Financial Planning & Analysis (FP&A) Manager

We are integrated critical infrastructure specialists deploying unique capabilities to rapidly solve complex challenges across nuclear, power generation, utility gas & pipelines, civil infrastructure, and process industries. Leveraging the industry’s deepest bench of technical experts, we deliver solutions to designers, operators, and emerging technology innovators, bridging the resource gap to maximize up-time, navigate unprecedented demand, and keep essential infrastructure performing.

About the role

The FP&A Manager will drive data-informed decision-making across the firm, focusing on financial planning, forecasting, budgeting, and analysis to support company management, business unit and corporate department leaders (e.g., human resources, project management), and external partners. This role requires a strong understanding of professional services economics—including utilization, realization, billable rates, project profitability, and headcount planning—to help optimize revenue, manage costs, and support strategic growth initiatives.

Responsibilities

• Financial Planning & Forecasting
  • Develop and lead the annual budgeting process and quarterly/monthly forecasting cycles across legal entities, business units, and departments
  • Develop and maintain rolling revenue and headcount forecasts tied to utilization and staffing plans
  • Partner with business unit leaders and project management to build bottoms-up revenue projections based on pipeline, backlog, and staffing
• Management Reporting & Analysis
  • Prepare monthly management reporting packages, including variance analysis (actual vs. budget/forecast) by business unit, client, and project
  • Develop standardized metrics and analyze key professional services metrics: utilization rate, realization rate, billable vs. non-billable hours, average bill rate, revenue per employee, and project margin
  • Deliver insights on project-level profitability and support pricing decisions
  • Support leadership compensation modeling and profitability-sharing analysis where applicable
• Business Partnering
  • Serve as a business partner to business unit leaders, human resources, and project management, delivering actionable insights that support decision-making
  • Support new contract/project pricing, scoping, and staffing decisions with financial modeling
  • Collaborate with business unit leaders, human resources, project management, and business development to align workforce planning with revenue targets
• Strategic Analysis & Ad Hoc Projects
  • Build financial models to evaluate new service lines, M&A opportunities, office expansions, or new hires
  • Conduct scenario planning and sensitivity analysis to support strategic decisions
  • Develop and maintain the strategic long-range plan
  • Support long-range strategic planning (3–5 year plans) in partnership with senior leadership
• Process & Systems Improvement
  • Improve forecasting accuracy and reporting efficiency through automation and standardized templates
  • Partner with business unit leaders, Project Management, and IT to enhance FP&A tools (e.g., Power BI)
  • Maintain data integrity across time-tracking, billing, and financial systems

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 3–4 years of progressive FP&A experience, ideally within a professional services environment
• Strong understanding of professional services financial drivers: utilization, realization, billable rates, WIP, and project-based revenue recognition
• Advanced Excel and financial modeling skills
• Experience with FP&A/EPM tools (e.g., Power BI)
• Excellent communication skills with the ability to translate financial data into actionable business insights for non-finance stakeholders
• Strong attention to detail and ability to manage multiple deadlines in a fast-paced environment

Qualifications

• CPA
• Experience with ERP and time-and-billing systems (e.g., NetSuite, Deltek, SAP Concur, ADP, etc.)
• Experience supporting executive-level financial reporting
• Prior experience in a matrixed organization with multiple legal entities and business units
• Ability to leverage AI tools to streamline production and analysis of data sets

Skills

• Business acumen specific to professional services economics
• Analytical and problem-solving mindset
• Executive presence and stakeholder management
• Comfort operating with ambiguity and competing priorities
• High integrity and discretion with sensitive financial and partner compensation data

Pay

The expected salary range for this role in Huntersville, NC is $90,000–$125,000 annually.

Benefits

• Competitive salary and performance-based bonus program
• Retirement benefits including Traditional 401k, Roth 401k, and employer match
• Paid time off: vacation, floating holidays, sick time, and parental leave
• Comprehensive benefits program:
  • Medical, dental, and vision insurance
  • Life Insurance and AD&D
  • Short-term and long-term disability
  • Health Savings Account with employer contribution
  • Flexible Spending Account for health care and dependent care
  • ID theft protection and credit monitoring