Financial Planning a& Analysis Manager

Description

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 is responsible for driving 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.

• Lead the development and execution of the firm's comprehensive annual budget, ensuring alignment with both short-term objectives and long-term goals.
• Establish and refine long-term financial plans to guide the firm’s strategy, incorporating market trends, firm-specific data, and economic forecasts.
• Design and implement scenario planning techniques, creating detailed models to predict outcomes and assess the potential impact of various strategic decisions.

• Partner with senior leaders across practice areas and business functions to develop precise project budgets and forecasts that reflect organizational priorities.
• Create tools and processes to continuously monitor budget-to-actual performance and identify opportunities for efficiency improvements.
• Develop dynamic forecasting methods that adapt to changing market conditions and organizational needs.

• Conduct detailed analyses of firm-wide profitability to identify financial strengths and areas for improvement.
• Create performance dashboards and key performance indicator (KPI) metrics to provide real-time insights to senior leadership.
• Lead quarterly and annual performance reviews, delivering actionable recommendations to optimize profitability and efficiency.
• Perform risk analysis to identify potential vulnerabilities and recommend mitigation strategies.

• Produce in-depth financial and operational reports, utilizing data visualization tools to convey complex information in a clear and impactful way.
• Present findings and strategic recommendations to senior management, fostering informed decision-making at the executive level.
• Ensure accuracy and timeliness in all reporting activities, adhering to both internal standards and external compliance requirements.

• Recruit, train, and develop a high-performing FP&A team, ensuring each member is equipped with the skills and resources to excel.
• Set clear performance goals and establish a regular feedback mechanism to promote professional growth and accountability.
• Foster a collaborative team environment, encouraging knowledge sharing and innovation in solving financial challenges.

• Continuously review and enhance financial planning processes, implementing industry best practices and leveraging new technologies.
• Develop standardized templates and tools to streamline reporting, forecasting, and budget preparation.
• Monitor industry trends and innovations to maintain a competitive edge in financial planning and analysis.
• Stay informed of changes in financial regulations and accounting standards to maintain compliance and mitigate risk.

• 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.
• Minimum of 7-12 years of experience.
• 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…