Senior Manager Financial Planning Analysis

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

• 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.