Demo

Financial Planning and Analysis Manager

LHH
Phoenix, AZ Full Time
POSTED ON 7/31/2026
AVAILABLE BEFORE 8/29/2026

About the Opportunity

A rapidly growing professional services organization is seeking an FP&A Manager to lead financial planning and analysis initiatives, reporting modernization efforts, and process improvement projects across the business. This is a newly created leadership role driven by significant organizational growth and offers the opportunity to make a meaningful impact on financial strategy, operational efficiency, and decision support.


The organization has experienced substantial expansion in recent years and is known for its collaborative, employee-focused culture, strong retention, and long-tenured workforce. Reporting to the Director of Finance, this position will oversee a team of two analysts while partnering closely with executive leadership, operations, and technology teams.


Key Responsibilities

  • Lead budgeting, forecasting, and long-range planning processes.
  • Develop and enhance financial models, KPI dashboards, and management reporting.
  • Drive process improvement initiatives, automation efforts, and systems optimization projects.
  • Evaluate profitability, pricing strategies, utilization metrics, and operational performance.
  • Partner with leadership to provide strategic financial analysis and decision support.
  • Improve reporting capabilities through data visualization tools and advanced analytics.
  • Collaborate with technology teams to improve data accessibility and reporting infrastructure.
  • Manage and mentor a team of financial analysts while fostering professional development.
  • Support growth initiatives, acquisitions, and evolving business strategies through financial analysis and planning.


Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
  • 6 years of experience in FP&A, financial analysis, pricing, analytics, or operational finance.
  • Strong financial modeling, forecasting, and business partnering experience.
  • Proven success improving financial processes, reporting structures, and operational efficiencies.
  • Advanced Excel skills and experience working with large datasets.
  • Prior leadership, project management, or team management experience.


Preferred Experience

  • Professional services, legal, consulting, SaaS, or project-based business environments.
  • Pricing strategy, profitability analysis, and operational analytics.
  • Power BI, Tableau, SQL, Python, or similar analytical tools.
  • ERP systems and complex data environments.
  • Experience leveraging AI tools to improve reporting, analysis, or business processes.

Salary : $140,000 - $155,000

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