Financial Operations Manager

About the role

Pariveda is a North American-based, employee-owned professional services firm. We provide strategy and technology services across industries. As a mission-driven organization and Certified B Corp, we enable our clients to imagine and do more, whether it’s making next quarter’s goals or navigating the future. From ideas to impact, we help clients get better at what they do to improve people and profits.

Financial Operations Manager (FOM)

Dallas

Pariveda is seeking a Financial Operations Manager (FOM) to join our Accounting team in the Corporate Services office in Dallas. This is a collaborative, analytical, and problem-solving role. We believe in continuous change and improvement that requires strong prioritization, judgment, and decision-making abilities.

You Can Expect To

As a member of the Accounting Team, you will provide proactive financial reporting, analysis, and actionable guidance to Operating Group (OG) and Business Unit (BU) leaders. You will help leaders understand the financial drivers of their business, identify and mitigate financial risk, and make informed decisions aligned with the firm’s financial priorities. You can expect to:

• Build and deliver scenario-planning models that illustrate revenue visibility, revenue waiting to be recognized, known financial risks, estimated end-of-term adjustments, and the potential impact of future opportunities.
• Analyze sold margin, resource margin, margin contribution, cost, utilization, financial risk, and account-level performance to help OG and BU leaders understand the behaviors driving results.
• Provide weekly reporting decks, financial read-outs, forecast support, and other reporting that give leaders a clear understanding of performance against targets.
• Identify and escalate T&M contract leakage, project and account issues, revenue-recognition risks, and other financial risks so leaders can take timely action.
• Partner with Project Accountants to support revenue assurance, verify that billable projects are set up and reporting correctly, and resolve complex project and account issues.
• Support Finance, Treasury, and FP&A processes by identifying future revenue and liquidity risks, contributing to forecasts, providing context for end-of-term fixed-fee reconciliations, and contributing metrics for board-level reporting.
• Advise OG and BU leaders on revenue-recognition compliance, contract structures, pricing, and discount arrangements, involving Legal, Accounting, or Treasury when appropriate.
• Respond to ad hoc financial reporting and analysis requests, model the impact of proposed investments on billable project codes, set realistic turnaround expectations, and redirect out-of-scope requests to the appropriate team.
• Coach and support Project Accountants on prioritization, service delivery, complex account issues, and difficult stakeholder conversations.
• Build financial literacy among non-finance stakeholders so they can make better decisions with a clear understanding of financial impacts.
• Identify reporting and systems gaps, escalate data-accuracy concerns, and provide feedback that improves Qlik and other reporting infrastructure.
• Influence and guide stakeholders without formal authority, including navigating difficult conversations with OG and BU leaders.
• Work within a hybrid model, sometimes at home and sometimes in the office.
• Work with smart, humble, and supportive people.

The successful candidate possesses the following critical qualifications

• Demonstrated experience in FP&A, accounting, financial analysis, or a comparable business-unit finance role, ideally with 3-5 years of experience.
• Bachelor’s degree in Accounting, Finance, or a related field, or comparable experience.
• Advanced Excel skills and experience with financial reporting or business intelligence tools, including Qlik or a similar platform.
• Experience understanding income statements, planning processes, forecasts, and financial performance trends.
• Working knowledge of revenue recognition, contract structures, pricing and discount arrangements, and margin and utilization analysis in a project-based business.
• Demonstrated ability to translate financial data into clear, actionable guidance for non-finance leaders.
• Strong written and verbal communication skills, including confidence presenting financial results and navigating difficult conversations with senior stakeholders.
• Demonstrated ability to influence without formal authority and hold stakeholders accountable through clear analysis, judgment, and communication.
• Strong financial and analytical reasoning, attention to detail, business acumen, and problem-solving skills.
• Ability to prioritize, multitask, and manage time effectively while responding to recurring and ad hoc reporting needs.
• Proven ability to collaborate successfully with Finance, Treasury, FP&A, Project Accounting, Staffing, delivery, sales, technology, and business leadership teams.
• A process-improvement mindset and the ability to identify reporting, system, and workflow improvements.
• Ability to work in a fast-paced environment and adapt to changing business needs.
• Experience in a professional services, consulting, staffing, or other utilization- and margin-based environment is preferred.
• Prior experience informally leading, coaching, or reviewing the work of others is preferred.
• CPA or MBA in progress is a plus.
• Experience working with a business-unit or practice-group structure is a plus.
• Legally authorized to work for any company in the United States without sponsorship.

Pariveda Benefits

• Transparent and Equitable Salary. The salary range for this position is $105,400 - $115,900 annually. Actual salaries may vary based on factors including but not limited to location, experience, and performance.
• Comprehensive medical, dental, and vision insurance for you and your family
• Employer Health Savings Account (HSA) contribution
• 2% 401(k), vested immediately
• Company ownership through Employee Stock Ownership Plan (ESOP)
• Plenty of Paid Time Off - 4 weeks of vacation time, 10 holidays, 1 floating holiday
• Paid sabbatical after 5 years of service for Principals and above
• Paid parental leave & breast milk shipping costs reimbursed for work travel
• Employee Assistance Program (EAP), health concierge, and financial wellness tool
• Company paid cell phone plan and device stipend
• Life insurance
• Short-Term and Long-Term Disability

Our commitment to a welcoming, inclusive environment means we embrace applicants from all backgrounds. If you feel you may need an accommodation at any stage of our interview process due to a disability, please contact the Human Resources team at or, select option 3 and then option 1 Human Resources.