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Manager, Plan to Perform (FP&A)

Role overview

Qualifications

  • Bachelor’s or Master’s degree in a business-related field of study
  • 5+ years of management consulting experience in the EPM/FPA space or 7+ years of experience in an internal company FPA role
  • Proven project and people leadership skills
  • Willingness and ability to travel

Responsibilities

  • Lead conversations with finance leaders and executive stakeholders to understand their FPA/EPM strategic agenda and provide actionable insights
  • Oversee EPM/FPA implementation projects, including process assessments and redesign, EPM system selection
  • Manage workstreams, ensuring delivery across the full System Development Lifecycle
  • Create and deliver executive-quality communications and presentations that clearly articulate complex business concepts

Key facts

Other skills

  • Teamwork
  • Adaptability
  • Leadership
  • Problem Solving

About the company

Clearsulting logo

Clearsulting

Clearsulting’s innovative problem solving and proven technology workflows help finance leaders embrace digital to become better business partners. Acting as a link across your business, we connect your vision with the processes, technology, and systems that yield success. We offer enterprise performance management, digital reporting, finance effectiveness, financial close, risk advisory, and treasury services that take a digital-minded approach to push your business further. Marketplace awards and recognition: • Certified - Great Places to Work (2023, 2022) • Inc. 5000 "Fastest-Growing Companies" - Inc. (2022, 2021, 2020) • #1 "Best Small Firms to Work For" - Consulting Magazine (2019) • "Seven Small Jewels" - Consulting Magazine (2019, 2018) • Top 25 "Best Consulting Firms" - Vault (2019)

Company details

Company typeScaleup
Company size201 - 500

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Job description

Who We Are:

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.


Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:

  • Sunday Times Best Places to Work Award (2025)
  • ‘Great Place to Work’ Certified (2022-2026)
  • Fortune’s Best Workplaces in Consulting (2022-2024)
  • Inc. 5000 Fastest-Growing Private Companies in America (2020-2023)

Role:

Manager, Plan to Perform (FP&A)

Location:

  • Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
  • Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules. 
  • Travel Expectations: Up to 40%


What you'll do

  • Lead conversations with finance leaders and executive stakeholders to understand their FP&A/EPM strategic agenda and provide actionable insights
  • Oversee EPM/FP&A implementation projects, including process assessments and redesign, EPM system selection
  • Manage workstreams, ensuring delivery across the full System Development Lifecycle (functional and technical requirements, integrations, testing cycles, and go-live)
  • Apply deep functional expertise across corporate finance EPM/FP&A processes
  • Develop and maintain detailed project plans, proactively managing milestones, risks, dependencies, and change impacts
  • Create and deliver executive-quality communications and presentations that clearly articulate complex business concepts
  • Build strong client and internal relationships while consistently modeling the Clearsulting Core Values

What You'll Bring:

  • Bachelor’s or Master’s degree in a business-related field of study
  • 5+ years of management consulting experience in the EPM/FP&A space or 7+ years of experience in an internal company FP&A role
  • Proven project and people leadership skills, with the ability to manage competing priorities in a fast-paced consulting environment
  • Willingness and ability to travel   

Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.

Nice-to-Haves:

  • 1+ certifications and/or implementations in relevant technology (Pigment, Anaplan, OneStream). Pigment experience is preferred but not required. Must be willing to upskill on the Pigment platform.
  • Project management experience, including workplan development, milestone tracking, risk management, status reporting, and change management
  • Demonstrated ability to contribute to or lead practice growth initiatives tied to revenue and margin outcomes
  • Experience building and maintaining strong client and internal relationships within a consulting environment
  • Team-oriented mindset with a passion for mentoring and knowledge sharing

Benefits that Benefit You:

We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include:

  • Medical, dental, and vision coverage
  • Unlimited PTO
  • Paid parental leave
  • Retirement plans
  • Flexible work environment
  • Cell phone reimbursement
  • Access to mental health apps
  • Life insurance and disability coverage
  • Opportunities for ad hoc bonuses


Excited about what we're doing but don't fit every requirement? No problem! At Clearsulting, we're forward-thinkers on a mission to redefine consulting excellence. We're all about diversity and inclusion, committed to assembling teams that mirror the world around us. So, if you're passionate about our mission, you could be the perfect fit for this role or another within our dynamic team. Don't hesitate to apply!


Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/  


The compensation range for this position is $120,000 - $156,000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program.


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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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