Senior Financial Planning & Analysis Analyst

Role Overview

The Sr. Analyst FP&A – Revenue supports revenue forecasting, realization, WIP, AR, margin and revenue driver analysis. This role develops recurring revenue reporting, supports budget and forecast assumptions, identifies performance trends and partners with accounting and business partnership teams on revenue close handoffs and practice-facing insights.

What You Will Do

Prepares recurring revenue, billable hours, utilization, realization, margin, WIP, AR, write-off and backlog reporting for monthly close, forecast updates and leadership review. Analyzes revenue performance by practice, segment, partner, service line and client, identifying drivers of volume, rates, mix, utilization, billing velocity, WIP aging and collection trends.

Why It Might Be a Fit

Strong analytical skills with the ability to connect revenue, utilization, realization, WIP, AR and staffing metrics to financial performance. Ability to build models, validate data, explain trends and prepare concise recommendations for finance and business leaders.

Requirements

• Bachelor’s Degree in Finance, Accounting, Business Analytics, Economics or related field.
• Four+ years of FP&A, revenue analytics, financial analysis, professional services finance or related analytical experience.
• Experience with revenue forecasting, operational metrics, variance analysis, financial modeling and management reporting.
• Experience using automation, dashboarding, data tools or AI-enabled analysis to improve revenue reporting, forecast support and recurring analytical processes.

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• Opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 401(k) savings plan & profit share as well as Firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave
• Parental leave
• Family formation benefits
• Cell phone reimbursement
• Travel rewards
• Critical illness & accident insurance
• Hospital indemnity insurance
• Legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D

Tagged as: Financial Modeling