Senior Financial Analyst

About The Role

We’re seeking a highly analytical, driven, and detail-oriented FP&A Senior Analyst to support our growing Northeast region. In this role, you will lead financial planning, forecasting, and performance analysis to guide data-driven decision-making across multiple partner firms. You will act as a business partner to regional and firm-level leadership—delivering insights that shape investment priorities, resource allocation, and operational strategy.

This is an opportunity to join a high-growth organization and build FP&A capabilities from the ground up, influencing how we measure and manage financial performance across a multi-entity, professional services platform.

This role will report to the Manager, FP&A Business Partnering with dotted line responsibilities to the Northeast Regional team consisting of Regional Vice President, Regional Controller, Regional Growth Director, and Regional HR Business Partner.

Key Responsibilities

• Financial Planning & Forecasting
• Lead the development of annual budgets, quarterly forecasts, and long-range financial models for the Northeast region.
• Build dynamic financial models to evaluate business performance, scenario planning, and sensitivity analysis.
• Partner with firm leaders to translate strategic and operational objectives into financial plans and KPIs.

• Performance Reporting & Analysis
• Deliver monthly and quarterly financial performance reports, summarizing key trends, variances, and actionable insights.
• Track and analyze revenue, margins, utilization, and client profitability to identify opportunities for improvement.
• Provide proactive insights on financial and operational performance, including early warning indicators and growth levers.

• Business Partnering
• Serve as a trusted advisor to regional and firm-level leadership, translating financial data into operational recommendations.
• Support M&A integration efforts with post-acquisition financial modeling, performance tracking, and synergy realization.
• Collaborate cross-functionally (e.g., Operations, Talent, and Strategy) to align business priorities with financial outcomes.

• Process Improvement & Systems Enablement
• Enhance FP&A processes through automation, analytics, and standardization of financial reporting.
• Leverage BI capabilities to enable self-service dashboards and real-time performance visibility.
• Support implementation and optimization of firm management systems, financial systems, and data infrastructure to provide data insights.

• Leadership & Collaboration
• Promote a culture of financial discipline, transparency, and continuous improvement.
• Participate as a key member of the corporate FP&A team to ensure consistency in metrics, planning cycles, and reporting standards. Represent the Northeast region as a voice of the customer.

Qualifications

• Education & Experience
• Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or CPA preferred.
• 5 years of progressive experience in FP&A, corporate finance, or management reporting, ideally in professional services or multi-entity environments.
• Proven experience managing budgets, forecasts, and performance reporting for multi-location or matrixed businesses.
• M&A experience is a plus.
• Working knowledge of NetSuite, Planful, Domo, and accounting firm management systems are plusses.

• Technical Skills
• Advanced Excel and financial modeling capabilities required.
• Experience with ERP and planning systems (e.g., NetSuite, Planful, Workday Adaptive, SAP, Anaplan) and BI tools (e.g., Power BI, Tableau, Domo).
• Strong grasp of GAAP, financial statements, and operational metrics relevant to services businesses.

• Soft Skills
• Excellent communication and presentation skills, with the ability to influence senior stakeholders.
• Strategic thinker who can connect the dots between financial outcomes and business drivers.
• Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.
• Ability to travel.