Financial Planning and 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 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 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

• 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 is required.
• Familiarity with architecture industry dynamics, including project life cycles, billing structures, and cost management, is highly advantageous.
• Experience in…