Manager, Financial Planning & Analysis

K&L GATES; Austin (TX); On-site; USD 111,000 - 216,000; Full time

Benefits offered by this job

Medical/Prescription Coverage

Vision Insurance

401(k) Retirement Plan

Paid Time Off

Job summary

K&L Gates is seeking a Manager of Financial Planning & Analysis to lead budgeting, forecasting, reporting, and strategic FP&A support across the firm. You will partner with practice groups and administration to translate financial data into actionable insights and drive performance.

The role requires strong Excel and financial modeling skills, experience managing FP&A teams, and the ability to present complex analyses to senior leaders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
• Demonstrated FP&A experience, including budgeting, forecasting, management reporting, variance analysis, financial modeling, and strategic planning.
• Experience managing or leading finance or accounting professionals, with demonstrated ability to develop, coach, and motivate team members.
• Strong understanding of financial statements, accounting concepts, financial reporting, and the relationship between operational activity and financial performance.
• Demonstrated ability to analyze complex financial and operational information, identify key business and profitability drivers, and develop actionable recommendations.

Responsibilities

• Lead budgeting, forecasting, and financial planning activities, ensuring timely and accurate deliverables aligned with organizational objectives.
• Manage and develop FP&A staff through priority setting, coaching, performance feedback, cross training, and conducting performance evaluations.
• Analyze financial and operational performance, including revenue, productivity, utilization, inventory, expenses, and profitability, identifying key drivers, variances, risks, and opportunities.
• Serve as a strategic financial partner to Partners, Directors of Administration, Practice Group and Practice Area leadership, and functional leaders through regular financial and business reviews.
• Prepare and present management reporting and financial analyses that clearly communicate performance, business drivers, risks, opportunities, and recommended actions.

Skills

FP&A leadership

Budgeting & forecasting

Financial modeling

Variance analysis

Strategic partnering

Cross-functional collaboration

Advanced Excel

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CPA preferred

Tools

Elite planning

Axiom reporting

Oracle budgeting

Job description

Manager, Financial Planning & Analysis

Finance All Practice Areas Austin, TX, Boston, MA, Charleston, SC, Charlotte, NC, Chicago, IL, Dallas, TX, Harrisburg, PA, Houston, TX, Irvine, CA, Kansas City, MO, Los Angeles, CA, Miami, FL, Nashville, TN, New York, NY, Newark, NJ, Palo Alto, CA, Pittsburgh, PA, Portland, OR, Raleigh, NC, San Francisco, CA, Seattle, WA, Washington, DC, Wilmington, DE

At K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important and impactful work lead to the same place.

The Manager, Financial Planning & Analysis leads the firm’s planning, forecasting, reporting, and decision-support activities while managing and developing FP&A staff. The role serves as a strategic financial partner to practice, business, and administrative leadership, translating financial and operational performance into actionable insights and recommendations.

Essential Duties and Responsibilities

• Lead the firm’s budgeting, forecasting, and financial planning activities, ensuring timely and accurate deliverables aligned with organizational objectives.


• Manage and develop FP&A staff through priority setting, coaching, performance feedback, cross training, and conducting performance evaluations.


• Analyze financial and operational performance, including revenue, productivity, utilization, inventory, expenses, and profitability, identifying key drivers, variances, risks, and opportunities.


• Serve as a strategic financial partner to Partners, Directors of Administration, Practice Group and Practice Area leadership, and functional leaders through regular financial and business reviews.


• Prepare and present management reporting and financial analyses that clearly communicate performance, business drivers, risks, opportunities, and recommended actions.


• Lead budgeting and forecasting activities, incorporating business assumptions, trends, scenario modeling, and sensitivity analysis to improve forecast accuracy and support business decisions.


• Partner with Business Development and other administrative functions on business reviews, strategic initiatives, and operational decisions, including ROI analysis.


• Support workforce planning, headcount reporting, capital budgeting, financial surveys, and other ad hoc financial analyses.


• Drive improvements to FP&A processes, reporting, analytical tools, and automation to enhance efficiency, accuracy, and decision support.


• Participate in and, as appropriate, lead financial system implementations, conversions, enhancements, and reporting initiatives, including requirements gathering, testing, implementation, and user adoption.


• Collaborate across Finance and other administrative functions to align financial assumptions, reporting planning activities, and priorities.


• Develop team building through cross-training, knowledge sharing, and exposure to broader FP&A and Finance responsibilities.


• Maintain effective financial controls and support compliance with applicable firm policies, procedures, accounting requirements, and reporting standards.


• Maintain appropriate documentation of key FP&A processes, models, assumptions, procedures, and controls.


• Support special projects and other Finance priorities as needed.

Education and Professional Experience

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline, or equivalent relevant professional experience.


• Demonstrated FP&A experience, including budgeting, forecasting, management reporting, variance analysis, financial modeling, and strategic planning.


• Experience managing or leading finance or accounting professionals, with demonstrated ability to develop, coach, and motivate team members.


• Strong understanding of financial statements, accounting concepts, financial reporting, and the relationship between operational activity and financial performance.


• Demonstrated ability to analyze complex financial and operational information, identify key business and profitability drivers, and develop actionable recommendations.

Business Partnership and Leadership

• Demonstrated ability to serve as a trusted financial business partner and build effective relationships with senior leaders, practice and office leadership, Finance, Business Development, and other functional teams.


• Demonstrated ability to influence decisions through financial analysis, insight, and sound business judgment, including situations where the individual may not have direct authority.

Technical and Analytical Skills

• Advanced Microsoft Excel skills with strong financial modeling, data analysis, and presentation capabilities.


• Experience applying financial modeling, sensitivity analysis, trend analysis, scenario planning, and other forecasting techniques.


• Experience leveraging financial systems, reporting tools, large data sets, and automation to improve analysis, reporting, and FP&A processes.


• Experience participating in system implementations, enhancements, conversions, or reporting improvements.

Strong analytical, critical-thinking, and problem-solving skills with the ability to translate analysis into practical business recommendations.

Excellent written, verbal, and presentation skills, including the ability to clearly communicate financial information and recommendations to financial and non-financial audiences.

Ability to manage multiple priorities and deliverables in a deadline-driven environment while maintaining accuracy and attention to detail.

Preferred Qualifications

• MBA, advanced degree, CPA, or other relevant professional designation.


• Previous law firm, professional services, or similarly complex organizational experience.


• Experience with Elite or another enterprise financial management platform.


• Experience with Axiom reporting and Oracle budgeting applications.


• Understanding of professional-services economics, including client and matter performance, revenue, inventory, headcount, compensation, utilization, productivity, business development spending, profitability, and expense management.

Compensation Salary $111,000 - $216,000/year

The compensation salary for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors.

ABOUT THE FIRM

K&L Gates is a fully integrated global law firm with lawyers located in more than 40 offices. We have experienced dramatic growth in the past decade and now rank among the largest U.S. based law firms in the world. We take pride in constantly striving for innovation, imagination and an entrepreneurial spirit. We come up with big ideas and then roll up our sleeves to get the job done, guiding our clients through their most complex issues in a variety of industry sectors and across multiple regions of the world.

The industry recognition the firm has garnered emanates from the foundation of a global community aligned on behalf of our clients. The people at K&L Gates are committed to working together to create a legacy for each other, the firm, our clients, and the communities in which we serve. We thrive in an inclusive and socially conscious environment that embraces diversity and takes a holistic approach to the career evolution of all our professionals.

EQUAL EMPLOYMENT OPPORTUNITY

The Firm is an equal opportunity employer. It is the policy of the Firm that employment decisions shall be based on merit, qualifications and competence. Employment practices will not be influenced or affected by virtue of a person’s race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), religion, creed, color, national origin, ancestry, citizenship, physical disability, mental disability, medical condition, genetic information, marital status, sex, pregnancy, childbirth, breastfeeding, gender, parental status, gender identity, gender expression, sexual orientation, age, familial status, domestic violence victim status, military and veteran status, or any other characteristic protected by applicable federal, state, or local law. This policy governs all aspects of employment including, without limitation, recruiting, hiring, compensation, benefits, promotion, assignment, and dismissal. In addition, it is the Firm’s policy to provide an environment that is free of prohibited harassment of any kind including, without limitation, that which is based on sex, race, age, disability, ethnic background, or any other category protected by law (including the categories listed above). The Firm complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please contact [e-mail] .

BENEFITS

• Medical/Prescription Drug Coverage (including a Health Savings Account feature)


• Back-up Child/Elder Care and access to a caregiving concierge


• Wellness Program


• Vision Insurance


• 401(k) Retirement Plan and Profit Sharing


• Business Travel Accident Insurance


• Short- and Long-term Disability Protection


• Pet Insurance


• Life Insurance (including Basic, Supplemental, Spouse, Child, and Accidental Death and Dismemberment)


• Health Advocacy Services


• Paid Time Off (25-30 days per year)


• Identity Protection/Restoration and Fraud Insurance


• Parental Leave (18 weeks of which 12 are paid; short-term disability may provide additional paid time off)


• Student loan refinancing options and access to a student loan concierge service


• Paid Holidays (12)


• Addiction Resources


• Family Building Benefits


• Breast Milk Delivery and Lactation Support Services


• Flexible Spending Accounts


• Employees also may be eligible to receive bonuses and certain expense reimbursements


• Employee Assistance Program


• Professional Development and CLE Credit Opportunities


• 529 Deductions


• Relocation


• Employee Referral Program


• Critical Illness Insurance


• Hospital Indemnity Insurance


• Perks including: Technology, Entertainment, and Travel Discount Programs


• All other benefits (such as leaves of absence) required by law

Notice: We participate in E-Verify in certain Firm locations for purposes of verifying employment eligibility.

Please be advised that this position requires successful completion of a background check. In accordance with the Washington State Fair Chance Act, Los Angeles Fair Chance Ordinance, San Francisco Fair Chance Ordinance, the California Fair Chance Act, and applicable law qualified California and Washington State applicants with criminal history records will be considered. A criminal history will not categorically exclude a candidate from employment, and the Firm will consider relevant factors before making employment decisions based on criminal history information.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.