Financial Planning and Analysis Manager

We are a rapidly scaling Registered Investment Advisor executing an aggressive organic and acquisition-driven growth strategy. As we continue to expand nationally, we are building a finance function that does more than report results. We are creating a true strategic partner to the business.

This FP&A Manager role is designed for a high-performing Senior FP&A Analyst ready for promotion, or an early-stage Manager who wants more ownership. You will help build the FP&A infrastructure from the ground up while partnering directly with the CFO and executive team.

If you want visibility, impact, and a path toward Director-level leadership, this is that move.

• Design and implement the company’s FP&A infrastructure, including annual budgeting, rolling forecasts, and long-range planning
• Build and maintain robust financial models supporting growth initiatives, acquisitions, and integration efforts
• Establish KPI frameworks, dashboards, and reporting cadence across the platform
• Evaluate and help implement FP&A tools to streamline and automate reporting
• Continuously improve forecasting accuracy and elevate financial insight as the business scales
• Partner with leaders across operations, M&A, advisory, and corporate functions to support decision-making and value creation initiatives
• Analyze revenue drivers, advisor productivity, margins, and cost structure at both the platform and firm level
• Translate financial data into clear, actionable insights for non-finance stakeholders
• Support strategic initiatives, including fee analysis, cost optimization, capacity planning, and organic growth efforts
• Act as a thought partner on the financial implications of key business decisions
• Work closely with the CFO on financial strategy, capital planning, and board or investor reporting
• Drive process improvements across planning timelines, reporting automation, and systems enhancements
• Support financial planning and reporting integration of acquired firms
• Help scale finance processes and controls appropriate for a growing, PE-backed organization

• Bachelor’s degree in finance, accounting, economics, or a related field required
• MBA is helpful but not required; CPA or CFA is a plus
• 5–8 years of experience in FP&A, corporate finance, investment banking, consulting, or related fields
• Early career experience may include 2 years in a Big 4 or participation in a Finance Development or rotational program
• Currently an FP&A Analyst, Senior FP&A Analyst, or FP&A Manager with demonstrated progression
• Experience in a high-growth, PE-backed, services, or roll-up environment strongly preferred
• Advanced financial modeling skills and strong Excel capabilities required
• Experience evaluating or implementing FP&A tools is a plus
• Ability to build processes in an ambiguous, fast-moving environment
• Strong business acumen and executive presence