Lead the annual budgeting, monthly forecasting, and long-range strategic planning processes, coordinating with Executive Leadership, program leaders, practice leaders, and department heads to ensure alignment with the firm's strategic objectives
Develop and manage comprehensive financial models for forecasting revenues, expenses, resource capacity, cash, investments, and profitability, particularly focusing on driver-based models relevant to professional services (e.g., headcount, contracts, projects, utilization, bill rates)
Provide insightful financial due diligence and analysis for potential strategic investments, capital expenditures, and major initiatives
Oversee the preparation of detailed, timely, and insightful monthly and periodic financial reports for the Leadership Team and Program Management
Monitor performance against the annual budget, forecasts and key operational metrics, identifying trends, opportunities, and risks
Analyze key professional services metrics, including utilization, unit economics, margins by program/project/client/practice area, and backlog, providing strategic recommendations for margin improvement and efficiency
Act as a trusted financial advisor to program and practice leaders, helping them manage their P&Ls, understand their cost drivers, and make data-driven decisions on pricing, staffing, and investments
Oversee the end-to-end monthly contract invoicing process, ensuring accuracy, compliance with client contracts, timely submission of invoices to clients, and close collaboration with Program and Operations
Work with the Accounting team to ensure billing practices align with GAAP regarding revenue recognition for fixed-fee, time-and-materials, and other types of contracts
Analyze invoicing trends, monitor the aging of receivables, and provide timely financial information to support collections efforts and minimize Days Sales Outstanding
Lead the company pricing function in partnership with Business Development, Delivery, and company leadership, ensuring competitive pricing approaches, reliable models, and flexible tools are in place to drive growth while maintaining strict adherence to firm-wide financial goals
Collaborate with Growth and Delivery Teams to ensure that resource estimates, price targets, and supporting models are grounded in operational reality and historical performance
Establish feedback loops and regular communication with Growth, Delivery, and other leaders are in place to provide data-driven insights that continuously improve pricing strategies and tools
Partner with the CFO, other C-level executives, and key leaders on firm-wide strategic and operational initiatives
Lead, mentor, and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement
Streamline and improve existing reporting and planning processes so all leaders can easily access the financial information they need to perform their roles, leveraging financial systems and business intelligence tools for efficiency and enhanced analytics

Requirements

10+ years of progressive experience in FP&A, Corporate Finance, or a related field
Minimum of 3-5 years of direct experience within a Professional Services firm (e.g., Consulting, IT Services, Legal, or Accounting firm)
Bachelor's degree in Finance, Accounting, Economics, or a related field
Proven expertise in financial modeling, budgeting, and forecasting
Exceptional ability to synthesize complex data into clear, concise, and actionable insights for non-financial executives
Strong leadership and people management skills, with experience developing an FP&A function
Advanced proficiency in financial planning systems (e.g., Adaptive Planning, Anaplan, Hyperion), business intelligence tools (e.g., Tableau, Power BI), and contract-based ERPs (Unanet, Deltek, Netsuite)
Strong leadership and communication skills, with the ability to influence and collaborate effectively across all levels of the organization
Excellent analytical and problem-solving abilities, with a keen attention to detail and accuracy
Strong computer skills and an ability to leverage technology in a contract administration context
Excellent time management skills with keen attention to detail
Problem solving and conflict resolution skills
High level of personal integrity, ethics, motivation, and ability to foster mutual respect and inclusion
Capacity and resilience to develop, build, and grow strong working relationships at all levels of leadership, management, and external stakeholders and clients
Ability to implement strategies and services in a fast-paced, dynamic, and growing environment while maintaining alignment across organizational boundaries

Benefits

Health coverage — comprehensive medical, dental, and vision plans to support your overall health needs
Insurance coverage — Nava provides disability, life, and accidental death insurance at no cost
Time off — vacation, holidays (including Juneteenth), and floating holidays to rest and recharge
Company holidays — enjoy 12 paid federal holidays each year on top of your regular PTO
Annual bonus — when Nava meets its goals, eligible employees receive a performance-based annual bonus
Parental leave — paid time off for new parents, plus weekly meals delivered to your home
Wellness program — full platform offering physical, mental, & emotional health resources & support tools
Virtual care — see doctors online with no copay through UnitedHealthcare’s virtual visit program
Sabbatical leave — earn extended unpaid leave after continuous service for personal growth or rest
401(k) match — Nava matches 4% of your salary to support your retirement savings plan
Flexible work — remote-first environment with flexibility built around your schedule and responsibilities
Home office setup — company laptop & setup assistance provided via Staples for remote work needs
Utility support — monthly reimbursement to help offset eligible home office utility expenses
Learning opportunities — internal training programs and resources to help grow your professional skills
Development opportunities — LinkedIn Learning access & an annual allowance for courses, tuition, & certs
Referral bonus — get rewarded when you refer great people who join the Nava team
Commuter benefits — pre-tax commuter programs to support in-office travel when applicable
Supportive culture — A collaborative and remote-friendly team environment where people genuinely care

Applicant Tracking System Keywords

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

Hard skills

financial modelingbudgetingforecastingfinancial analysisdata-driven decision makingP&L managementcontract invoicingGAAP compliancemargin improvementresource capacity analysis

Soft skills

leadershippeople managementcommunicationanalytical skillsproblem-solvingtime managementconflict resolutionintegritymotivationrelationship building