FP&A Manager

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

About the Role:

Finance owns everything “money” at PitchBook — accounting, quote-to-cash, payroll, compliance, budgeting, forecasting, and strategic analysis — supporting a fast-paced, growing company with actionable insights into financial health and business performance. We’re a fun, energetic team that treats employees like customers and customers as king. We aim to be trusted partners to the business by helping leaders understand performance, make better decisions, and allocate resources toward the highest-impact opportunities.

The FP&A Manager builds, improves, and scales PitchBook’s planning and analysis capabilities. This role partners with leaders across the business to turn data, ambiguity, and strategic priorities into clear decisions, with a particular focus on forecasting quality, resource allocation, investment prioritization, and operational impact.

The ideal candidate is a hands-on finance leader and player-coach who can strengthen core FP&A processes while also pushing the function forward through automation, AI-enabled workflows, and more scalable ways of delivering insights. This person role models PitchBook’s values, especially “Embrace and Drive Change” and “Excellence is a State of Mind,” and raises the bar for analytical rigor, communication, and business partnership across the company.

Primary Job Responsibilities:

Drive the annual budgeting, long-range planning, and rolling forecast cycles; manage timelines, deliverables, assumptions, and cross-functional inputs to a high bar of quality

Own and improve forecast processes across bookings, revenue, operating expenses, headcount, and key business drivers

Run scenario planning, sensitivity analyses, and best/base/worst case modeling to illuminate trade-offs and inform leadership decisions

Support monthly close and budget vs actual reviews with crisp root-cause analysis, clear explanations of what changed, and recommended actions

Strengthen driver-based forecasting approaches and automate recurring forecast refreshes where feasible

Ensure planning outputs are not just accurate, but useful for decision-making

Serve as a trusted partner to senior leaders by framing choices, clarifying assumptions, and connecting financial outcomes to strategy, operations, and business performance

Translate incomplete, noisy, or ambiguous data into actionable insights that guide strategic and operational decisions

Create clear, executive-ready narratives that explain what changed, why it changed, what it means, and what decisions leadership should consider

Move beyond reporting results to proactively identifying risks, opportunities, and recommended actions

Lead investment evaluations, business cases, ROI analysis, and portfolio trade-off discussions across functions

Build strong relationships with business partners while maintaining the independence and judgment required to challenge assumptions and improve decisions

Build and maintain frameworks to evaluate headcount, operating expense, and investment allocation across PitchBook

Partner with functional leaders to connect resource requests to business outcomes, capacity needs, productivity metrics, and strategic priorities

Support executive-level trade-off decisions by translating hiring plans, productivity assumptions, and investment cases into clear financial and operational impact

Help leadership understand where PitchBook is under-resourced, over-resourced, or misaligned relative to strategic priorities

Track post-investment performance to assess whether resource decisions are delivering expected outcomes

Identify opportunities to reallocate resources toward higher-impact areas of the business

Own and improve core SaaS and operating metrics, including ARR/MRR, NRR/GRR, churn, bookings, revenue, CAC/LTV, productivity, and other relevant business drivers

Maintain clear metric definitions, monitor trends, and partner with BI and business teams to course correct when data quality or interpretation issues arise

Define, instrument, and operationalize KPIs for business partners

Build monitoring and dashboard programs that enable self-service while maintaining consistency and trust in the underlying data

Drive data quality and single-source-of-truth standards across financial and operational datasets

Ensure reporting is clear, scalable, and decision-oriented

Identify and implement opportunities to use AI, LLMs, agentic workflows, and automation to improve FP&A processes, including forecast refreshes, variance analysis, management reporting, scenario planning, and self-service business insights

Partner with BI, Data, Engineering, and Finance leadership to responsibly deploy automation and AI-enabled tools while maintaining strong controls, data quality, and governance

Automate and streamline recurring forecasting, reporting, and analysis workflows

Improve model hygiene, standardized templates, process documentation, and workflow orchestration

Act as a power user and FP&A point person across planning tools, BI applications, and data integrations

Identify and implement tooling enhancements that improve the speed, quality, and scalability of FP&A outputs

Foster a culture of continuous improvement within Finance by challenging legacy processes and finding better ways to deliver insight

Role model PitchBook values: Customers are King, Excellence is a State of Mind, Embrace and Drive Change, Focus on Focus, and Make it Fun

Support broader company initiatives and projects

Be a multiplier for collaboration across Finance and the broader organization

Demonstrate curiosity, humility, ownership, and a willingness to challenge the status quo

Help create an FP&A function that is high-performing, business-oriented, and enjoyable to work with

Basic Qualifications:

5+ years of progressive experience in Finance, FP&A, Strategic Finance, Corporate Finance, or a related analytical role

Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications:

Strong experience with budgeting, forecasting, long-range planning, monthly close support, and business performance analysis

Experience building and maintaining driver-based financial models

Strong resource allocation, headcount planning, capacity planning, investment prioritization, or business case experience

Advanced Excel/Google Sheets skills and comfort working with large datasets

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

Three-statement modeling experience preferred

Comfort with financial and operational SQL a plus

Proven track record as a trusted partner to senior leadership, with the ability to influence decisions, challenge assumptions, and drive projects cross-functionally to completion

Strong written and verbal communication skills with the ability to turn complex analysis into clear, concise, and executive-ready narratives

Strong business judgment and able to distinguish between analysis that is interes