Senior Finance Business Partner

About the role

The Senior Finance Business Partner serves as a high-visibility, high-impact role within the Financial Services (FS) Division's newly established Strategic Finance function. This position requires a commercially-oriented finance professional who can advise and support the business in areas related to future state financial performance.

Responsibilities

• Serve as the primary finance relationship for assigned business line leaders and market managing partners within the Accounting & Tax segment; be viewed as a trusted advisor, not a reporting function.
• Build and maintain proactive, substantive working relationships with segment and market leadership; be present in the business and engaged in strategic conversations.
• Establish and maintain close relationships with all cross-functional areas (Corporate Finance, BP&A, Marketing, HR, and Operations).
• Bring a point of view to monthly and quarterly business reviews — surface risks and opportunities proactively, and propose alternatives rather than simply presenting historical actuals.
• Improve the quality of internal and external financial data to drive business decision making and performance.
• Own the annual budget and rolling forecast process for assigned business units; responsible for building the financial model, facilitating leadership reviews, and documenting assumptions.
• Prepare and deliver monthly variance analysis and management commentary for assigned segments; explain drivers clearly and connect financial results to operational dynamics.
• Develop and maintain KPI dashboards and operational metrics tailored to the Accounting & Tax business: utilization rates, realization rates, WIP aging, collections performance, YOY impactful client gains and losses, and margin by service line.
• Build financial models to support business decisions: lateral hire ROI analysis, office profitability assessments, service line investment cases, and pricing scenario analysis.
• Partner with the Director of Strategic Finance to contribute to the division-wide budget and forecast consolidation.
• Provide direction to cross-functional units on matters involving product pricing, overhead distribution, inventory rollover, cost determination, and other financial metrics.
• Design and maintain management reporting packages for assigned business leaders; ensure reporting is clear, consistent, and decision-relevant — not just a data dump.
• Partner with the Director of Analytics to develop and leverage data tools, automated reporting feeds, and dashboards that scale insight delivery across the business.
• Identify trends, anomalies, and leading indicators in the business proactively — surfaces issues before they appear in the actuals.
• Operate as a collaborative member of the Strategic Finance team; share insights with peer FBPs and contribute to continuous improvement in the team's tools, templates, and operating model.
• Support strategy development, direction, and goal setting for the Strategic Finance function in collaboration with senior management.

Requirements

Essential Functions And Primary Duties:

• 8-10 years of progressive finance experience, with meaningful time spent in a financial planning, business finance, or management reporting capacity.
• Demonstrated experience serving as a finance business partner, FP&A manager, or internal finance advisor to non-finance business leaders.
• Strong financial modeling skills; proficiency in Excel required.
• Demonstrated ability to communicate complex financial information clearly and persuasively in both written and verbal formats.
• Experience in a professional services firm (accounting, consulting, advisory, or legal) strongly preferred; familiarity with professional services economics — utilization, realization, WIP, fee arrangements — is a significant advantage.
• Prior experience in a Finance Business Partner, Senior FP&A, or Operational Finance role within a business of comparable scale and complexity ($500M+ revenue).
• MBA or advanced degree in Finance or Business from an accredited institution.
• CPA or CFA designation is a plus but not required.
• Experience with enterprise planning and reporting tools such as Adaptive Insights, Anaplan, Workiva, Oracle PBCS, or equivalent.
• Proficiency with data visualization tools such as Power BI or Tableau.
• Familiarity with the dynamics of a publicly traded company, including quarterly reporting cadence, earnings preparation support, and investor relations considerations.
• Prior experience working within a matrix organization or multi-segment finance structure.
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
• Proper use of applicable technology.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.

Preferred Qualifications

• Experience in a professional services firm (accounting, consulting, advisory, or legal) strongly preferred; familiarity with professional services economics — utilization, realization, WIP, fee arrangements — is a significant advantage.
• Prior experience in a Finance Business Partner, Senior FP&A, or Operational Finance role within a business of comparable scale and complexity ($500M+ revenue).
• MBA or advanced degree in Finance or Business from an accredited institution.
• CPA or CFA designation is a plus but not required.
• Experience with enterprise planning and reporting tools such as Adaptive Insights, Anaplan, Workiva, Oracle PBCS, or equivalent.
• Proficiency with data visualization tools such as Power BI or Tableau.
• Familiarity with the dynamics of a publicly traded company, including quarterly reporting cadence, earnings preparation support, and investor relations considerations.
• Prior experience working within a matrix organization or multi-segment finance structure.
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
• Proper use of applicable technology.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.