Senior Financial Planning Analyst

Our client is seeking a strategic FP&A professional to help shape financial planning and business performance across a dynamic, multi-office organization. This role will turn complex project, labor, and financial data into actionable insights that directly influence profitability, staffing, growth, and long-term strategic decisions.

Benefits & Extras

• High-visibility role partnering directly with the CFO and firm leadership
• Opportunity to influence profitability, staffing, pricing, and growth decisions
• Strategic exposure across multiple offices and business operations
• Play a key role in strengthening financial planning and reporting processes
• Collaborative environment working with both financial and non-financial leaders
• Exposure to strategic initiatives including expansion and new office growth
• Opportunity to leverage advanced financial modeling and BI tools

What You’ll Be Doing

• Lead annual budgeting and quarterly forecasting across multiple offices
• Develop forecasts for revenue, utilization, project profitability, and cash flow
• Prepare management reporting, dashboards, and KPI analysis for leadership
• Perform variance analysis and identify opportunities for corrective action
• Build financial models supporting pricing, staffing, headcount, and resource decisions
• Develop long-range financial plans supporting growth and expansion initiatives
• Enhance financial models and reporting processes

What You’ll Need to be Considered

• Bachelor’s degree in finance, accounting, economics or related field
• Advanced Excel financial modeling skills, including pivot tables and complex formulas
• Experience with ERP systems
• CPA or CMA required
• Experience with Power BI, Tableau, or similar BI/reporting platforms