Identify risks and opportunities and deliver clear, actionable recommendations to leadership based on operational and financial analysis of the business
Perform detailed variance analysis, KPI tracking, and trend analysis to assess business performance and identify improvements
Lead monthly revenue, pipeline, and staffing forecasts with a focus on accuracy, scalability, and insight
Partner with central FP&A on budgeting, forecasting, and periodic financial analysis
Develop and maintain service and engagement‑level costing and profitability models
Analyze client and engagement profitability to support margin optimization initiatives
Monitor market and industry trends to inform planning assumptions and long‑term strategy
Prepare executive‑level reports, dashboards, and presentations for senior leadership
Translate complex financial and operational data into clear strategic narratives
Support BU leadership in budget, forecast, and strategic planning discussions
Collaborate with BU Operations, Resource Management, and firmwide Finance and Operations teams
Design and implement process improvements that enhance efficiency, accuracy, and insight
Support special strategic initiatives and cross‑functional projects as needed
Foster a collaborative, high‑performance environment focused on quality insights and strong client outcomes
Lead with curiosity, accountability, and a continuous‑improvement mindset
Requirements
Bachelor’s degree in Finance, Accounting, related major or equivalent work experience
Minimum of 8 years’ experience in strategic planning, finance, analytics, or operations
Minimum of 5 years’ experience in people leadership or senior project leadership experience
Advanced financial modeling, forecasting, and KPI analysis expertise
Proven ability to influence senior leaders through insight and data
Strong executive‑level communication and presentation skills
Strategic and critical thinking with strong execution orientation
Deep understanding of professional services business models and metrics
Exceptional analytical, problem‑solving, and attention to detail
Strong project management and prioritization skills in dynamic environments
Ability to operate effectively amid ambiguity and transformational change