[Hiring] FP&A Manager @Magna Legal Services

Role Description

Magna Legal Services is seeking a Financial Planning & Analysis (FP&A) Manager to join our Finance team. This role will validate source data, reconcile reporting to underlying systems, close data and process gaps, and build reliable planning and analysis capabilities. The FP&A Manager will extend planning and reporting to the business unit, sales, and support function levels and partner with the leaders who own those areas. This role will help establish a scalable finance business partnering function and offers the opportunity to build and eventually lead a team.

Primary Responsibilities

• Data, Systems and Infrastructure
  • Trace financial and operational data across source systems, reconcile it to the general ledger, and document each metric's source and definition.
  • Partner closely with the data and insights team and lead data engineer to define Finance requirements for the Snowflake environment.
  • Identify and resolve data, process, and system configuration gaps between raw transactions and reliable reporting.
  • Standardize reporting across legal entities and acquired businesses.
  • Complete the rollout of NetSuite Planning & Budgeting and establish it as the system of record for budgeting, forecasting, and management reporting.
  • Refine management reporting models to support cross-functional stakeholders and automate reporting wherever practical.
  • Drive automation and process improvements across FP&A workflows.
• Planning, Reporting and Business Partnering
  • Own the annual budget process and recurring reforecast cycle.
  • Extend planning, forecasting, and reporting below the consolidated level.
  • Serve as the finance partner to business unit, sales, and functional leaders.
  • Partner with the Controller and accounting team to ensure all FP&A reporting reconciles to the closed books.
  • Produce monthly and quarterly management reporting packages with variance analysis and commentary.
  • Support finance leadership by reporting on business performance.
  • Prepare analyses and materials for board, sponsor, and lender reporting.
  • Define and maintain KPIs for each business unit and service line.
  • Lead ad hoc analyses and special projects.
  • Build and lead a team of analysts supporting sales, business units, and support functions.

Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field.
• At least five years of progressive FP&A or corporate finance experience.
• Proficiency in SQL and the ability to query source data directly.
• Experience with a cloud data platform such as Snowflake, Databricks, Redshift, or BigQuery.
• Hands-on experience using a planning and budgeting system such as NetSuite Planning & Budgeting.
• Working knowledge of NetSuite or a comparable ERP.
• Experience with multi-entity reporting and data from acquired businesses.
• Sufficient accounting knowledge to reconcile reporting to the general ledger.
• Advanced Excel modeling skills and experience with a reporting or business intelligence platform.
• Strong curiosity and a demonstrated ability to investigate variances.
• Ability to partner with data engineering and analytics colleagues.
• A track record of building models and processes from scratch.
• Demonstrated ability to partner with leaders outside Finance.
• Comfort working in a private equity-backed environment.
• Capability and interest in building and leading a team.

Preferred Qualifications

• Experience supporting or participating in a data warehouse or ERP implementation.
• Experience rolling out a self-service reporting layer to users outside Finance.
• Background in professional services, legal services, or another people- and project-driven business model.

What Success Looks Like

• In the first six months:
  • A documented map of where financial and operating data resides.
  • Finance data in Snowflake reconciled to the general ledger.
  • NetSuite Planning & Budgeting in production and used to complete a full reforecast cycle.
• In the first twelve months:
  • Budgets and forecasts produced at the business unit, sales channel, and support function levels.
  • An agreed KPI set for each business unit, with definitions and sources documented.
  • The monthly reporting package produced with materially less manual effort.
  • Business unit leaders using FP&A analyses in their operating reviews.

Salary and Benefits

$135,000 - $145,000 a year. This role is eligible for an annual performance-based bonus.