pearlmeyer

Financial Planning & Analysis Manager (FP&A)

Wellesley, Massachusetts

Sponsorship not specified$140k-$150kDetected 20 days ago

SQLData EngineeringData VisualizationFinancial ModelingAccountingForecastingBudgetingExcelFP&AERPLeadershipInternal AuditNetSuiteVariance Analysis

About the role

The Financial Planning & Analysis Manager (FP&A) is a high-impact, builder role at the intersection of FP&A and business intelligence.
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.

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
Own the design, development, and governance of Finance's BI environment - including dashboards, data models, and reporting layers
Build and maintain self-service reporting capabilities enabling practice group leaders to access trusted financial data without analyst dependency
Maintain a BI roadmap aligned to FP&A priorities, partnering with stakeholders to prioritize analytics requests and dashboard enhancements
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.

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

covering P&L, KPI dashboards, and executive-facing commentary
Respond to ad hoc financial requests from the CFO and other ELT members
Business Intelligence
Serve as the primary liaison between Finance and IT/Data Engineering to ensure financial data pipelines, definitions, and hierarchies are accurate and audit-ready
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
Experience in a PE-backed or private company environment strongly preferred

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

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

This role is also eligible for an annual short-term incentive bonus.
Retirement Benefits: Savings Plan (401k).
We provide a competitive benefit package which includes the following (eligibility requirements apply):
Company Benefits

This listing is sourced directly from pearlmeyer's careers page and normalized into a canonical job model.