FP&A Manager
Location: Virtual
Reports To: Chief Financial Officer
Position Summary
The FP&A Manager leads the firm's financial planning, forecasting, reporting, and performance analytics functions. This role partners closely with executive leadership, sector leaders, and operational teams to provide insights that improve profitability, utilization, growth, and overall business performance.
Reporting to the CFO, the FP&A Manager will oversee budgeting and forecasting processes, develop financial models and dashboards, lead management reporting, and manage one Financial Analyst.
Key Responsibilities
- Lead annual budgeting and rolling forecasting processes.
- Develop financial models and analyses to support strategic decisions.
- Partner with operational leaders to improve profitability, utilization, and resource planning.
- Own monthly management reporting, executive dashboards, and KPI tracking.
- Provide insights and recommendations to senior leadership.
- Support ESOP-related financial planning and value creation initiatives.
- Lead special projects including growth planning, business case analysis, and operational performance reviews.
- Manage, mentor, and develop a Financial Analyst.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 7+ years of FP&A, corporate finance, or related experience.
- Experience supporting executive-level decision-making.
- Strong financial modeling, forecasting, and analytical skills.
- Advanced Excel proficiency and experience with BI/reporting tools.
- Professional services, consulting, engineering, architecture, or project-based industry experience preferred.
- Previous people leadership or mentoring experience preferred.
- MBA, CPA, CFA, or other advanced credential is a plus.
Preferred Technology Experience
- Power BI
- Deltek Vision or Vantagepoint
- Microsoft Dynamics 365 Finance & Operations
- Adaptive Planning
- Microsoft Fabric
- SQL and data analytics tools
What You'll Bring
- Strategic mindset and strong business acumen
- Excellent communication and presentation skills
- Ability to influence and collaborate across a matrixed organization
- A data-driven approach to problem solving
- Passion for helping leaders make better business decisions
Bachelor's degree in Finance, Accounting, Economics or related field; 7+ years FP&A or corporate finance experience; advanced Excel and BI/reporting tools; professional services industry experience preferred; MBA, CPA, CFA a plus.
Key Responsibilities
- leading budgeting processes
- developing financial models
- managing financial analyst
Skills & Tools
Microsoft Excel, Power BI, Deltek Vision, Deltek Vantagepoint, Microsoft Dynamics 365 Finance & Operations, Adaptive Planning, Microsoft Fabric, SQL
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About HFA
A professional services firm providing financial planning and performance analytics. — Industry: Consulting Services