Manager-Financial Planning and Analysis

Who we are: BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. We pursue the exceptional in all that we do, but never at the expense of our values. There’s no denying our work is demanding, both in volume and pace, but we’re up for the challenge. We love the balance of hard work and fun – so, you’ll see us in jeans as we shatter glass ceilings and conventional stereotypes.

BAL employees feel valued, rewarded, and respected. We seek opportunities to be of service to others and our communities. We are committed to your growth and development and want to set you up for success here at BAL and beyond.

Who you are: You are looking for work that has a purpose. You aren’t afraid to roll up your sleeves and get stuff done. You learn quickly. You move fast. You embrace challenge and detail as well as creative thinking. You believe you have something unique to contribute and you aren’t afraid to raise your hand. You understand that powering human achievement is ultimately about impacting a real person.

You are looking for a place to grow and an environment where everyone has a spot and is genuinely welcome.

We’re better together: A bright, driven person like you and an industry-leading powerhouse like BAL? It’s a perfect combination! We truly want to see you succeed here and become an integral part of our mission to provide an experience that makes a positive difference in people’s lives. Come be a part of something special, where you can have an impact and be valued just for being you!

In addition to competitive pay, a discretionary annual bonus, and a supportive, team-oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match.

The Manager, Financial Planning & Analysis makes a positive impact on the firm and the finance organization by sustaining high performing planning, reporting, analysis, and decision support - steering the direction of the firm and ensuring we meet our objectives and financial goals.

The Manager reports to the CFO and works closely with the Managing Partners and executive leadership.

• Motivate, inspire, and develop all team members through regular structured feedback and planning. Support team members’ achievement of individual goals.
• Effectively manage staff levels and resources. Recruit, interview, and train new team members. Monitor and evaluate performance and productivity for team and team members.
• Ensure team compliance with all firm policies and procedures.
• Lead annual budgets, rolling forecasts, and long-range plans; partner with business leaders to translate strategy into financial models and assumptions.
• Own monthly financial reporting, analyze variances vs. plan/forecast, and clearly explain drivers, risks, and opportunities to executive leadership.
• Provide scenario modeling, ROI analysis, and ad-hoc insights to support pricing, investment, headcount, and operational decisions.
• Build and maintain scalable financial models; ensure accuracy, consistency, and transparency of data across systems and reports.

• Bachelor Degree in Business, Accounting, or Finance or equivalent experience.
• Minimum of 5 years of experience in a professional service or customer service environment.
• Strong analytical and problem-solving skills with a high degree of attention to detail.
• Demonstrated intellectual curiosity and ability to challenge assumptions constructively.
• High proficiency with accounting and finance tools and concepts, including ERP, FP&A, CPM and reporting systems, as well as MS Excel.
• Adept at inspiring, influencing, and motivating individuals and groups to achieve results.
• Results-oriented, able to prioritize, and achieve results through others.
• Excellent interpersonal skills, including the ability to liaise with global leaders and operational teams and build effective working relationships both internally, and outside of the firm.
• Excellent planning, organization and writing skills, including an ability to present and persuade others based on analysis of…