Establish foundational FP&A processes, systems, and reporting frameworks from the ground up
Create standardized monthly and quarterly reporting packages for executive leadership team
Develop and oversee the budgeting processes for all business lines and operating functions, ensuring efficient resource allocation
Build and enhance financial models to support scenario analysis, anticipate future business and financial trends, and inform decision-making
Build relationships with practice and operations leaders to become a trusted business partner; gather and synthesize input for financial plans and projections
Partner with the leadership team to translate strategic plans into actionable budgets and key performance indicators (KPIs)
Monitor firm performance, spot trends, identify risks and opportunities, and recommend actions to drive results
Identify and help mitigate financial risks associated with operations and client engagements
Develop and analyze pricing models to help drive pricing strategies that reflect the value of services, align with market trends, meet client needs, and ensure profitability
Implement and monitor internal controls to safeguard assets and ensure accurate financial reporting
Assess and implement advanced reporting and business intelligence tools to enhance performance measurement and transparency
Proactively support digital transformation projects to help modernize processes and technologies within the finance function and across the firm, including evaluating opportunities for automation and AI deployment
Support M&A activities, including due diligence, deal structuring, and post-merger integration
Improve financial literacy across the organization through training and ongoing engagement with non-finance Porters
Develop recommendations for future FP&A team structure and staffing needs as the firm scales
Help build a culture of analytical rigor and data-driven decision-making across the organization

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field
MBA or CFA is a plus
6-10 years of progressive FP&A experience, including 2-4 years in a leadership role
Prior professional services or law firm experience is a plus
Demonstrated experience establishing or significantly revamping budgeting and forecasting processes
Advanced skills in Excel and financial modeling
Proficiency with financial systems/ERP software and BI platforms (e.g., Power BI)
Experience integrating data across multiple platforms required
Familiarity with Salesforce-based systems is a strong plus (Litify, Accounting Seed)

Benefits

Competitive compensation
Health/dental/vision/life insurance benefits
401(k)-retirement savings plan with employer-matching
Generous paid-time-off policy
People-centered workplace policies and flexible work schedules, including remote work opportunities
Casual attire
Plenty of free food
Regular opportunities for exposure to international cuisine and culture

Applicant Tracking System Keywords

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

Hard Skills & Tools

FP&Abudgetingfinancial modelingscenario analysispricing modelsfinancial reportinginternal controlsdata integrationautomationfinancial forecasting

Soft Skills

relationship buildingstrategic planninganalytical rigordata-driven decision-makingcommunicationleadershipcollaborationproblem-solvingtrainingengagement

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in Business AdministrationBachelor's degree in EconomicsMBACFA