Lead Firmwide Budgeting and Forecasting: Direct the development of annual budgets and long-range financial forecasts.
Collect, analyze, and maintain all financial data, including revenue projections, expense variances, and risk assessments.
Prepare consolidated P&L analyses for Executive Leadership and Board review, ensuring alignment with organizational goals.
Oversee Financial Modeling and Performance Reporting Cross Functionally to Regional VP’s.
Manage the creation of advanced financial models to guide strategic decision-making.
Supervise monthly and quarterly reporting processes, including dashboards and KPIs for leadership.
Provide insights on cash flow, performance and trends to support operational and strategic initiatives.
Ensure Accuracy in Financial Close and Statements: Oversee preparation and review of monthly, quarterly, and annual financial statements.
Validate compliance with internal controls and accounting standards while handling complex issues with a high degree of latitude.
Monitor Resource Utilization and Operational Efficiency across Projects and Pipeline performance.
Analyze staff utilization rates and operational metrics to optimize resource allocation and project pricing.
Provide actionable recommendations to improve efficiency and profitability across business units operations seen within the contracted backlog and pipeline.
Leverage expertise in Netsuite to assist in firmwide transition to ERP System.
Develop and improve upon cross-functional processes and ERP functionality through automation tools and streamlined reporting workflows.
Additional Leadership and Strategic Projects requests.

Requirements

Bachelor's Degree in Business, Finance, Accounting required.
MBA preferred.
Minimum six (6) to Eight (8) years of professional work experience in a similar role or work experience.
Strong financial modeling experience and advanced working knowledge with data visualization software and ERP systems.
High-level proficiency with analytical systems/tools e.g., exceptional skills in Excel, as well other Microsoft Office 365 tools (Word, PowerPoint, etc.).
Desired proficiency with data visualization tools, PowerBi a plus.
Very strong analytical, data collection, and problem-solving skills.
Ability to lead others in teams and demonstrate strong professional communication across multiple levels of the organization.
Clear presentation skills and experience presenting financial recommendations to corporate leadership.
Proven ability to independently manage multiple deadlines and manage time appropriately for themselves and direct reports.
Interested in improving the firmwide technology systems and driving impact across multiple facets of the company.
Flexibility to take on a wide array of projects.

Benefits

Eligible to participate in our annual Corporate Incentive Plan (CIP) that can range to up to 10% of annual salary.
Eligible to enroll in group healthcare plans that offer medical, dental, and vision.
Insurance plans offering short term disability, long term disability, and basic life.
401k plan provided they meet plan requirements.
Flexible Time Off that allows employees to use what they need.
10 paid holidays throughout the calendar year.
Paid time off for qualifying medical leave.
Up to 12 weeks of combined paid parental and bonding leave.

Applicant Tracking System Keywords

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

Hard skills

financial modelingdata analysisbudgetingforecastingperformance reportingcash flow analysisresource utilizationoperational efficiencyKPI developmentfinancial statement preparation

Soft skills

analytical skillsproblem-solvingleadershipcommunicationpresentation skillstime managementteam collaborationflexibilitystrategic thinkingrecommendation development

Certifications

Bachelor's Degree in BusinessBachelor's Degree in FinanceBachelor's Degree in AccountingMBA