FP&A Manager

Salary Range: $130,000.00 - $140,000.00 per year based on relevant experience, qualifications, and education.

FLSA Status: Full-Time, Exempt

Work Location: While the Chicago area is the preferred location for this position with a hybrid work arrangement, we welcome applications from candidates in other eligible U.S. locations who would work remotely.

Who We Are:

ZG Subpoena Solutions (ZGSS) is a close-knit team of dedicated professionals who design, implement, and manage customized solutions for business processes, including legal process compliance and third-party requests for access to user data. Our clients rely on us to tackle this critical work so they can focus on providing outstanding products and services.

Why We Love Working Here:

We love working here because we like standing at the intersection of user data and lawful demands. We are driven to provide better service every day, and value being part of a collaborative team at the center of complex and evolving legal process issues. Our business is rapidly expanding, and we are eager to build on our continued growth and position as the leader in legal process response solutions.

What We're Looking For:

We are seeking a Financial Planning & Analysis (FP&A) Manager to support ZGSS financial planning and decision-making by developing reliable operating and financial analysis, management reporting, and the underlying data foundation.

Reporting to the VP of Finance & Controller, the FP&A Manager supports budgeting, forecasting, pricing, staffing, capacity planning, and performance management. The role owns the business requirements, analytical data architecture, and reporting integrity that support these activities and partners with functional leaders and Technology to ensure decision-critical information is captured, clearly defined, appropriately structured, and effectively analyzed.

The ideal candidate is a hands-on professional who can independently build scalable analytics, manage data architecture, and establish robust financial controls amid fragmented systems. They must demonstrate strong financial judgment and communicate effectively across functional areas to support reliable budgeting, forecasting, and actionable insights for leadership.

What You Will Do:

Financial Planning, Analysis & Management Reporting

• At the direction of the VP of Finance & Controller, support the annual budget, periodic forecasts, monthly variance analysis, and scenario modeling by developing and maintaining the underlying operating assumptions and analyses.
• Partner with the VP of Finance & Controller and functional leaders to establish key financial and operational KPIs; own standardized definitions, calculations, validation, and recurring management reporting covering gross margin, utilization, capacity, unit economics, and other agreed performance measures.
• Connect engagement-level operating data to financial results and deliver concise, proactive analysis of performance drivers, material trends, variances, emerging risks, anomalies, and opportunities for improvement.
• Document assumptions clearly and maintain reliable reporting that is trusted, reconcilable to source systems and supports forecasting and business decisions.
• Support leadership and Board reporting as requested.

Data Architecture & Integrity

• Own the business requirements and analytical data architecture that support planning and management reporting, including by identifying required information, establishing common definitions and authoritative sources, and defining how data should be structured and connected across systems.
• Identify gaps and inconsistencies in source data and drive business-side resolution, partnering with functional owners and Technology to prioritize and implement improvements in data capture, integration, accessibility, controls, and analytical value based on business impact.
• Own data definitions, reconciliation, validation, and quality controls for reporting. Functional teams remain accountable for the accuracy of data entered into their source systems, while Technology and other technical resources are responsible for technical implementation of integrations and data infrastructure.

Pricing, Unit Economics & Capacity

• Support the VP of Finance & Controller in evaluating pricing, renewals, and hourly-to-unit conversions by analyzing labor effort, staffing mix, volume, productivity, quality requirements, and other relevant cost drivers.
• Partner with Client Operations and People Operations to develop and maintain utilization, capacity, bench, and workforce analyses that inform hiring and resource allocation decisions.
• Compare actual performance with pricing, staffing, and productivity assumptions; quantify automation-driven efficiencies and technology investment ROI, including projected versus realized labor savings, and identify and document recommended corrective actions.
• Maintain a prioritized reporting and analytics roadmap that addresses KPI and data improvements, decision-support tools, and appropriate self-service analytics aligned with functional leaders’ needs.

Decision Support & Cross-Functional Partnership

• Translate operating and financial data into actionable recommendations for the VP of Finance & Controller and, as appropriate, functional leaders, clearly outlining underlying assumptions, expected impact, and trade-offs.
• Work directly with functional areas to obtain required data, resolve discrepancies, and validate operating assumptions.
• Provide financial and operational analysis to inform pricing, staffing, client launches, technology investments, service-model changes, and growth planning, including forward-looking capacity and operating scenarios, in accordance with priorities established with the VP of Finance & Controller.

What You Bring:

• The ability to independently build scalable analytics, manage data architecture, and establish robust financial controls amid fragmented systems.
• Strong financial and analytical judgment, with the ability to turn complex operating data into clear actionable insights.
• Clear, prompt, and effective communication across all functional areas of the organization, with a solution-oriented approach.
• Critical thinking and experience to evaluate complex decisions, balancing factors, outcomes, and organizational impact.

Your Capabilities & Experience:

• Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field required.
• Minimum of 6 years of progressive experience in FP&A, strategic finance, business intelligence, operational analytics, or a related field; experience in a labor-intensive services environment strongly preferred.
• Advanced proficiency in Excel and Google Sheets, including financial modeling and data analysis.
• Experience developing BI dashboards and implementing reporting solutions using Power BI, Looker, Tableau, or comparable tools.
• SQL skills sufficient to independently query, validate, and reconcile source data are strongly preferred; experience with BigQuery and reporting-automation experience are strongly preferred.
• Working knowledge of data integration and architecture sufficient to define business requirements, maintain reporting integrity, and partner effectively with Technology without serving as the data engineer.

Notice of AI Use in Job Application Review

As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.