FP&A Manager (Location Flexible)
About The Position
The FP&A Manager supports financial management for RSM’s Tax Line of Business and serves as a strategic finance partner to business and operational leaders. The role drives financial planning, forecasting, margin analysis, and performance insight to support profitable growth. The ideal candidate combines analytical capability and business acumen with an understanding of professional-services economics, including revenue, utilization, pricing, and headcount leverage, and translates financial data into actionable leadership insights. The position leads planning and forecasting, analyzes financial and operating results, partners with leaders on business decisions and investments, and maintains and improves financial models, reporting tools, and processes. Employee supervisory duties may include directing data analysts’ work, providing performance feedback and coaching, supporting career growth, and recognizing and counseling employees. RSM describes most roles as following a hybrid workstyle, with team members aligned to an RSM office and meeting in person when it best supports client work, teams, development, or relationships. Some roles may be virtual or primarily on-site according to role requirements, team priorities, and client needs. The compensation range is $102,800–$176,000, and selected candidates are eligible for a discretionary bonus based on firm and individual performance.
Requirements
- Bachelor’s degree or equivalent experience.
- 6–9+ years of experience in FP&A, corporate finance, or related roles.
- Strong understanding of revenue drivers, utilization metrics, and margin management.
- Advanced Excel skills.
- Ability to synthesize complex data into clear executive-level insights.
- Strong communication skills and confidence presenting to senior leadership.
- Proven ability to manage competing priorities in a fast-paced environment.
Nice To Haves
- Accounting or Finance major is strongly preferred.
- Experience in a professional services, consulting, or labor-based business model is strongly preferred.
- Experience with planning systems such as Adaptive Planning is preferred.
Responsibilities
- Lead annual planning, quarterly forecasts, and monthly outlook processes for assigned business units.
- Translate revenue drivers—including market demand, headcount, productivity, and pricing—into financial models.
- Ensure cost growth is aligned with revenue growth and margin targets.
- Support operating income and margin improvement initiatives.
- Analyze monthly revenue, project margin, utilization, headcount, and operating expenses.
- Identify trends, risks, and opportunities and provide actionable recommendations.
- Conduct variance analysis, clearly explaining root causes and forward-looking implications.
- Develop KPI frameworks connecting operational performance to financial outcomes.
- Partner with business leaders on decisions involving hiring, pricing, investments, and cost management.
- Provide insight on headcount planning, offshore leverage, and cost structure optimization.
- Support investment analysis and ROI evaluation for strategic initiatives.
- Maintain and enhance financial models and reporting tools, such as Adaptive or similar planning systems.
- Improve reporting clarity and standardization across geographies and service lines.
- Drive process improvements to increase the efficiency and reliability of financial data.
- Provide work direction, performance feedback, coaching, career-growth support, recognition, and counseling to data analysts, as applicable.
Benefits
- Competitive benefits and compensation package.
- Eligible for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
