FP&A Manager - Build the Function, Hybrid, Report to CFO

Jobot; Irvine (CA); Hybrid; USD 130,000 - 150,000; Full time

Job summary

Jobot is seeking a Financial Planning and Analysis Manager in Irvine, CA to build and scale the FP&A function. You will own budgeting, forecasting, board and lender reporting, and help transition the books from cash basis to GAAP.

The role reports directly to the CFO and offers exposure to lender reporting, EBITDA analysis, and KPI dashboards within a fast-growing legal-services support firm.

Qualifications

• Bachelor's degree in finance or accounting required.
• Minimum of 5 years of finance experience.
• Experience building and scaling FP&A functions, including budgeting, rolling forecasts, and board reporting.
• Experience with lender reporting and credit agreements compliance.
• Proven ability to forecast cash flow with variable or milestone-based revenue timing.
• Proven ability to produce monthly reporting packages with EBITDA bridge, KPI dashboards, and variance commentary.
• Advanced Excel skills (formulas, dashboards, modeling, large data sets, automation, waterfall calculations).
• Experience using AI tools in finance is a plus.

Responsibilities

• Own the annual budget and rolling forecast, linking investments to growth initiatives.
• Maintain rolling weekly cash flow forecast, tracking settlement timing, cash sweep, and credit facility capacity.
• Build the monthly leadership and board reporting package with EBITDA bridge, KPI dashboard, and variance commentary.
• Own backlog and pipeline reporting, integrating settlement tracking for forecasting and lender reporting.
• Produce monthly and quarterly packages required by the credit agreement and coordinate lender reporting calendar.
• Assist CFO with borrowing requests, interest payments, and credit facility mechanics.
• Support move from cash basis to GAAP accounting, including revenue recognition and annual audit.
• Help prepare monthly and quarterly board reporting and drive in-house reporting automation.

Skills

Budgeting

Forecasting

Board reporting

GAAP

Cash flow

KPI dashboards

Financial modeling

AI in finance

Education

Bachelor's degree in finance or accounting

CPA or CFA

MBA

Tools

Excel

AI tools in finance

Job description

Jobot is seeking a Financial Planning and Analysis Manager in Irvine, CA to build and scale the FP&A function. You will own budgeting, forecasting, board and lender reporting, and help transition the books from cash basis to GAAP.

The role reports directly to the CFO and offers exposure to lender reporting, EBITDA analysis, and KPI dashboards within a fast-growing legal-services support firm.