FP&A Manager - Business Transformation

Embark; Dallas (TX); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Unlimited PTO

Comprehensive healthcare for you and 3

Wellness stipend

401(k) matching

Parental leave

Team events and culture initiatives

Modern technology and tools

Job summary

Embark seeks an experienced Advisory Manager with a strong FP&A background to guide financial planning, budgeting and forecasting for clients. You will analyze data, build financial models, and provide strategic insights to support business growth.

In this role you will lead cross-functional teams, manage multiple workstreams and communicate complex concepts clearly to stakeholders. A deep accounting foundation and Big4/consulting experience are highly valued.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field; Master’s degree a plus.
• 5+ years in Big4/public accounting, consulting, or industry with strong FP&A background.
• Experience in financial modeling, budgeting, forecasting and performance management.
• Experience with ERP and BI tools; advanced Excel and data visualization skills.
• Ability to develop complex financial models and identify cost savings.

Responsibilities

• Advise clients on financial strategies, budgeting, forecasting and reporting to support growth.
• Lead cross-functional teams to drive FP&A initiatives and financial consolidation.
• Develop and track KPIs for multiple business units and present findings to executives.

Skills

Financial Modeling

Budgeting

Forecasting

Performance Management

Advanced Excel

Data Visualization

Education

Bachelor's degree in Business/Finance/Accounting

Master's degree (preferred)

Tools

ERP Systems

Power BI

Business Intelligence Platforms

Job description

Note: This role is open to any of our established markets listed here - https://www.embarkwithus.com/offices

Experience a 45X+ award-winning culture!

• 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

What's in it for you:

• We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
• Typical compensation range of $140,000- $160,000
• We match 50% to 6% on our 401K
• Fully paid parental leave for all new parents
• Monthly stipend for whole human wellness
• All the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
• Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

In closing...

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.