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Embark

BT Advisory Manager - FP&A

Reposted 21 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in San Francisco, CA, USA
Senior level
In-Office or Remote
Hiring Remotely in San Francisco, CA, USA
Senior level
Manage financial planning and analysis for clients, advising on budgeting, forecasting, and financial reporting while leading project teams.
The summary above was generated by AI

Experience a 45X+ award-winning culture!

Embarkers enjoy:

  • Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

  • Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

  • Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

  • Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions

  • Comprehensive healthcare: 100% paid premiums for you and your family

  • Whole human growth: $150 monthly stipend for holistic development

  • Career advancement: Access to CPE credits, learning platforms, coaching, and professional development

  • Financial support: Up to 3% 401(k) matching and financial advisory services

  • Team and community engagement: Monthly social events within your market, charitable matching, and great people!

What you'll be doing as an Advisory Manager:

We are seeking a highly skilled and experienced Manager-Level Consultant with a strong background in Financial Planning & Analysis (FP&A) and foundational accounting knowledge. The successful candidate will play a key role in advising clients on financial strategies, budgeting, forecasting, and financial reporting to support informed decision-making and business growth.

To be a good fit for our Advisory Manager role, you will have:

  • A Bachelor's degree in Business, Finance, Accounting, or related field; Master's degree is a plus

  • 5+ years of experience in Big4/public accounting, consulting, and/or industry, with a strong background in financial modeling, budgeting, forecasting, and performance management

  • Some accounting experience or understanding of accounting principles and standards.

  • Experience in financial planning and analysis tools, ERP systems, and business intelligence platforms

  • Advanced Excel skills and some experience with data visualization tools such as Power BI

  • Experience in post-merger integration and financial consolidation is a plus

  • Proven ability to develop complex financial models and perform detailed financial analysis.

  • Strong analytical skills to identify cost savings opportunities and operational efficiencies

  • Experience in developing and tracking key performance indicators (KPIs) for various business units

  • Strong project management skills to lead cross-functional teams and manage multiple workstreams

  • Excellent communication skills to effectively relay financial concepts to all stakeholders from staff to executives

  • A proactive approach to problem-solving and process improvement

  • A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry-leading hospitality efforts

  • Keen attention to detail and the ability to work in a fast-paced environment

In closing...

If this role sounds exciting, apply and let's start the conversation!


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

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