Financial Planning a& Analysis Manager

Overview

The FP&A Manager is a strategic leader overseeing the firm's financial planning and analysis activities, understanding the architecture industry's unique financial and operational dynamics. This role drives budgeting, forecasting, and performance analysis while providing strategic insights and recommendations to senior management. The FP&A Manager collaborates with cross-functional teams and ensures that financial strategies align with the firm's growth and operational goals.

• Financial Planning and Strategy:
  Lead the development and execution of the firm's comprehensive annual budget, ensuring alignment with both short-term objectives and long-term goals.
• Financial Planning and Strategy:
  Establish and refine long-term financial plans to guide the firm’s strategy, incorporating market trends, firm-specific data, and economic forecasts.
• Financial Planning and Strategy:
  Design and implement scenario planning techniques, creating detailed models to predict outcomes and assess the potential impact of various strategic decisions.
• Budgeting And Forecasting:
  Partner with senior leaders across practice areas and business functions to develop precise project budgets and forecasts that reflect organizational priorities.
• Budgeting And Forecasting:
  Create tools and processes to continuously monitor budget-to-actual performance and identify opportunities for efficiency improvements.
• Budgeting And Forecasting:
  Develop dynamic forecasting methods that adapt to changing market conditions and organizational needs.
• Performance Analysis:
  Conduct detailed analyses of firm-wide profitability to identify financial strengths and areas for improvement.
• Performance Analysis:
  Create performance dashboards and key performance indicator (KPI) metrics to provide real-time insights to senior leadership.
• Performance Analysis:
  Lead quarterly and annual performance reviews, delivering actionable recommendations to optimize profitability and efficiency.
• Performance Analysis:
  Perform risk analysis to identify potential vulnerabilities and recommend mitigation strategies.
• Reporting And Insights:
  Produce in-depth financial and operational reports, utilizing data visualization tools to convey complex information in a clear and impactful way.
• Reporting And Insights:
  Present findings and strategic recommendations to senior management, fostering informed decision-making at the executive level.
• Reporting And Insights:
  Ensure accuracy and timeliness in all reporting activities, adhering to both internal standards and external compliance requirements.
• Team Leadership:
  Recruit, train, and develop a high-performing FP&A team, ensuring each member is equipped with the skills and resources to excel.
• Team Leadership:
  Set clear performance goals and establish a regular feedback mechanism to promote professional growth and accountability.
• Team Leadership:
  Foster a collaborative team environment, encouraging knowledge sharing and innovation in solving financial challenges.
• Process Improvement:
  Continuously review and enhance financial planning processes, implementing industry best practices and leveraging new technologies.
• Process Improvement:
  Develop standardized templates and tools to streamline reporting, forecasting, and budget preparation.
• Process Improvement:
  Monitor industry trends and innovations to maintain a competitive edge in financial planning and analysis.
• Process Improvement:
  Stay informed of changes in financial regulations and accounting standards to maintain compliance and mitigate risk.
• Process Improvement:
  Perform other duties as directed by the Director of Finance.

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field;
  Master’s degree or relevant certification (CFA, CMA, MBA) strongly preferred.
• 7-12 years of experience with expertise in advanced financial modeling, data analysis, and the use of visualization tools (e.g., Microsoft Excel, Vena or equivalent, Power BI, Tableau).
• Strong analytical and strategic thinking skills, with the ability to translate complex data into actionable insights.
• Excellent communication and interpersonal skills, with experience presenting to senior management and stakeholders.
• Detail-oriented and organized, with a proven ability to manage multiple projects and deadlines in a fast-paced environment.
• Thorough knowledge of accounting principles, financial regulations, and industry best practices.
• Experience working within professional services project-based environments is required.
• Familiarity with architecture industry dynamics, including project life cycles, billing structures, and cost management, is highly advantageous.
• Experience in private equity backed, acquisitive environments requiring pro-forma reporting for acquisitions.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with…