Sr. Financial Analyst

Description

Position Summary

The Senior Financial Analyst is responsible for supporting financial planning, project performance analysis, and strategic decision-making within an architecture and design environment. Partners with project managers and leadership to ensure financial health of projects and the firm.

Essential Functions

• Lead financial planning and analysis (FP&A) activities including budgeting, forecasting, and variance analysis.
• Analyze project financial performance including revenue, billability, utilization rates, gross margin, and profitability.
• Prepare and present monthly, quarterly, and annual financial reports to leadership.
• Develop dashboards and KPI reporting to track firm and project-level performance.
• Conduct cost analysis, staffing models, and resource planning to improve efficiency.
• Assist with pricing strategies, fee proposals, and contract financial review.
• Improve financial systems, tools, and reporting processes.
• Ensure data integrity across financial and project management systems.
• Collaborate with accounting on month-end close and financial reconciliations.
• Support strategic initiatives including growth planning, acquisitions, or operational improvements.
• Support audits and compliance requirements.

Requirements

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 8 years of financial analysis, budgeting and forecasting experience, preferably in architecture, engineering, or professional services environment.
• Strong understanding of project-based accounting and revenue recognition.
• Advanced Excel skills (financial modeling, pivot tables, data analysis).
• Experience with financial planning tools (Vena, PowerBI or similar) and ERP/project management systems.
• Proven ability to analyze large data sets and translate insights into actionable recommendations.
• Strong communication skills with ability to present to non-financial stakeholders.
• High attention to detail and strong organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Knowledge of KPIs relevant to architecture firms (utilization, realization, backlog, multiplier).

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to grasp objects; reach with hands and arms; balance, stoop, kneel, or crouch; speak or listen. The employee must occasionally lift and/or carry up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Workplace Environment

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

While performing the duties of this job, the employee is not exposed to hazardous working conditions. The noise level in the work environment is usually moderate.

All qualified applicants will receive consideration for employment without regard to sex, race, religion, color, national origin, age, disability, veteran’s status or any classification protected by state or local law.If you need a reasonable accommodation to access the information provided on this web site, please contact Human Resources at: hr@mcmillanpazdansmith.com for further assistance.