Manager – Financial Planning and Analysis

Bough is a decidedly different kind of advisory, assurance, and transformation solutions firm. Working collaboratively with clients in finance, audit, and compliance organizations, we co-create fully integrated and comprehensive solutions that connect people, processes, and technologies to navigate accounting, reporting, and compliance matters.

Our services include finance and accounting advisory, revenue assurance, FP&A advisory and support, risk advisory, and process automation and transformation.

We are busy and sometimes crazy busy delivering exceptional results to our clients with trust, quality, and humanness. Our name 'Bough' means the main branch of a tree - a name that keeps us grounded in nature and emphasizes our belief that we wish to be the main branch on which our clients and employees lean with trust.

For any position we are hiring, we don’t just want you to be an ambitious, analytical, multi-skilled, risk-taking go-getter for Bough. We want you to be more. More for yourself and for anything you undertake. Socially responsible, intuitive, empathetic, trustworthy, thoughtful, imaginative, creative, and curious are some words that resonate with us. Your skills are a qualifier, and we believe that each of us is much more than the skills we bring to our job - the person we are looking for...

Role Description:

We are seeking an experienced and forward-thinking individual to lead high-impact Financial Planning & Analysis (FP&A) engagements and manage overall finance operations for top-tier clients. This role requires a deep understanding of U.S. GAAP/IFRS, expertise in finance transformation, the ability to deliver customized solutions, and a strong command of technology tools that enhance efficiency, client experience, and insight generation. This is a strategic role focused on driving business performance through financial insights and strategic analysis—enhancing data integrity, ensuring consistency in reporting, and enabling better business decisions through clean, actionable data.

Key Responsibilities:

• Lead and manage end-to-end revenue forecasting, budgeting, and variance analysis processes; provide actionable recommendations
• Act as the client executive and senior point of contact for relationship management, ensuring service quality and client satisfaction
• Prepare and deliver management reports, dashboards, and presentations for leadership and board meetings
• Support M&A analysis, capital investment evaluation, and ROI modeling for clients
• Identify opportunities to streamline FP&A processes and drive operational improvements through automation and enhanced tooling
• Leverage modern tools (e.g., data analytics, financial modeling software, automation platforms, cloud-based reporting solutions) to deliver tailored insights and optimize client processes
• Partner with cross-functional teams to deliver insightful analysis on performance metrics and reporting frameworks
• Drive strategic alignment between finance operations and broader company goals
• Deliver and maintain financial models to support strategic initiatives and scenario analysis
• Lead initiatives to ensure financial and operational data accuracy, consistency, and completeness across systems (CRM, ERP, BI tools)
• Enhance reporting cadence and deliverables through smart dashboards and self-service data models
• Support clients with systems implementation, data structuring, and reporting best practices across tools such as Salesforce, SAP, Zuora, NetSuite, Workday, and BI platforms
• Drive data cleansing activities to eliminate duplicates, fill data gaps, and standardize entries across platforms
• Define and implement robust data governance practices, including data standards, validation rules, and ownership models
• Analyze and interpret KPIs related to revenue data governance—such as DSO review, ARR/MRR review, revenue recognition cycle, unbilled orders review, and manual revenue corrections—to provide actionable insights
• Contribute to business development through client relationship building, proposal development, and participation in industry discussions and thought leadership
• Supervise and mentor a team of professionals; promote a culture of innovation and continuous learning
• Mentor junior team members and contribute to building FP&A best practices within the organization
• Support recruitment efforts to hire and retain top finance talent

Basic Qualifications:

• CPA, CA, ACCA, MBA, CMA, or a Master’s in Finance and Accounting (preferred)
• 6–12 years of progressive experience in finance operations, accounting advisory, public accounting (preferably with Big 4 firms), or technical controllership
• Deep knowledge of U.S. GAAP and SEC reporting standards
• Proven ability to identify and implement tech-enabled solutions that improve reporting, compliance, and decision-making
• Strong experience with tools such as Excel (advanced), Power BI, Alteryx, Tableau, BlackLine, Workiva, or similar platforms
• Working knowledge and hands-on experience with ERP tools like SAP, NetSuite, Adaptive Insights, Anaplan, Oracle Cloud ERP, Sage 300, Zoho, or similar platforms
• Demonstrated experience in data governance, data cleansing, and working with large datasets

Preferred Skills:

• Excellent analytical and problem-solving ability.
• Strong written and verbal communication; able to explain technical concepts clearly.
• High energy, enthusiasm, and a commitment to exceeding client expectations.
• Entrepreneurial mindset with eagerness to learn and grow.
• Ability to work both independently and in a collaborative team setting.