Overview
Senior FP&A Manager – High-caliber global firm Jobs in Malvern, PA at firstPRO, Inc
Title: Senior FP&A Manager – High-caliber global firm
Company: firstPRO, Inc
Location: Malvern, PA
Senior FP&A Manager
A highly respected and mission-driven organization in the Greater Philadelphia area is seeking a Senior Finance Leader to join its expanding finance organization. This is a high-impact, highly visible leadership role partnering directly with executive leadership to shape financial strategy, drive enterprise forecasting and modeling, and elevate business performance across a critical division.
This opportunity is ideal for a strategic finance professional who thrives at the intersection of analytics, innovation, and people leadership.
Why Join?
The organization offers a comprehensive and competitive total rewards package designed to support both professional growth and personal well-being:
- Two annual performance bonuses totaling $48,000–$50,000
- 100% 401(k) match up to 4%
- Additional employer-funded retirement contribution equal to 10% of salary paid quarterly
- Employer covers 85%–90% of medical premiums
- 23 days of PTO + 9 paid holidays
- Up to $9,000 annually in tuition/academic assistance
- 6 weeks of paid parental leave after one year of service
Position Overview
This Director-level role serves as the strategic finance partner for Workplace Solutions Experience, Analytics, and Operations – a business unit focused on delivering retirement savings programs and workforce benefit solutions that directly support employers and their employees.
With responsibility spanning annual operating plans, long-term strategic planning, AI investment case development, pricing governance, and performance analytics, this position offers exceptional visibility and influence across senior leadership.
Key Responsibilities
- Lead, coach, and develop a high-performing finance team; establish performance standards and support talent development and compensation decisions in alignment with HR policies.
- Partner with executive leaders to translate strategic priorities into financial frameworks, measurable KPIs, and performance drivers.
- Own and drive the annual operating plan and long-term strategic financial planning processes.
- Develop and maintain advanced financial models to support both tactical and strategic decision-making, ensuring continuous improvement and governance.
- Establish methodologies for asset, revenue, and expense forecasting; define product and customer costing and pricing models.
- Develop investment business cases, including AI and technology initiatives, supported by market and competitive analysis.
- Oversee pricing governance for new and existing products and lead client fee review and approval processes.
- Provide analytical insight and financial support for special initiatives and cross-functional projects.
Qualifications
- Minimum of 8 years of relevant experience, including at least 3 years in financial analysis; prior supervisory experience preferred.
- Bachelor’s degree required; Finance or Accounting preferred. Advanced degree strongly preferred.
- Deep experience in FP&A, including complex modeling and long-range planning.
- Significant experience supporting Workplace Services, Retirement, Recordkeeping, Employee Benefits, or Investment-related industries.
- Professional designation such as CPA, CFM, CMA, or similar certification preferred.
