Financial Planning and Analysis Manager

A rapidly growing professional services organization is seeking an FP&A Manager to lead financial planning and analysis initiatives, reporting modernization efforts, and process improvement projects across the business. This is a newly created leadership role driven by significant organizational growth and offers the opportunity to make a meaningful impact on financial strategy, operational efficiency, and decision support.

The organization has experienced substantial expansion in recent years and is known for its collaborative, employee-focused culture, strong retention, and long-tenured workforce. Reporting to the Director of Finance, this position will oversee a team of two analysts while partnering closely with executive leadership, operations, and technology teams.

• Lead budgeting, forecasting, and long-range planning processes.
• Develop and enhance financial models, KPI dashboards, and management reporting.
• Drive process improvement initiatives, automation efforts, and systems optimization projects.
• Evaluate profitability, pricing strategies, utilization metrics, and operational performance.
• Partner with leadership to provide strategic financial analysis and decision support.
• Improve reporting capabilities through data visualization tools and advanced analytics.
• Collaborate with technology teams to improve data accessibility and reporting infrastructure.
• Manage and mentor a team of financial analysts while fostering professional development.
• Support growth initiatives, acquisitions, and evolving business strategies through financial analysis and planning.

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 6+ years of experience in FP&A, financial analysis, pricing, analytics, or operational finance.
• Strong financial modeling, forecasting, and business partnering experience.
• Proven success improving financial processes, reporting structures, and operational efficiencies.
• Advanced Excel skills and experience working with large datasets.
• Prior leadership, project management, or team management experience.

• Professional services, legal, consulting, SaaS, or project-based business environments.
• Pricing strategy, profitability analysis, and operational analytics.
• Power BI, Tableau, SQL, Python, or similar analytical tools.
• ERP systems and complex data environments.
• Experience leveraging AI tools to improve reporting, analysis, or business processes.