FP&A Systems Manager

IST Management Services, Inc.; Atlanta (GA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental, Vision

STD, LTD, Life

401K

Paid Time Off

Bonus Incentives

Job summary

IST Management Services, Inc. seeks a FP&A Systems Manager to transform financial and operational data into actionable insights, owning reporting, automation, and scalable forecasting systems. This role emphasizes AI-enhanced analytics to drive speed and accuracy in financial decisions.

Initially on-site during the 90-day training period; afterward, hybrid with 2 days per week WFH. Requires 5+ years FP&A experience, Sage Intacct proficiency, and strong Excel/BI skills to optimize performance

Qualifications

• 5+ years of progressive FP&A, financial analysis, or related experience.
• Experience automating reporting workflows and improving financial processes.
• Advanced Excel skills and experience with ERP and BI tools.

Responsibilities

• Develop, maintain, and enhance recurring financial reports, dashboards, and KPI reporting.
• Automate recurring reports, reconciliations, data preparation, and other manual finance processes.
• Improve data integrations between financial systems and reporting tools; ensure data quality and controls.
• Identify opportunities to apply AI and advanced analytics to financial reporting and automation.

Skills

Advanced Excel

Power BI

Tableau

SQL

Python

Power Automate

Education

Bachelor's degree in Finance, Accounting, Business Analytics, or related field

Tools

Sage Intacct

Job description

Overview

The FP&A Systems Manager at IST Management will play a key role in transforming financial and operational data into accurate, actionable insights for leadership. This individual will own and enhance financial reporting processes, improve the reliability and consistency of financial data, and develop scalable systems for forecasting, budgeting, and performance analysis. Beyond traditional FP&A responsibilities, this role will focus on reporting automation, data integrity, systems optimization, and the practical application of AI to reduce manual work, improve accuracy, and accelerate financial decision-making.

This is a full-time, salaried, direct-hire position with IST Management working regular business hours M-F. Must have flexibility for occasional off-hours pending workload. During training first 90 days of employment, role is on-site - after that, may be hybrid with 2 days/wk WFH.

Interview process

May include a combination of phone conversations, a recorded Teams interview, completion of a communication style questionnaire or assessment, and final on-site interviews with our team.

Benefits

• Competitive Salary + Medical, Dental, Vision, STD, LTD, Life, 401K, Paid Time Off, and Bonus Incentives

Location

Candidates will need to live in commutable distance of IST Management’s corporate office, located steps above the trendy Halidom Eatery in East Atlanta Village. Parking is free; EV chargers on-site

IST Management Services, Inc.

1341 Moreland Ave SE

Atlanta, GA

30316

Who We Are

In business since 1997 with over 1,800 employees, IST Management is a business process outsourcing company with operations in over 38 cities across the U.S. We provide a range of services including e-Discovery processing and hosting, court reporting, collections/forensics, managed review, IT infrastructure, and managed services. IST Management is a tool-agnostic Relativity Certified Provider. We also provide a full range of facilities management and office services.

We’ve been recognized as one of the fastest-growing companies in the U.S. as a winner of the Nation’s Best & Brightest Companies to Work For, as well as the HR Professional Excellence Award from the Society for Human Resource Management. We are proud to belong to the Military Spouse Employment Partnership through our nation’s Department of Defense and have committed to Hiring Our Heroes’ mission to hire 100,000 active and former service members. IST Management has also been included in the INC 5000 list!

You can check out istmanagement.com for more info on us!

Responsibilities

Financial Reporting & Analysis

• Develop, maintain, and enhance recurring financial reports, management dashboards, and KPI reporting; analyze financial and operational performance, identifying trends, variances, risks, and opportunities.
• Translate complex financial data into clear, concise insights and recommendations for leadership.
• Establish consistent reporting standards, definitions, and methodologies across the organization; ensure financial reports are accurate, complete, timely, and properly reconciled to underlying source data.

Systems, Automation & Process Improvement

• Evaluate and optimize financial reporting systems, data flows, and analytical tools; automate recurring reports, reconciliations, data preparation, and other manual finance processes.
• Improve integrations between financial systems, operational platforms, and reporting tools.
• Partner with Finance, IT, and Operations to resolve data issues and improve the quality and accessibility of financial information; develop standardized processes, controls, and documentation that improve efficiency, consistency, and scalability.

Data Accuracy & Controls

• Establish validation procedures and quality checks to identify discrepancies, inconsistencies, and reporting errors; investigate data anomalies and reconcile differences across systems and reporting outputs.
• Maintain clear documentation of reporting logic, calculations, assumptions, and data sources.
• Promote a culture of accountability, precision, and continuous improvement in financial reporting.

AI & Emerging Technology

• Identify practical opportunities to apply AI and advanced analytics to financial reporting, forecasting, variance analysis, and workflow automation.
• Evaluate and implement appropriate tools to improve productivity, analytical capabilities, and reporting accuracy; use AI-assisted workflows to reduce repetitive work while maintaining appropriate human review and financial controls.
• Develop repeatable, scalable processes that incorporate automation without compromising data security, confidentiality, or reliability; stay informed about emerging finance technologies and recommend solutions that deliver measurable business value.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Analytics, or a related field required
• Experience with Sage Intacct or a comparable Sage product required
• 5+ years of progressive experience in FP&A, financial analysis, corporate finance, or a related discipline required
• Legal authorization to work for any employer in the US required; ability to meet attendance policy required
• Demonstrated experience developing financial reports, dashboards, models, and management-level analyses; experience automating reporting workflows and improving financial processes through technology
• Advanced Excel skills, including complex formulas, financial modeling, data manipulation, and reporting automation
• Experience with financial systems, ERP platforms, business intelligence tools, and data visualization solutions
• Exceptional attention to detail and a demonstrated commitment to data accuracy and reporting integrity

Preferred

• Experience with Power BI, Tableau, SQL, Power Query, or similar analytical and reporting tools
• Experience with Microsoft Power Automate, Python, or other workflow automation technologies
• Familiarity with AI tools and their application to financial analysis, reporting, and process improvement
• Experience integrating data from multiple financial and operational systems
• Experience in a multi-location, multi-client, or services-based business
• Experience implementing reporting standards, financial controls, or data governance practices

IST Management provides reasonable accommodations to individuals with a disability in accordance with applicable law in both the application and employment stages. If you require any accommodation in completing your application for employment, please let us know by informing our Talent Acquisition team at [e-mail]. Please respect individuals reaching out for accommodations by utilizing the contact information only for this purpose. You will receive correspondence directly from your local IST Management hiring team regarding your application submission and status after submission. IST is an Equal Opportunity Employer (EOE). We are committed to providing equal employment opportunities to all qualified applicants, regardless of disability or veteran status.