FP&A Manager

About the Role:

At PitchBook, employees are our customers, and customers are king! The Finance team handles everything “money” at PitchBook including accounting, quote-to-cash, payroll, compliance and budgeting for our fast-paced and growing company. The team supports the growth of PitchBook by providing actionable insights on the company’s financial health, all while working with a fun and energetic team!

The PitchBook Finance team is looking for a FP&A Manager that can improve and build PitchBook’s financial planning & analysis function and work with department leaders across the organization to supply meaningful insights into their decision making. The ideal candidate will embrace our company’s core values of “embrace and drive change” and “excellence is a state of mind” as we continue to scale and partner with the business.
Primary Job Responsibilities:

• Assess and drive improvement with current budgeting, forecasting and review processes for expenses
• Identify business issues or areas for improvement across the organization and drive appropriate change
• Lead, develop and train a team of two financial analysts
• Refine and evolve core FP&A operations to improve efficiency and effectiveness
• Build documentation around core FP&A operation processes
• Drive the annual budgeting and ongoing forecasting cycles in partnership with business stakeholders
• Aide in ongoing identification and measurement of key financial performance metrics across departments and implementation of monitoring or dashboarding mechanisms
• Assist in assessing core FP&A operations for impact and resource allocation
• Serve as a trusted business partner through short-term and long-term financial planning processes, confronting and overcoming challenging situations, enabling growth and driving process improvement
• This is a highly collaborative role across the business and finance. This person should bring an eager and curious mindset that leaves a positive impact on those we work with

Skills and Qualifications:

• Minimum 8 years of experience in a finance, accounting and/or other similar setting
• Minimum 2 years of experience managing people in a growth environment
• Bachelor's degree in Finance, Accounting, Business and/or similar discipline
• Advanced knowledge of Microsoft Excel
• Extensive experience building three-statement financial models
• Demonstrated ability to develop strategic relationships with your business partners to deliver results
• Demonstrated ability to influence others through effective verbal and written communication
• Demonstrated ability to drive projects across an organization

Benefits + Compensation at PitchBook:

Physical Health            

• Comprehensive health benefits
• Additional medical wellness incentives 
• STD, LTD, AD&D and life insurance

Emotional Health 

• Paid sabbatical program after four years
• Paid family and paternity leave 
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend 
• Robust training programs on industry and soft skills 
• Employee assistance program
• Generous allotment of vacation days, sick days and volunteer days 

Social Health 

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare  
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program  
• Quarterly team building events

Financial Health 

• 401k match
• Shared ownership employee stock program 
• Monthly transportation stipend  

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• Annual base salary: $81,650-$147,200
• Target annual bonus percentage: 15%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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