FP&A Manager (Location Flexible)

RSM•Chicago, IL

About The Position

The FP&A Manager supports the financial management of 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 insights to support profitable growth. The position calls for strong analytical capability and business acumen, an understanding of professional-services economics—including revenue, utilization, pricing, and headcount leverage—and the ability to translate financial data into actionable leadership insights. The role leads planning, forecasting, and monthly outlook processes; analyzes financial and operational performance; advises leaders on business decisions; and maintains and improves financial models, reporting tools, and processes. Supervisory duties may include directing data analysts’ work, providing performance feedback and career-development support, and offering recognition, coaching, and counseling.

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.
Perform variance analysis, explaining root causes and forward-looking implications.
Develop KPI frameworks linking 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 to data analysts; give performance feedback and support career growth; provide recognition, coaching, and employee counseling.