Senior Manager - Financial Planning and Analysis

Duties and Responsibilities

• Own a predictable reporting rhythm (weekly/monthly/quarterly) covering revenue, margin, utilization, rate realization, pricing and client/matter profitability.
• Publish early warning dashboards and variance bridges (actual vs. budget/forecast) with root cause analysis and recommended actions.
• Drive rolling 12–18 month forecasts; scenario and sensitivity modeling for economic, rate, and volume changes.
• Deliver KPIs, narratives and visualizations
• Manage data models that standardize metrics across finance and operations.
• Create self service analytics for practice leads and managers; create certified datasets, measures, and report templates.
• Automate recurrent reporting (scheduling, alerting) to reduce cycle times and manual touchpoints.
• Establish and enforce data quality standards: definitions, validation rules, reconciliation routines.
• Partner with Technology Services to maintain secure data pipelines, access controls, and audit trails.
• Lead periodic data quality reviews (rates, arrangements, timekeeping, client/matter attributes) and remediations.
• Manage the annual budgeting process and quarterly reforecasts; set calendars, templates, assumptions, and milestones.
• Serve as the finance liaison to practice groups and administrative leaders; translate insight into action plans.
• Lead cross functional projects with defined outcomes and timelines.
• Manage and mentor FP&A analysts; set goals, review performance, and modeling/capability.
• Establish standards of work for models, decks, and dashboards to ensure consistency, accuracy, and readability.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics or related field; MBA or CPA preferred.
• 8–10+ years progressive FP&A experience, in a law firm setting and 3+ years of experience management experience.
• Demonstrated leadership of proactive reporting programs, modeling and forecast cycles.
• Advanced Excel (modeling) and business intelligence software experience.
• Experience with ERP/financial systems (e.g., Elite 3E/Enterprise, Intapp, or comparable), and data tools.
• Strong command of scenario analysis, driver based modeling, and profitability frameworks.
• Data integrity champion: meticulous validation and reconciliation.
• Storytelling with data: ability to distill complexity into clear, compelling recommendations.
• Bias for action: converts insights into prioritized initiatives with measurable impact.
• Stakeholder influence: earns trust with partners, practice leaders, and executives.
• Change leadership: designs repeatable processes and improves adoption of analytics.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field; MBA or CPA preferred.
• 8–10+ years progressive FP&A experience, in a law firm setting and 3+ years of experience management experience.
• Advanced Excel (modeling) and business intelligence software experience.
• Experience with ERP/financial systems (e.g., Elite 3E/Enterprise, Intapp, or comparable), and data tools.
• Strong command of scenario analysis, driver based modeling, and profitability frameworks.
• Data integrity champion: meticulous validation and reconciliation.
• Storytelling with data: ability to distill complexity into clear, compelling recommendations.
• Bias for action: converts insights into prioritized initiatives with measurable impact.
• Stakeholder influence: earns trust with partners, practice leaders, and executives.
• Change leadership: designs repeatable processes and improves adoption of analytics.

Skills

• Data integrity champion: meticulous validation and reconciliation.
• Storytelling with data: ability to distill complexity into clear, compelling recommendations.
• Bias for action: converts insights into prioritized initiatives with measurable impact.
• Stakeholder influence: earns trust with partners, practice leaders, and executives.
• Change leadership: designs repeatable processes and improves adoption of analytics.

Benefits

• Full comprehensive benefit plan including health care, retirement plan and paid days off, including PTO, parental leave, and short/long term disability.

Pay

• Current anticipated salary range for applicants in MN as required by applicable state laws is $140,000 - $190,000.
• Current anticipated salary range for applicants in IL as required by applicable state laws is $147,000 - 200,000.

Schedule

• Hybrid working environment.