Strategic FP&A Lead — Revenue & Profitability Analytics

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

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.