FP&A Manager - Professional Services POST NUMBER: 484593

Company: Technology – Professional Services Firm
Role: Finance Manager, Financial Planning & Analysis
Salary: $120,000 - $150,000/annually bonus 

Location: New York City (Hybrid – 3 days a week onsite)  

About the role: Our client is seeking a FP&A Manager to support financial planning, forecasting, and business performance activities across the professional services organization. This role will partner closely with operational and business leaders to provide financial insights, support decision-making, and drive planning processes related to revenue, expenses, and resource allocation.

The ideal candidate will have strong FP&A experience, a data-driven mindset, and the ability to translate business activity into meaningful financial forecasts. Experience supporting professional services, consulting, or services-based organizations with billable hours is highly valuable. Experience with revenue forecasting, specifically billable hours, is a must.

Responsibilities:

• Lead budgeting, forecasting, and long-range planning activities for assigned business functions
• Develop and maintain financial models that support business planning and resource allocation decisions
• Monitor financial performance and identify key variances, risks, and opportunities
• Support scenario planning and sensitivity analysis to assist leadership with strategic decision-making

• Partner with service delivery and operational leaders to forecast revenue and utilization trends
• Analyze workforce capacity, project activity, utilization metrics, and billable resource performance
• Develop forecasts related to billable hours, project-based revenue, backlog, and service delivery metrics
• Provide insights on revenue drivers and operational performance to support business planning

• Lead headcount planning and personnel expense forecasting activities
• Partner with business leaders to understand hiring plans, workforce needs, and organizational changes
• Monitor labor-related costs and other operating expenses, providing visibility into budget performance
• Support resource planning initiatives to ensure alignment between staffing levels and business demand

• Prepare recurring financial reports, dashboards, and management presentations
• Deliver insights on business performance, operational trends, and financial results
• Present recommendations to leadership regarding performance improvement opportunities
• Build strong relationships with stakeholders across finance, operations, and other business functions

• Identify opportunities to improve financial planning, reporting, and forecasting processes
• Enhance reporting capabilities and financial models to improve accuracy and efficiency
• Support the implementation and optimization of planning and analytics tools
• Contribute to the development of scalable FP&A processes and best practices

Experience:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 7 years of experience in FP&A, corporate finance, or a related analytical role
• Experience supporting professional services, consulting, technology services, or other labor-driven business models preferred
• Experience with revenue forecasting, workforce planning, and expense management
• Familiarity with utilization-based or billable-hour operating environments is highly desirable

• Strong financial modeling, forecasting, and analytical skills
• Experience developing revenue forecasts based on operational drivers and resource capacity
• Understanding of headcount planning, compensation expense forecasting, and workforce analytics
• Ability to transform financial and operational data into actionable business insights
• Excellent communication and stakeholder management skills
• Strong organizational skills and ability to manage multiple priorities

• Advanced Excel and financial modeling capabilities
• Experience with FP&A software, planning platforms, or business intelligence tools preferred
• Familiarity with reporting systems and large data sets