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 BvA 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

Skills and Qualifications:

Bachelor’s degree in Finance, Accounting, Business, Economics, Engineering, or related field
5+ years of progressive experience in Finance, FP&A, Strategic Finance, Corporate Finance, or a related analytical role
Strong experience with budgeting, forecasting, long-range planning, monthly close support, and business performance analysis
Experience building and maintaining driver-based financial models; three-statement modeling experience preferred
Strong resource allocation, headcount planning, capacity planning, investment prioritization, or business case experience
Advanced Excel/Google Sheets skills and comfort working with large datasets
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 interesting and analysis that changes a decision
Demonstrated ability to improve FP&A scale through systems, automation, AI/LLM-enabled workflows, data visualization, or process redesign
Experience with FP&A, BI, CRM, ERP, and workflow/automation tools, such as Adaptive, Anaplan, Tableau, Power BI, Salesforce, NetSuite, or similar platforms
Curiosity and hands-on experience with AI/LLM tools strongly preferred
High standards for accuracy, analytical rigor, communication, and follow-through
Ability to operate effectively in ambiguous, fast-changing environments where data may be incomplete or imperfect
Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Benefits + Compensation at PitchBook:

Physical Health

Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance

Emotional Health

Paid sabbatical program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation days, sick days, and volunteer days

Social Health

Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events

Financial Health

401k match
Shared ownership employee stock program
Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

Annual base salary: $115,000-$150,000
Target annual bonus percentage: 15%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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