FP&A Manager

About the role

PitchBook Data is looking for an experienced FP&A Manager to join their finance organization in Seattle, Washington. This position plays a central role in driving financial planning, budgeting, and forecasting activities that support the company's strategic objectives. The FP&A Manager will partner closely with senior leadership and department heads to analyze financial performance, identify trends, and deliver insights that inform critical business decisions. This is a full-time position requiring on-site presence at the Seattle office.

Key facts

What you'll do

• Lead the monthly financial close process, ensuring all reports are completed accurately and delivered on schedule to internal stakeholders.
• Build and maintain comprehensive financial models that support annual budgeting, quarterly forecasting, and long-range strategic planning initiatives.
• Partner with department leaders across the organization to gather input, develop departmental budgets, and track spending against approved allocations.
• Prepare detailed variance analyses that compare actual financial results to forecasted figures and highlight significant deviations for management review.
• Collaborate with the executive team to evaluate proposed business investments, assess financial viability, and present data-driven recommendations.
• Design and maintain executive dashboards that visualize key financial performance indicators and track progress toward company-wide targets.
• Coordinate the annual operating plan process by collecting, consolidating, and validating financial inputs from multiple business units.
• Identify emerging financial trends through rigorous data analysis and communicate actionable findings to improve cost efficiency and margins.
• Work in tandem with the accounting department to ensure proper classification, recording, and reporting of all financial transactions.
• Provide guidance and mentorship to junior analysts, helping them grow their technical skills and professional judgment over time.

Requirements

• A bachelor's degree in finance, accounting, economics, or a closely related field from a four-year accredited university.
• A minimum of five years of professional experience in financial planning and analysis, corporate finance, or a similar discipline.
• Demonstrated expertise in constructing and maintaining sophisticated financial models using Microsoft Excel or Google Sheets.
• Hands-on experience with financial reporting platforms and enterprise resource planning systems such as NetSuite or SAP.
• The ability to translate complex financial data into clear, concise narratives that resonate with non-financial audiences and executives.
• A thorough understanding of generally accepted accounting principles and how they apply to budgeting, forecasting, and variance analysis.
• A proven history of managing multiple concurrent projects while consistently meeting strict reporting deadlines and quality standards.
• Strong written and verbal communication skills, with meticulous attention to detail in all financial documentation and presentations.

Nice to have

• An MBA or master's degree in finance, accounting, or a related quantitative field from a recognized institution.
• Prior experience working within a SaaS, data technology, or financial services company environment.
• Familiarity with corporate performance management solutions such as Anaplan, Adaptive Planning, or Workday Planning.
• Background in venture capital, private equity, or financial data analysis would be a strong advantage.

Skills & tools

• Advanced-level proficiency in Microsoft Excel, including mastery of pivot tables, index-match, and complex array formulas.
• Working knowledge of financial planning and corporate performance management software platforms used in enterprise settings.
• Competence in data visualization tools such as Tableau or Microsoft Power BI for building interactive financial reports.
• Familiarity with SQL for querying databases and extracting large datasets needed for financial analysis and reporting.
• Solid understanding of budgeting methodologies, rolling forecasts, and zero-based budgeting techniques and frameworks.
• Basic programming ability in Python or R for automating repetitive financial reporting tasks and data manipulation workflows.

Practical notes

• This position is based in the Seattle, Washington office and requires a standard full-time work schedule on-site.
• The role involves regular cross-functional collaboration with teams in finance, operations, product, and sales departments.
• The interview process typically includes several rounds of conversations with finance leadership and key business stakeholders.
• PitchBook Data provides a comprehensive benefits package and a professional workplace environment in the Seattle metropolitan area.