About The Company

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With over ten partner firms, several deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 40 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi- industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

About the Role

The FP&A Manager plays a crucial role in driving financial insight, strategic planning, and decision-making for our organization. You will collaborate with senior leadership, operational teams, and external stakeholders to provide accurate financial forecasts, evaluate strategic initiatives, and ensure the financial health of the company.

Key Responsibilities

1.     Strategic Financial Planning

o   Develop and manage the annual budgeting process, including forecasting and multi-year planning.

o   Partner with business leaders to align financial goals with strategic objectives.

o   Provide analysis on industry trends, competitive landscape, and operational risks.

2.     Financial Analysis & Reporting

o   Prepare and deliver monthly, quarterly, and annual financial performance reports.

o   Analyze revenue streams, costs, and profitability to identify opportunities for optimization.

o   Support key decision-making through detailed scenario analyses and ROI evaluations.

3.     Business Partnering

o   Collaborate with department heads (e.g., marketing, sales, and operations) to ensure financial alignment.

o   Support M&A activities, including financial modeling and due diligence as applicable.

o   Work closely with CPA firm clients to understand their needs and how they translate into financial impact.

4.     Process Improvement & Automation

o   Identify and implement best practices for financial processes and systems.

o   Drive the adoption of advanced analytics tools to enhance decision-making capabilities.

o   Ensure compliance with accounting standards, policies, and internal controls.

5.     Leadership

o   Manage and mentor a team of financial analysts, fostering growth and professional development.

o   Act as a thought leader, driving a culture of accountability and financial excellence.

What you’ll need Qualifications:

·       Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.

·       Experience:

o   5+ years of experience in FP&A, corporate finance, or related roles.

o   Proven track record of supporting service-based or customer-focused businesses.

·       Skills:

o   Advanced proficiency in Excel, financial modeling, and analytics tools (e.g., Tableau, Power BI).

o   Strong understanding of GAAP and corporate finance principles.

o   Excellent communication, leadership, and interpersonal skills.

o   Demonstrated ability to work in a fast-paced, high-growth environment.

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. 

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $110,000–$120,000 annually, commensurate with experience and qualifications. 

In addition to a rewarding career, we provide a robust benefits package, including: 

·       Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) 

·       Company-Paid Life and Long Term Disability Insurance 

·       Ancillary Benefits such as supplemental life insurance and short-term disability options 

·       Classic Safe Harbor 401(k) Plan with employer contributions 

·       Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning 

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! 

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.