The Role
Lead client-facing FP&A advisory engagements covering forecasting, budgeting, performance management, financial modeling, KPI frameworks, and business partnering. Translate financial drivers into strategic insights for CFOs and business leaders, improve cross-functional planning processes, and implement or optimize FP&A and EPM systems. Build scalable models, documentation, governance standards, and operating rhythms that strengthen finance capabilities and decision-making.
Summary Generated by Built In
We believe a resume tells us what you’ve done - but a short video introduction tells us who you are. Shortlisted candidates will be invited to submit a brief video introduction, which, together with your resume, will guide our decision to move forward.
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 integrated 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 Overview
We’re looking for someone who doesn’t just produce forecasts - they shape outcomes. A strategic finance thinker who understands that FP&A is not a reporting function, but a decision engine. Someone who sees numbers as signals, patterns as insights, and planning as the architecture of growth.
In this role, you will operate at the intersection of analysis, business partnership, and execution. You’ll bring clarity to ambiguity, discipline to planning, and confidence to leadership conversations. You know that forecasting is narrative, budgeting is capital allocation, and performance management is about driving accountability - not just variance commentary.
If you’re a builder at heart - someone who strengthens systems, sharpens assumptions, and elevates the quality of decisions - you’ll find this role both demanding and deeply rewarding.
Key Responsibilities
- Lead end-to-end forecasting, budgeting, and performance management cycles for clients, bringing structure, rigor, and forward-looking insight
- Build dynamic financial models that inform real business decisions - scenario-driven, driver-based, and aligned to strategy
- Translate financial drivers into clear narratives that CFOs and business leaders can act on with confidence
- Challenge assumptions, surface trade-offs, and elevate the quality and speed of decision-making
- Design KPI frameworks and operating rhythms (MBR/QBR, variance reviews, action tracking) that create accountability and alignment
- Improve cross-functional planning processes across Sales, Product, Operations, and G&A - ensuring the planning engine reflects how the business truly runs
- Lead selection, implementation, administration, and optimization of FP&A/EPM systems to enhance scalability and visibility
- Create durable, reusable assets - model logic, documentation, templates, and governance standards - that strengthen long-term finance capability
Qualifications and Experience
- 5+ years of relevant experience in FP&A, strategic finance, or consulting, with increasing scope, ownership, and client or business impact
- Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related field (or equivalent experience); MBA, CA, or CFA is a plus
- Strong command of FP&A fundamentals - forecasting, budgeting, variance analysis, driver-based planning, and business partnering
- Advanced financial modeling skills in Excel or Google Sheets; ability to build structured, scalable, and auditable models; SQL proficiency a plus
- Experience selecting, implementing, or administering FP&A/EPM tools (e.g., Adaptive, Anaplan, Planful, Pigment, Oracle EPM, Workday Adaptive)
- Demonstrated ability to engage confidently with senior stakeholders (CFOs, Finance leaders, functional heads) and translate financial insight into strategic direction
- Exposure across industries welcome; experience in high-growth or technology environments strongly preferred
Preferred Skills
- Structured, strategic thinker with executive-ready communication - clear, concise, and confident in high-stakes conversations
- Builder mindset: improves the planning engine, strengthens operating cadence, and leaves systems better than they were found
- Analytical rigor paired with sound judgment - able to translate ambiguity into structured options and actionable recommendations
- Strong stakeholder management across Finance, Product, Sales, and Operations; earns trust quickly through credibility and follow-through
- High documentation discipline - clear model logic, assumption tracking, version control, and governance standards
- Strong sense of ownership and accountability; thrives in deadline-driven environments without sacrificing quality
- High integrity and discretion in handling sensitive financial information
Skills Required
- 5+ years of relevant experience in FP&A, strategic finance, or consulting, with increasing scope, ownership, and client or business impact
- Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field, or equivalent experience
- Strong command of FP&A fundamentals, including forecasting, budgeting, variance analysis, driver-based planning, and business partnering
- Advanced financial modeling skills in Excel or Google Sheets, including structured, scalable, and auditable models
- Experience selecting, implementing, or administering FP&A or EPM tools
- Ability to engage confidently with CFOs, finance leaders, and functional heads and translate financial insight into strategic direction
- SQL proficiency
- MBA, CA, or CFA
- Experience in high-growth or technology environments
- Exposure across industries
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The Company
What We Do
Bough is an advisory and transformation firm serving CFOs, Controllers, boards, and leadership teams. It provides accounting advisory, risk and ESG services, finance transformation, technical accounting, close acceleration, revenue recognition, SEC reporting, internal audit, enterprise risk, and technology-enabled process modernization. The firm uses senior practitioners and a co-creation approach to help organizations address operational and regulatory complexity, improve resilience, and build long-term value.
