Senior FP&A Leader: Strategic Forecasting & Modeling

The Phoenix Group; Philadelphia (Philadelphia County); On-site; USD 110,000 - 140,000; Full time

Job summary

The Phoenix Group Advisors seeks a senior FP&A professional to lead modeling, forecasting, and profitability analyses for a professional services firm in the Philadelphia area. You will create complex financial models, support budgeting, and deliver executive-ready reports to drive strategic decisions.

You will partner with Finance and BI teams to leverage data, perform scenario analyses, and advise on resource allocation, pricing, and investments.

Qualifications

• Degree in business, information systems, STEM, or related field required; MBA preferred.
• 7+ years of FP&A experience in a professional services setting.
• Strong forecasting, budgeting, variance & profitability analysis, scenario modeling, cash flow analysis, and exec reporting.
• Advanced Excel and financial modeling; ability to build and explain complex models.
• Strong PowerPoint and exec presentation skills; translate analysis into concise decisions.

Responsibilities

• Build, maintain, and enhance complex financial models for revenue forecasting, cost analysis, cash flow, rate analysis, profitability, and scenario modeling.
• Develop revenue forecasts using historical trends, billing patterns, staffing assumptions, and practice group performance.
• Support analyses of lateral partner growth, compensation, staffing, expenses, profitability, and cash flow impact.
• Prepare executive-ready analyses and presentations for firm leadership and stakeholders.
• Analyze firm performance metrics: hours, rates, realization, collections, leverage, and market trends.
• Collaborate with BI and Finance to leverage financial systems, dashboards, and data.
• Translate financial data into actionable recommendations for planning, pricing, staffing, and investments.
• Conduct expense, headcount, compensation, and operating cost analyses for budgeting and forecasting.
• Support annual budgeting, forecasting, long-range planning, and FP&A processes.

Skills

Forecasting

Budgeting

Variance analysis

Cash flow analysis

Scenario modeling

Executive reporting

Excel

Power BI

SQL

Python

Tableau

Data visualization

Education

Bachelor's degree in Business/IS/STEM or related field

MBA preferred

Tools

SQL

Power BI

Tableau

Python

SSMS

Elite

Aderant

Job description

The Phoenix Group Advisors seeks a senior FP&A professional to lead modeling, forecasting, and profitability analyses for a professional services firm in the Philadelphia area. You will create complex financial models, support budgeting, and deliver executive-ready reports to drive strategic decisions.

You will partner with Finance and BI teams to leverage data, perform scenario analyses, and advise on resource allocation, pricing, and investments.