Financial Planning and Analysis Manager

LHH; Phoenix (AZ); On-site; USD 110,000 - 140,000; Full time

Job summary

LHH in Phoenix is seeking an FP&A Manager to lead financial planning and analysis initiatives, reporting modernization, and process improvements across the business.

Reporting to the Director of Finance, you will manage two analysts, partner with executive leadership, and drive strategic financial analysis, budgeting, forecasting, and KPI development to support growth and operational efficiency.

Qualifications

• 6+ years of FP&A, financial analysis, pricing, analytics, or operational finance.
• Strong financial modeling, forecasting, and business partnering experience.
• Proven success improving financial processes, reporting structures, and operational efficiencies.
• Advanced Excel skills and experience working with large datasets.
• Prior leadership, project management, or team management experience.

Responsibilities

• Lead budgeting, forecasting, and long-range planning processes.
• Develop and enhance financial models, KPI dashboards, and management reporting.
• Drive process improvement initiatives, automation efforts, and systems optimization projects.
• Evaluate profitability, pricing strategies, utilization metrics, and operational performance.
• Partner with leadership to provide strategic financial analysis and decision support.
• Improve reporting capabilities through data visualization tools and advanced analytics.
• Collaborate with technology teams to improve data accessibility and reporting infrastructure.
• Manage and mentor a team of financial analysts while fostering professional development.
• Support growth initiatives, acquisitions, and evolving business strategies through financial analysis and planning.

Skills

Budgeting

Forecasting

Financial modeling

Team leadership

Management reporting

KPI dashboards

Data visualization

Excel mastery

Stakeholder partnering

Process improvement

Education

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field

Tools

Power BI

Tableau

SQL

Python

ERP systems

Job description

A rapidly growing professional services organization is seeking an FP&A Manager to lead financial planning and analysis initiatives, reporting modernization efforts, and process improvement projects across the business. This is a newly created leadership role driven by significant organizational growth and offers the opportunity to make a meaningful impact on financial strategy, operational efficiency, and decision support.

The organization has experienced substantial expansion in recent years and is known for its collaborative, employee-focused culture, strong retention, and long-tenured workforce. Reporting to the Director of Finance, this position will oversee a team of two analysts while partnering closely with executive leadership, operations, and technology teams.

Key Responsibilities

• Lead budgeting, forecasting, and long-range planning processes.
• Develop and enhance financial models, KPI dashboards, and management reporting.
• Drive process improvement initiatives, automation efforts, and systems optimization projects.
• Evaluate profitability, pricing strategies, utilization metrics, and operational performance.
• Partner with leadership to provide strategic financial analysis and decision support.
• Improve reporting capabilities through data visualization tools and advanced analytics.
• Collaborate with technology teams to improve data accessibility and reporting infrastructure.
• Manage and mentor a team of financial analysts while fostering professional development.
• Support growth initiatives, acquisitions, and evolving business strategies through financial analysis and planning.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 6+ years of experience in FP&A, financial analysis, pricing, analytics, or operational finance.
• Strong financial modeling, forecasting, and business partnering experience.
• Proven success improving financial processes, reporting structures, and operational efficiencies.
• Advanced Excel skills and experience working with large datasets.
• Prior leadership, project management, or team management experience.

Preferred Experience

• Professional services, legal, consulting, SaaS, or project-based business environments.
• Pricing strategy, profitability analysis, and operational analytics.
• Power BI, Tableau, SQL, Python, or similar analytical tools.
• ERP systems and complex data environments.
• Experience leveraging AI tools to improve reporting, analysis, or business processes.