FP&A Manager- US FP&A Support

At Epiq, your work contributes to complex, global legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprise‑wide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that’s recognized externally. Enabled by modern platforms and AI, you’ll do the most meaningful work of your career and see your impact at scale.

Job Description:

Job Summary

• The FP&A Manager is responsible for leading financial planning and analysis activities. This role is based in India and supports a US-based Finance organization, acting as a strategic extension of the US FP&A leadership team.
• The position involves owning complex financial analysis, planning support, and executive-ready reporting, while driving data integrity and process improvements across systems.
• This is a hands-on role that requires a high level of individual contribution, independence, and sound judgment. While direct people management responsibilities may be limited initially, the role carries manager-level ownership, decision-making authority, and accountability, including end-to-end responsibility for key deliverables and stakeholder outcomes.
• The role requires strong FP&A fundamentals, a structured problem-solving approach, and the ability to work effectively across time zones with minimal supervision.
• A strong understanding of software and SaaS business models is essential, including familiarity with key performance indicators such as Annual Recurring Revenue (ARR), recurring vs. non-recurring revenue streams, and customer lifecycle metrics.
• The role also involves analysing and interpreting SaaS financial performance and supporting forecasting and reporting related to subscription-based revenue.

Key Responsibilities

Strategic FP&A & Business Partnership

• Serve as a primary FP&A partner to US-based finance leaders and business stakeholders.
• Prepare and update monthly business unit reports and support review processes.
• Perform complex financial analyses related to business performance and planning.
• Provide insight-driven recommendations to support executive decision-making.

Reporting, Data Governance & Quality Ownership

• Own end-to-end delivery of management reporting, executive presentations, and dashboards.
• Ensure accuracy, consistency, and alignment of financial data across systems.
• Proactively identify, investigate, and resolve data inconsistencies and process gaps.
• Establish standards, controls, and documentation to improve scalability of FP&A outputs.
• Act as an escalation point for complex analytical or data-related challenges.
• Apply structured problem-solving to address ambiguous or incomplete data scenarios.
• Collaborate with upstream data owners and system teams to resolve root causes.

Qualifications & Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA, CA, CFA preferred).
• 7–12 years of experience in Financial Planning & Analysis.
• Experience supporting US or global stakeholders in a matrixed environment.
• Advanced skills in Excel and PowerPoint; experience with Power BI.
• Strong financial modelling skills.
• Ability to work independently, manage ambiguity, and deliver senior-level outputs.
• Ability to interpret financial ratios and metrics and build dynamic reports and dashboards.
• Exposure to tools such as Power BI, Alteryx, and SAP.

• Background in management consulting, Big 4 advisory, finance transformation, Global Capability Center (GCC) or shared services environment Preferred.
• Financial certifications such as CFA or CPA Preferred.

Epiq Leadership Compass

Builds Talented Teams

Builds and develops inclusive, high-performing teams aligned to strategic goals for exceptional talent and business results.

• Focus on employee engagement

• Build a strong talent pipeline

Fosters Relationships & Collaboration

Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.

• Build trust-based partnerships

• Nurture long-term relationships

• Remove collaboration barriers

• Celebrate cross-team success

Engages & Influences

Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.

• Use storytelling to build buy-in

• Align communication with organizational goals

• Guild alignment through strong engagement

Maximizes Performance

Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq’s goals.

• Use data to identify improvement opportunities

• Make informed decisions

• Align team goals with boarder strategy

• Empower teams to manage their own goals

• Translate vision into clear priorities

• Prepare for disruptions with strong change management

Achieves Operational Success

Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.

• Improve workflows for team efficiency

• Use clear documentation and expectations

• Resolve issues quickly using data and feedback

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request.  Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.