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Manager, Financial Planning and Analysis

Cornerstone Research
parental leave, paid time off, relocation assistance
United States, California, San Francisco
Jun 21, 2026

Role Overview:

If you enjoy all aspects of the annual budgeting process, building and running models, and showcasing your superior Excel skills, then we would like to meet with you!

The Manager, Financial Planning and Analysis plays a crucial role in developing the annual budget and long-range plans, driving reporting with our collaboration partners, and owning and implementing system and process improvements within FP&A. The Manager, Financial Planning and Analysis will have the opportunity to make a lasting impact as they partner across the firm to ensure financial stewardship. This role also owns monthly and annual reporting related to various areas including the monthly accounting close, internal financial reporting, and the annual audit, in addition to playing a key role in the firm's annual operational budgeting process.

At Cornerstone Research, you will be part of a thriving, 1,100-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 five 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:

  • Provide support to the Director, Financial Planning & Analyses in developing the firm's annual operational budgeting process, leveraging prior experience to improve the process and deliver value added support and analyses to business partners.

  • Create and maintain various scenarios of multi-year financial and cash flow models to support strategic initiatives.

  • Build business partner relationships within the Finance Department, as well as other Corporate and Administrative departments to support their financial reporting and analysis needs.

  • Design and implement scalable financial planning and analysis processes and identifies process improvements that support the needs of a growing business. Follow best practices to enhance the quality, efficiency and effectiveness of individual and team work product.

  • Prepare the monthly and YTD financial reports and variance analyses. Build capabilities to provide additional business insights into financial and operational information, including flexible ad hoc reporting.

  • Establish tools/processes to assess ROI on firm financial commitments.

What You'll Need to Be Successful:

  • 8+ years of relevant experience in finance and financial planning and analysis.

  • Direct experience with a firm's operating budget in a professional services firm required.

  • Working knowledge of MS Office and advanced experience in MS Excel and with database systems and data modeling skills.

  • Advanced understanding of accounting and financial statements.

  • Experience with designing, maintaining, and documenting financial reports.

  • Strong knowledge with financial modeling, forecasting, and analysis.

  • Planful experience or other budgeting and financial reporting software experience.

  • Successful track record leading financial processes, systems, and analytics.

  • Strong knowledge and experience with accounting principles, financial analysis, and problem solving.

  • 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.

  • 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.

  • The ability to commute to our office in San Francisco, to comply with our hybrid work policy of 2-3 days per week in office.

  • Bachelor's degree, preferably in Finance, Accounting, Information Systems, or a related field.

At Cornerstone Research, our people are our greatest asset. We are committed to providing a competitive total rewards package that recognizes the high-caliber expertise you bring to our global team while supporting your long-term professional and personal growth.

Compensation

  • Base Salary Range: $133,400.00 - $163,100.00

    • Individual base compensation will be tailored to your primary work location and the unique depth of experience you bring to the firm.

  • Annual Performance Bonus: This role is eligible for a discretionary bonus with a target of 12.5%.

    • This serves as a meaningful way for us to celebrate excellence, awarded based on both individual impact and our collective success as a firm.

A Holistic Investment in You

We view compensation as more than just a paycheck; it is an investment in your well-being and future. Our industry-leading benefits are designed to offer peace of mind and flexibility, featuring:

  • Health & Wellness: Comprehensive healthcare options, a monthly wellness subsidy, and complimentary access to premium wellness apps.

  • Financial Security: Robust retirement savings plans to secure your long-term financial goals.

  • Work-Life Blend: A hybrid work model that balances collaborative in-office time with telecommuting flexibility, alongside generous paid time off to recharge.

  • Family & Personal Support: Specialized support including fertility treatments, parental leave, back-up childcare, eldercare services, concierge assistance for personal errands, and pet care.

  • Growth & Culture: A firm-wide commitment to mentorship, continuous learning, and a vibrant, inclusive community.

Please note that relocation assistance is not available for this role. We look forward to learning more about how your unique perspective can strengthen 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.

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