Associate Director, Financial Planning & Analysis

Role Overview:
If you are a strategic and analytical leader looking for an opportunity to showcase your expertise in financial planning and analysis, then we would like to meet with you!

The Associate Director, Financial Planning and Analysis is a key partner in the firm who leads the annual revenue planning effort to build revenue forecasts, develops and maintains complex financial models, performs scenario planning and sensitivity analysis, as well as partners with cross-functional teams to coordinate and update various iterations of the annual budget book. This role will be an active participant in the annual operational budgeting process in addition to analyzing and implementing long-range plans to support the needs of a growing business.

At Cornerstone Research, you will be part of a thriving, 1,000-strong team that spans nine offices, comprises more than 55 nationalities, and leads the industry in its commitment to develop team members across all levels. Inc. Magazine has recognized Cornerstone Research three times as a Best Workplace for its outstanding employee engagement, collaborative culture, and professional growth opportunities.

You'll Love It Here If You:

• Embrace learning and continuous improvement
• Set and strive for a high bar of excellence
• Believe that teamwork leads to success: ask us what it means to be #onefirmfirm!
• Take pride in always doing your best work, even if it's harder or takes longer
• Are passionate about what you do

How You'll Help Our Team Succeed:

• Lead the annual revenue planning effort to build revenue forecast for the annual budget.
• Manage the distribution of revenue surveys and compile data for revenue forecasts and bill rate analysis.
• Own and maintain the financial model used to project revenue and hiring needs across a multiple year horizon, entailing analyzing trends and manipulating large datasets.
• Develop and maintain complex financial models for forecasting, scenario planning, and sensitivity analysis.
• Participate in various strategic planning initiatives and provide insightful financial analysis and recommendations to support strategic decision making.
• Design and implement scalable financial planning and analysis processes that support the needs of a growing business.

What You'll Need to Be Successful:

• 12+ years of relevant experience that demonstrates increasing capability and responsibility; professional services experience required.
• Working knowledge of MS Office.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data manipulation.
• Advanced knowledge of financial modeling, forecasting, and analysis, including experience building models from scratch for various scenarios.
• Experience in SQL, SSRS and Power BI a plus.
• Successful track record leading financial processes, systems, and analytics.
• Strong understanding of GAAP (Generally Accepted Accounting Principles) and financial statement analysis.
• 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 across all levels of the organization.
• Strong proficiency in financial planning and budgeting software. Experience using Planful is a plus.
• Demonstrated experience partnering with senior leadership and providing financial insights to drive business decisions.
• Exceptional analytical and problem-solving skills with the ability to interpret complex data and draw actionable conclusions.
• Strong business acumen and understanding of key business drivers and their impact on financial performance.
• Proficiency in data visualization tools and the ability to create compelling dashboards and reports.
• A proactive and results-oriented mindset with a strong desire to drive continuous improvement.
• 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
• Relevant professional certifications such as CFA (Chartered Financial Analyst) or equivalent are a plus.
• Bachelor's degree, preferably in Finance, Accounting, Business Administration, or related field or equivalent experience.

Cornerstone Research is offering a competitive market base salary for this position. The base salary range represents the low and high end of the salary range for this position in all eligible locations. This range may differ based on your geographic location and cost of living considerations. At Cornerstone Research, we believe compensation is more than just a base salary. We offer a competitive total compensation package that includes an annual performance bonus and comprehensive benefits such as flexible options for healthcare, paid time off, and retirement savings.

San Francisco: $172,000 - $212,000

We're looking for passionate individuals who share our firm's core values and can bring varied perspectives and experiences to our team.

Who We Are:

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.

Equal Employment 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.