Senior FP&A Manager: Strategic Forecasting & Planning

The Phoenix Group®; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

The Phoenix Group Advisors is seeking an experienced FP&A professional to lead advanced financial modeling, forecasting, and executive reporting in a fast-paced professional services environment.

You will partner with Finance and BI teams to analyze profitability, cash flow, and performance drivers, translating data into strategic recommendations for budgeting, pricing, staffing, and investments.

Qualifications

• Bachelor’s degree in Business, Information Systems, STEM, or related field; MBA preferred.
• 7+ years of FP&A experience in a professional services environment.
• Advanced Excel and financial modeling skills with the ability to independently build, maintain, and explain complex models.
• Strong PowerPoint and executive presentation skills for concise, decision-ready narratives.

Responsibilities

• Build, maintain, and enhance complex financial models for forecasting, cost analysis, cash flow planning, rate analysis, profitability, and scenario modeling.
• Develop revenue forecasts using historical trends, billing and collections patterns, matter activity, staffing assumptions, and practice group performance.
• Support analyses of lateral partner growth, revenue, compensation, staffing, expenses, profitability, and cash flow.
• Prepare executive-ready analyses and presentations for firm leadership and administrative stakeholders.
• Analyze key performance metrics across hours, demand, rates, realization, collections, leverage, and profitability.
• Collaborate with BI and Finance to leverage data and provide actionable financial insight.
• Translate data into recommendations for planning, pricing, staffing, investments and strategic decisions.
• Conduct expense, headcount, compensation, and cost analyses to support budgeting and forecasting.
• Support annual budgeting, forecasting, long-range planning, and FP&A processes.
• Respond to senior leadership requests by defining questions, gathering data, and communicating findings.
• Benchmark performance against internal trends and external market data to identify risks and opportunities.
• Collaborate in a hands-on team environment providing financial expertise without formal authority.

Skills

Forecasting

Budgeting

Variance analysis

Scenario modeling

Executive reporting

Excel modeling

PowerPoint

SQL

Power BI

Tableau

Python

SSMS

Elite

Aderant

Data analysis

Communication

Leadership

Time management

Education

Bachelor's degree

MBA

Tools

SQL

Tableau

Power BI

SSMS

Elite

Aderant

Job description

The Phoenix Group Advisors is seeking an experienced FP&A professional to lead advanced financial modeling, forecasting, and executive reporting in a fast-paced professional services environment.

You will partner with Finance and BI teams to analyze profitability, cash flow, and performance drivers, translating data into strategic recommendations for budgeting, pricing, staffing, and investments.