Financial Planning & Analysis Senior Manager of Budgeting & Forecasting

Overview

Description & Requirements The FP&A Senior Manager of Budgeting and Forecasting plans, trains, communicates, supports, executes, and reports-out on the Firm's annual Financial Budgeting Process. Key skills include knowledge of accounting principles, budgeting, forecasting, variance analysis, financial data management, communication, training, use and design of budgeting/planning tools and confidentiality. The Senior Manager Budgeting & Forecasting should be familiar with the firm's organizational structure, strategy, and demonstrate strong organizational and time management abilities.

• Design, Maintain and Execute Annual Budget Project Plan
• Prepare and Manage Annual Budget Timeline
• Maintain Budget SharePoint Site for users
• Implement changes in management organizational structure into Budget Process
• Prepare and distribute Budget communications:
  Timeline, Milestones, Reminders, Finalization
• Design, Test and Validate all Budget Integrations from supporting Human Resources, Practice Management, Financial Support systems
• Manage development of current year forecast, validate assumptions, calculations and inputs
• Revenue Planning - Develop and Design Budgeting Model for Revenues aligned to Practice Structure. Test and validate all modeling calculations, identify support needs and work with firm leadership to prepare revenue assumptions
• People and Production Planning - Design budgeting model for compensation cost and billable hours. Test and validate all model calculations. Identify and support assumptions. Validate all model outputs for Final Budget
• Expense Planning - Provide Budget users supporting data for operating expense estimates. Develop inputs for various controlled expenses
• Coordinate Firmwide Budget Estimates for Partner Benefits, Technology, Facilities, Insurance and Employee Training Costs
• Prepare Budget Training Materials: "How to" Guides, "How to" Videos, Prepare and Host "What s New" webinars, Prepare Detail Step by Step Budget Training courses. Host all training materials on Budget SharePoint Site
• Develop National and Regional Overhead Assumptions, Test and validate Budget Outputs
• Identify Budget Risks and Opportunities and Reserves
• Develop transfer pricing assumptions and maintain inventory of transfer pricing adjustments
• Work closely with Partners and Budget Subject Matter Experts on the preparation of their Budget
• Reporting - Design, Validate and Test Budget Reports. Prepare ad hoc and custom budget reporting as requested
• Design, Test and Validate Budget Analytics and Key Performance Indicators
• Prepare Budget Presentation for Review and Approval by Senior Leadership and Governing Board
• Continuous Review of Budget Process throughout the year developing a process of continuous improvement, including commentary on budget variances and process changes
• Collaborate and consult with Performance and Partner Operations team in National Office on timing, results, structure and budget adjustments
• These responsibilities involve significant independent judgment, analytical skills, and discretion, aligning this position with the requirements for an exempt role under applicable guidelines
• Research key transactions or inquiries in surrounding practice management
• Research key transactions in accounting solution for current and future budget implications

• Bachelor9s degree in a related field, Master9s degree preferred
• 10+ years of related experience