Job Description:
• Establish foundational FP&A processes, systems, and reporting frameworks from the ground up
• Create standardized monthly and quarterly reporting packages for executive leadership team
• Develop and oversee the budgeting processes for all business lines and operating functions, ensuring efficient resource allocation
• Build and enhance financial models to support scenario analysis, anticipate future business and financial trends, and inform decision-making
• Build relationships with practice and operations leaders to become a trusted business partner; gather and synthesize input for financial plans and projections
• Partner with the leadership team to translate strategic plans into actionable budgets and key performance indicators (KPIs)
• Monitor firm performance, spot trends, identify risks and opportunities, and recommend actions to drive results
• Identify and help mitigate financial risks associated with operations and client engagements
• Develop and analyze pricing models to help drive pricing strategies that reflect the value of services, align with market trends, meet client needs, and ensure profitability
• Implement and monitor internal controls to safeguard assets and ensure accurate financial reporting
• Assess and implement advanced reporting and business intelligence tools to enhance performance measurement and transparency
• Proactively support digital transformation projects to help modernize processes and technologies within the finance function and across the firm, including evaluating opportunities for automation and AI deployment
• Support M&A activities, including due diligence, deal structuring, and post-merger integration
• Improve financial literacy across the organization through training and ongoing engagement with non-finance Porters
• Develop recommendations for future FP&A team structure and staffing needs as the firm scales
• Help build a culture of analytical rigor and data-driven decision-making across the organization
Requirements:
• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field
• MBA or CFA is a plus
• 6-10 years of progressive FP&A experience, including 2-4 years in a leadership role
• Prior professional services or law firm experience is a plus
• Demonstrated experience establishing or significantly revamping budgeting and forecasting processes
• Advanced skills in Excel and financial modeling
• Proficiency with financial systems/ERP software and BI platforms (e.g., Power BI)
• Experience integrating data across multiple platforms required
• Familiarity with Salesforce-based systems is a strong plus (Litify, Accounting Seed)
Benefits:
• Competitive compensation
• Health/dental/vision/life insurance benefits
• 401(k)-retirement savings plan with employer-matching
• Generous paid-time-off policy
• People-centered workplace policies and flexible work schedules, including remote work opportunities
• Casual attire
• Plenty of free food
• Regular opportunities for exposure to international cuisine and culture