Financial Planning & Analysis (FP&A) Manager

Duties & Responsibilities

• Lead monthly, quarterly, and annual budgeting, forecasting, and long-range planning processes
• Develop and maintain management reporting packages (MRP), including variance analysis and executive dashboards
• Track and analyze key performance indicators (KPIs), including utilization, revenue drivers, and profit center performance
• Partner with operational leaders to provide financial insights, identify risks and opportunities, and support decision-making
• Support acquisition integration, including consolidated reporting, pro forma financials, and synergy tracking
• Build and maintain financial models to evaluate business performance and strategic initiatives
• Improve financial reporting processes, systems, and data integrity across ERP, BI, and Excel-based tools
• Standardize reporting workflows to improve efficiency and scalability
• Assist in implementation and enhancement of FP&A tools, EPM systems, and reporting automation
• Prepare materials for executive leadership, board reporting, and external stakeholders as needed
• Collaborate with accounting to ensure alignment between financial reporting and planning processes

Required Skills & Abilities

• Strong financial modeling, forecasting, and analytical skills
• Ability to synthesize complex data into clear, actionable insights
• Strong communication and presentation skills, including executive-level reporting
• High attention to detail and accuracy
• Strong organizational and project management capabilities
• Ability to manage multiple priorities in a fast-paced, growth-oriented environment
• Strong business acumen and cross-functional collaboration skills
• Demonstrated ability to improve processes and build scalable systems

Technical Skills

• Advanced Microsoft Excel and financial modeling
• Experience with ERP systems (e.g., Deltek or similar project-based systems)
• Experience with BI tools (e.g., Power BI)
• Familiarity with EPM tools (e.g., Adaptive Planning) preferred
• Exposure to data automation, reporting tools, or data warehousing is a plus

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• MBA, CPA, or CFA preferred
• 5–8 years of progressive experience in FP&A, corporate finance, or related roles
• Experience in a professional services, AEC, or project-based environment preferred
• Experience supporting high-growth or acquisition-driven organizations strongly preferred
• Proven experience building or improving financial reporting processes

Compensation

Base Salary: $140,000 – $155,000 annually; Bonus Opportunity

Supervision Given & Received

Reports directly to the Chief Financial Officer (CFO) and operates initially as an individual contributor. This role is expected to evolve to include management of FP&A analyst resources as the function grows, while working closely with accounting, operations, and executive leadership to support financial planning and decision-making.