Senior Manager Financial Planning Analysis

The Phoenix Group; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

The Phoenix Group Advisors in New York seeks a senior FP&A professional to build and refine complex financial models for revenue, cost, and cash flow forecasting. You will translate data into actionable insights for leadership and business units.

You will collaborate with BI and Finance teams, manage budgeting cycles, long-range planning, and ad hoc analyses, delivering executive-ready presentations and strategic recommendations.

Qualifications

• 7+ years of FP&A experience in professional services.
• Advanced Excel and financial modeling skills.
• Strong PowerPoint and executive presentation skills.
• Experience with large datasets; familiarity with SQL, Power BI, Tableau, Python, SSMS, Elite, Aderant.

Responsibilities

• Build, maintain, and enhance financial models for revenue forecasting, cost analysis, cash flow planning, rate analysis, profitability, and scenario modeling.
• Develop revenue forecasts using historical trends, billing and collections patterns, and staffing assumptions.
• Support analyses for lateral growth, staffing, profitability, cash flow impact, and sensitivity scenarios.
• Prepare executive-ready analyses and presentations for firm leadership and stakeholders.
• Analyze metrics including hours, demand, rates, realization, collections, leverage, client profitability, and market trends.
• Collaborate with BI and Finance teams to leverage data and apply independent judgment.
• Translate data into actionable recommendations for planning, pricing, staffing, investments.
• Conduct expense, headcount, compensation, and operating cost analyses to support budgeting and forecasting.
• Support annual budgeting, forecasting, long-range planning, and FP&A processes.
• Respond to senior leadership requests with data-driven findings.
• Benchmark performance against internal and external data to identify risks and opportunities.
• Collaborate in a cross-functional team and drive analyses to completion.

Skills

Financial modeling

Forecasting

Budgeting

Executive reporting

Excel proficiency

PowerPoint

SQL

Power BI

Tableau

Python

Team collaboration

Education

Bachelor's degree in business/information systems/STEM

MBA preferred

Tools

SQL

Power BI

Tableau

Python

SSMS

Elite

Aderant

Job description

• Build, maintain, and enhance complex financial models supporting revenue forecasting, cost analysis, cash flow planning, rate analysis, profitability, and strategic scenario modeling.
• Develop revenue forecasts using historical trends, billing and collections patterns, matter activity, staffing assumptions, practice group performance, and other key business drivers.
• Support lateral partner, lateral group, and strategic growth analyses, modeling revenue, compensation, staffing, expenses, profitability, cash flow impact, and sensitivity scenarios.
• Prepare executive-ready financial analyses and presentations for firm leadership, practice group and office leaders, and administrative stakeholders.
• Analyze key law firm performance metrics, including hours, demand, rates, realization, collections, leverage, matter economics, client profitability, practice performance, office performance, and market trends.
• Partner with Business Intelligence and Finance teams to leverage financial systems, dashboards, and data while applying independent financial judgment and business insight.
• Translate complex financial and operational data into clear, actionable recommendations supporting planning, resource allocation, pricing, staffing, investments, and strategic decisions.
• Conduct expense, headcount, compensation, and operating cost analyses to support budgeting, forecasting, variance analysis, and management decision-making.
• Support annual budgeting, periodic forecasting, long-range planning, and recurring FP&A processes, including modeling, assumption development, analysis, and leadership presentations.
• Respond to sensitive and time-sensitive ad hoc requests from senior leadership by defining business questions, gathering relevant data, developing analyses, and communicating findings.
• Benchmark firm, practice, office, client, and matter performance against internal trends and available external market data to identify risks and opportunities.
• Collaborate within a hands-on, cross-functional team environment, contributing financial expertise and analytical support without relying on formal management authority.

Qualifications

• Bachelor’s degree in Business, Information Systems, STEM, or a related field required; MBA preferred.
• 7+ years of FP&A experience within a professional services environment.
• Strong experience with forecasting, budgeting, variance and profitability analysis, scenario modeling, cash flow analysis, and executive financial reporting.
• Advanced Excel and financial modeling skills, with the ability to independently build, maintain, and explain complex models.
• Strong PowerPoint and executive presentation skills, with the ability to turn complex financial analysis into concise, decision-ready presentations.
• Experience working with large and complex datasets; familiarity with SQL, Power BI, Tableau, Python, SSMS, Elite, Aderant, or similar financial and business intelligence systems preferred.
• Excellent written and verbal communication skills with the ability to present effectively to audiences at all levels.
• Strong organizational and time-management skills with the ability to manage multiple priorities and meet tight deadlines.
• Ability to handle sensitive and confidential financial information with discretion.
• Self-motivated, adaptable, and resourceful with the ability to overcome obstacles and develop solutions independently.
• Strong interpersonal and collaboration skills with the ability to build relationships and influence stakeholders across the organization.
• Demonstrated ability to lead projects and workstreams, influence stakeholders, and drive analyses through completion in a collaborative environment.
• Strong research, facilitation, problem-solving, analytical, and critical-thinking skills.
• Highly detail-oriented with strong presentation, organizational, and multitasking abilities.
• Ability to work effectively under pressure and adapt to changing priorities.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.