Overview
We are seeking an analytical, detail-oriented FP&A professional to support financial planning, forecasting, reporting, and strategic analysis for our professional services organization. The ideal candidate has experience working in people-driven, project-based environments with a focus on revenue forecasting, utilization analysis, and profitability measurement.
Key Responsibilities
1. Financial Planning & Forecasting
- Work with the CFO to Build and refine financial models for revenue, cost, utilization, margins, and operating expenses.
- Lead annual budgeting and quarterly forecasting cycles.
- Update and compile monthly reporting package
- Compile and update quarterly Board Materials
- Collaborate with Sales and Delivery leaders to understand pipeline, bill rates, staffing plans, and project profitability.
2. Revenue & Margin Analysis
- Track and forecast revenue by service line, client, and project.
- Analyze realization rates, bill rates, discounting, and subcontracting impacts.
- Monitor gross margin and contribution margin at project, team, and practice level.
3. Workforce & Utilization Analytics
- Assist in implementing a new General Ledger in 2026
- Analyze consultant utilization, bench time, capacity planning, and hiring requirements.
- Provide insights to improve delivery efficiency and resource allocation.
- Support workforce planning with scenario modelling (e.g., hiring vs subcontracting).
4. Operating Expense Management
- Track actual vs budget spending for all cost centers.
- Support cost optimization initiatives across overheads, admin functions, and delivery teams.
- Prepare monthly variance analysis with business commentary.
5. Management Reporting
- Prepare monthly MIS reports, dashboards, and executive presentations.
- Track KPIs: utilization %, revenue per consultant, project margins, pipeline-to-revenue conversion, DSO, SG&A ratios, EBITDA.
- Work closely with accounting for month-end close and accruals review.
6. Business Partnering
- Act as the finance partner to leadership across delivery, sales, HR, and operations.
- Provide commercial support for proposals, pricing, contract renewals, and rate cards.
- Evaluate business cases, new services, geographies, and large client opportunities.
7. Tools, Systems & Process Improvement
- Work with systems such as Excel, Power BI/Tableau, ERP (NetSuite, SAP, Oracle, Microsoft Dynamics), PSA tools (Workday, OpenAir, Mavenlink).
- Improve reporting automation and standardization.
- Drive data quality and streamline financial processes.
Qualifications
- Bachelor's in Finance, Accounting, Commerce, Economics; MBA/CA/CMA preferred.
- 10+ years of FP&A experience, ideally in a professional services / consulting / IT services / audit / legal environment.
- Strong financial modelling, Excel, and data visualization skills.
- Strong Grasp of US GAAP accounting and M&A transaction accounting
- Ability to work with senior stakeholders and influence decisions.
- Strong analytical, problem-solving, and communication skills.
