Marshall & Stevens · 1 week ago
FP&A Manager
Los Angeles, CA
Full-time
Onsite
Senior Level
$140K/yr - $170K/yr
5+ years expMarshall & Stevens is a growing financial services firm that values collaboration and innovation. They are seeking an FP&A Manager to provide strategic financial insight and analytical support, partnering with leadership to drive financial planning, budgeting, and performance analysis.
ConsultingFinancial Services
Responsibilities
Lead the development and execution of annual budgets, rolling forecasts, and long-range financial plans
Partner with business units to gather assumptions, inputs, and financial data for planning and forecasting models
Analyze actual results versus budget and forecast, identifying key drivers, trends, risks, and opportunities
Serve as a trusted finance partner to leadership by providing analytical support for strategic initiatives
Perform scenario, sensitivity, and what-if analyses to evaluate the financial impact of business decisions
Develop financial models and business cases for investments, new initiatives, pricing, and capital allocation
Support M&A, integration, or other strategic transactions as applicable
Design, enhance, and maintain KPIs, dashboards, and recurring management reporting
Prepare monthly and quarterly financial reporting packages for senior management
Present financial results, forecasts, and insights in a clear, concise, and decision-oriented manner
Ensure consistency and accuracy of financial reporting across business units
Build, maintain, and improve complex financial models for forecasting, valuation, and scenario analysis
Conduct detailed variance analysis and data-driven investigations to explain financial performance
Leverage financial systems and analytical tools to improve insight generation and forecasting accuracy
Serve as an administrator for the company’s ERP and financial planning systems, ensuring data integrity, user access, and system enhancements
Project manage system implementations, upgrades, and integrations to support evolving business needs
Partner with IT and accounting teams to troubleshoot issues, optimize workflows, and drive automation within financial processes
Train and support team members on system functionality and best practices
Collaborate closely with the accounting team to support and participate in the month-end close process, including proper revenue recognition and variance analysis
Ensure accurate and timely financial data flow between accounting and FP&A systems
Leverage accounting expertise to validate financial results and enhance reporting quality
Identify and implement process improvements, automation, and standardization opportunities within FP&A
Enhance planning and reporting timelines, accuracy, and scalability as the business grows
Partner with accounting, finance systems, and business teams to improve data quality and reporting integrity
Collaborate cross-functionally with accounting, operations, sales, and marketing teams
Build strong relationships with senior leaders and act as a key financial advisor to business partners
Communicate financial assumptions, risks, and recommendations effectively to both financial and non-financial audiences
Qualification
Required
Bachelor's degree in Accounting, Finance, Business Administration, or a related field required
5+ years of progressive experience in FP&A, corporate finance, accounting, or related roles; financial services experience preferred
Strong understanding of financial planning, budgeting, forecasting, and valuation methodologies
Advanced proficiency in Excel, financial modeling, and data analytics tools; experience with automation and business intelligence platforms is a plus
Strong technical aptitude with the ability to design, implement, and optimize financial systems and processes
Solid accounting foundation, with hands-on experience in month-end close and financial statement preparation
Demonstrated experience with ERP or financial planning platforms (e.g., NetSuite, SAP, Oracle, Adaptive Insights, etc.) in administrative capacities
Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail
Strong written, verbal, and presentation skills with the ability to convey complex financial concepts to non-financial audiences
Ability to manage multiple priorities, meet tight deadlines, and perform effectively in a fast-paced environment
Preferred
MBA, CPA, CFA, or other relevant professional certifications preferred
Experience in client-facing, consulting, advisory, or public accounting roles is a plus
Company
Marshall & Stevens
Marshall & Stevens is a provider of independent, credible valuation and financial advisory services to clients by an professional staff.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lafayette Square
2026-01-06Acquired
2024-02-07Debt Financing
Leadership Team
Chris Monjoy
Chief Financial Officer
Recent News
2026-01-06
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