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About the Role

The Manager, Financial Planning and Analysis plays a crucial role in developing the annual budget and long-range plans, driving reporting with collaboration partners, and owning and implementing system and process improvements within FP&A. This role owns monthly and annual reporting related to the monthly accounting close, internal financial reporting, and the annual audit, in addition to playing a key role in the firm’s annual operational budgeting process.

Responsibilities

Provide support to the Director, Financial Planning & Analyses in developing the firm’s annual operational budgeting process, leveraging prior experience to improve the process and deliver value added support and analyses to business partners.
Create and maintain various scenarios of multi-year financial and cash flow models to support strategic initiatives.
Build business partner relationships within the Finance Department, as well as other Corporate and Administrative departments to support their financial reporting and analysis needs.
Design and implement scalable financial planning and analysis processes and identifies process improvements that support the needs of a growing business.
Follow best practices to enhance the quality, efficiency and effectiveness of individual and team work product.
Prepare the monthly and YTD financial reports and variance analyses.
Build capabilities to provide additional business insights into financial and operational information, including flexible ad hoc reporting.
Establish tools/processes to assess ROI on firm financial commitments.

Requirements

8+ years of relevant experience in finance and financial planning and analysis.
Direct experience with a firm’s operating budget in a professional services firm required.
Working knowledge of MS Office and advanced experience in MS Excel and with database systems and data modeling skills.
Advanced understanding of accounting and financial statements.
Experience with designing, maintaining, and documenting financial reports.
Strong knowledge with financial modeling, forecasting, and analysis.
Planful experience or other budgeting and financial reporting software experience.
Successful track record leading financial processes, systems, and analytics.
Strong knowledge and experience with accounting principles, financial analysis, and problem solving.
Highly collaborative, solutions oriented, and able to thrive in a fast-moving environment.
High attention to detail and solid organizational skills with excellent ability to communicate both visually and verbally.
The desire to take initiative and actively contribute to the team and the firm.
The ability to communicate effectively and professionally.
Strong business acumen and the ability to learn the firm’s financial and operational functions.
The mindset to provide superior service.
The ability to commute to our office in San Francisco, to comply with our hybrid work policy of 2-3 days per week in office.

Skills

MS Excel
database systems
data modeling
financial modeling
forecasting
analysis
budgeting and financial reporting software

Location

San Francisco

Work Type

Hybrid

Experience Level

8+ years

Education Level

Bachelor’s degree, preferably in Finance, Accounting, Information Systems, or a related field.

Salary/Compensations

$133,400.00 – $163,100.00
Target bonus of 12.5%

Benefits

Comprehensive healthcare options
A monthly wellness subsidy
Complimentary access to premium wellness apps
Robust retirement savings plans
Generous paid time off
Fertility treatments support
Parental leave
Back-up childcare
Eldercare services
Concierge assistance for personal errands
Pet care
Mentorship
Continuous learning
Relocation assistance is not available

About the Company

Cornerstone Research provides economic and financial analysis and expert testimony in all phases of commercial litigation and regulatory proceedings.
We work with a broad network of testifying experts, including leaders from academia and industry, who are recognized for their depth of knowledge, accomplishments, and research.
Our staff consultants contribute expertise in economics, finance, accounting, and marketing, as well as business acumen, familiarity with the litigation process, and a commitment to produce outstanding results.
We’re looking for passionate individuals who share our firm’s core values and can bring varied perspectives and experiences to our team.
The firm’s uniquely collegial, supportive atmosphere makes Cornerstone Research a great place to work.
We invest in our people in a host of ways, from providing meaningful learning and development opportunities to organizing memorable social events.
To many, our culture and our people are the most exciting, enriching aspects of a Cornerstone Research career.
Cornerstone Research is a leading firm providing economic and financial consulting to attorneys and companies involved in complex commercial litigation and regulatory proceedings.
We work with prominent academic and industry experts to provide our clients with state-of-the-art analyses and have a reputation for excellence and effectiveness.
Our talented consultants are supported by a passionate team of corporate and administrative professionals.
Together, we provide our clients and employees with the highest level of service and work experience.

Equal Opportunity

Cornerstone Research provides Equal Employment Opportunities to all employees and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color, creed/religious belief, medical condition, predisposing genetic characteristics or genetic information or testing, disability, marital status, pregnancy status, military status, veteran status, arrest or conviction record (except where permitted by law), sexual orientation, ethnic background, citizen status, ancestry, national origin, or any other consideration protected by federal, state or local law.
Cornerstone Research is committed to offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability, please contact Margaret Dondero at 617-927-3099 or via email margaret.dondero@cornerstone.com.
The non-confidential portions of the affirmative action program for individuals with disabilities and protected veterans shall be available for inspection upon request by any applicant for employment by contacting Anna Beeler at anna.beeler@cornerstone.com.