Lead firm-wide FP&A activities including budgeting, forecasting, financial modeling, and KPI tracking
Partner closely with service line leaders to evaluate financial performance, identify risks, and uncover strategic opportunities
Oversee month-end and quarterly financial reporting to ensure accuracy, timeliness, and clarity for executive stakeholders
Support mergers and acquisitions, including valuation modeling, deal structuring, and financial due diligence
Drive proactive analysis of profitability, utilization, leverage, and other core professional services metrics
Enhance dashboards, management reporting, and analytics capabilities across the Finance function
Lead, coach, and develop a high-performing finance team, including managers and individual contributors
Collaborate cross-functionally with People & Culture, IT, Marketing, and Operations to support firm-wide initiatives
Monitor billing and collections activity and approve invoices and expenses where required

Requirements

Bachelor’s degree in Finance, Accounting, or related field required; MBA preferred
12+ years of progressive financial management and FP&A experience, ideally in a professional services environment
CPA, CFA, or similar certification preferred
Advanced financial modeling, analytical skills, and deep FP&A expertise
Executive presence with strong communication and presentation capabilities
Proven leadership experience managing and developing finance teams
Strong understanding of professional services metrics, including profitability drivers, utilization, and leverage KPIs
High proficiency in Excel and experience with BI tools such as Power BI, Tableau, or Hyperion
Strong critical thinking, problem-solving skills, and attention to detail.

Benefits

annual bonus
medical, dental, and vision care
disability and life insurance
generous Paid Time Off
retirement plans
Paid Care Leave

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingbudgetingforecastingKPI trackingfinancial reportingvaluation modelingdeal structuringfinancial due diligenceanalytical skillsFP&A expertise

Soft Skills

leadershipcommunicationpresentation skillscritical thinkingproblem-solvingattention to detail

Certifications

CPACFA