculations, and provides visibility into revenue, margin, utilization, and overall business performance to support better, faster decision-making.
Key Responsibilities
Support the annual budgeting process (AOP) and manage quarterly reforecasts and rolling forecasts across the business.
Maintain financial models to project revenue, gross margin, EBITDA, and headcount needs.
Partner with Sales and Delivery leaders to forecast pipeline conversion, bookings, revenue, and backlog.
Analyze monthly financial performance (actuals vs. budget/forecast/prior year) and deliver clear, actionable insights to leadership.
Monitor key services metrics such as billable utilization, bill rates, realization, and cost of delivery to drive margin improvement.
Evaluate project and account profitability, including T&M and managed services engagements, and recommend optimization strategies.
Support pricing, deal modeling, and business case development to ensure profitable growth and informed decision-making.
Prepare executive and board-level reporting, translating financial data into concise, strategic narratives and KPI tracking.
Lead the quarterly commission process, including validating bookings and revenue data, applying compensation plan rules, ensuring accuracy of calculations, and partnering with Sales and HR to deliver timely and accurate payouts
Partner with HR on workforce planning, including headcount forecasting, capacity planning, and compensation-related modeling.
Identify financial risks and opportunities proactively, and recommend actions to improve performance, efficiency, and scalability.
Other duties as assigned.
Basic Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA a plus)
+5 years of FP&A experience, preferably in IT services, consulting or SaaS industry
Experience with Workday Adaptive Planning
Knowledge, Skills & Abilities
Advanced Excel and financial modeling skills
Advanced analytical skills with the ability to interpret financial and operational data, identify key drivers of performance, and generate actionable insights
Ability to perform variance analysis (actual vs. forecast/budget) and clearly articulate root causes, risks, and opportunities to business leaders
Strong business partnership skills, collaboration and ability to influence decision-making through data-driven insights
Experience supporting pricing decisions, deal modeling, and margin optimization, including evaluating trade-offs between growth and profitability
High attention to detail with a track record of producing accurate, reliable financial outputs and identifying discrepancies or data integrity issues
Strong ownership mindset with the ability to independently manage planning processes, proactively identify risks, and drive continuous improvement
Demonstrates resiliency with the ability to quickly adapt to changes and challenges
Alignment with RTS values