About the Role
We are seeking a highly analytical and forward-thinking Senior FP&A Manager to join our growing finance team. This is a high-impact leadership role that partners closely with the CFO and executive team to drive financial strategy, planning, and performance.
As a key member of the finance organization, you will lead core FP&A processes, develop a small team, and deliver critical insights to support decision-making across the business. This role offers significant visibility with senior leadership, private equity stakeholders, and lenders in a dynamic, growth-oriented environment.
If you are someone who thrives on solving complex problems, building scalable financial processes, and influencing strategic outcomes, this is an opportunity to make a meaningful impact.
Immediate need: We are seeking candidates available to start as soon as possible.
What You’ll Do
Financial Planning & Analysis Leadership
- Lead the annual budgeting process, long-range planning, and rolling forecasts
- Build and oversee robust financial models, including 3-statement modeling and scenario analysis
- Deliver insightful variance analysis and actionable recommendations to leadership
Strategic Finance & Business Partnership
- Partner with the CFO and business leaders to support strategic initiatives and capital allocation decisions
- Translate financial data into clear, actionable insights for executive audiences
- Support M&A, due diligence, and other strategic finance initiatives
Executive & Stakeholder Reporting
- Develop board-ready materials and investor presentations
- Support reporting to private equity stakeholders, lenders, and senior leadership
- Provide clear, concise financial storytelling to inform key decisions
Systems & Process Improvement
- Lead the evaluation and implementation of budgeting and forecasting tools (e.g., Adaptive, Anaplan, SAP SAC, Oracle Hyperion)
- Enhance reporting capabilities through dashboards, automation, and scalable processes
- Drive continuous improvement across FP&A processes and systems
Team Leadership
- Manage and develop 1–2 FP&A team members
- Provide coaching, mentorship, and oversight to ensure high-quality deliverables
Qualifications
What We’re Looking For
Required Qualifications
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Bachelor’s degree in Finance, Business, Data Analytics, or a related field
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10+ years of progressive experience in FP&A, valuation, transaction advisory, or related finance roles
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1–3 years of prior supervisory or management experience
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Strong financial modeling and analytical skills
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Experience supporting budgeting and forecasting processes
Preferred Qualifications
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Experience in private equity-backed or high-growth environments
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Background in professional services or consulting-driven business models
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Exposure to financial systems and planning tools (Adaptive, Anaplan, SAP, Oracle, etc.)
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CPA, CFA, or MBA (a plus, but not required)
What Sets You Apart
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Strategic mindset with the ability to connect financial insights to business outcomes
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Strong leadership and team development skills
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Excellent communication and presentation abilities
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A proactive, solutions-oriented approach with high attention to detail
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Comfort operating in a fast-paced, evolving environment
Why Join Us
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High visibility: Work directly with the CFO and executive leadership
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Strategic impact: Play a key role in shaping financial strategy and infrastructure
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Growth environment: Be part of a private equity-backed organization with significant momentum
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Leadership opportunity: Build, mentor, and scale a growing FP&A function
Work Environment
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Hybrid schedule (3+ days in office in Scottsdale, AZ)
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Performance-driven culture focused on impact and results
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Collaborative and fast-paced team environment
Benefits & Perks
We offer a comprehensive and competitive benefits package designed to support your financial, health, and personal well-being:
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401(k) with Company Contribution and Profit Sharing Contribution
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Employer Sponsored Health Plan: Medical, dental, vision, life insurance, and EAP
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Health Savings Account (HSA): with Employer contribution for eligible plans
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Voluntary Insurance Options: Life, AD&D, disability, accident, critical illness, legal services, and pet insurance
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Paid Time Off and Paid Sick Leave
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Parental & Family Support: paid parental leave, and paid time off for school-related parental involvement
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Employee Support & Development:
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Access to LinkedIn Learning and ongoing professional development
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Tuition reimbursement (eligibility applies)
Benefits are available beginning the first of the month following 30 days of employment and are subject to change in accordance with plan documents and company policy.
Skills Required
- Bachelor's degree in Finance, Business, Data Analytics, or related field
- 10+ years progressive experience in FP&A, valuation, transaction advisory, or related finance roles
- 1-3 years prior supervisory or management experience
- Strong financial modeling and analytical skills (including 3-statement modeling and scenario analysis)
- Experience supporting budgeting and forecasting processes
- Experience in private equity-backed or high-growth environments
- Background in professional services or consulting-driven business models
- Exposure to financial systems and planning tools (Adaptive, Anaplan, SAP, Oracle, etc.)
- CPA, CFA, or MBA
What We Do
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn’t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry’s most respected strategy and technology consultants, Cornerstone’s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone’s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market. From strategy to execution – Cornerstone Advisors.






