Overview
This role supports revenue forecasting and revenue realization, including analysis of WIP, AR, margin, and revenue drivers. The Senior Analyst, FP&A – Revenue develops recurring revenue reporting, supports budget and forecast assumptions, identifies performance trends, and partners with accounting and business teams on revenue close handoffs and practice-facing insights.
Responsibilities
- Prepare recurring revenue, billable hours, utilization, realization, margin, WIP, AR, write-off, and backlog reporting for monthly close, forecast updates, and leadership review.
- Analyze revenue performance by practice, segment, partner, service line, and client; identify drivers of volume, rates, mix, utilization, billing velocity, WIP aging, and collection trends.
- Manage add-back expense entries, validation, and reporting.
- Support revenue forecast models using operational drivers including billable hours, staffing capacity, realization, backlog, pipeline, rate changes, seasonality, and known client activity.
- Support M&A integration into budget processes and reporting, including acquired revenue mapping, budget baseline setup, reporting alignment, practice/segment coding, and forecast integration.
- Partner with accounting and billing teams on revenue close support, including WIP reserve analysis, unbilled WIP review, AR aging trends, and revenue-related reporting controls.
- Support accounting with cost center and account structures that align with business needs.
- Develop dashboards and analysis to help leaders understand revenue leakage, scope creep, write-downs, staffing mix, pricing impacts, and cash conversion risks.
- Prepare clear commentary and recommendations for FP&A, Finance Business Partnership, and leaders to support revenue planning and performance improvement actions.
Required Qualifications
- Bachelor’s Degree in Finance, Accounting, Business Analytics, Economics or related field.
- Four+ years of FP&A, revenue analytics, financial analysis, professional services finance or related analytical experience.
- Experience with revenue forecasting, operational metrics, variance analysis, financial modeling, and management reporting.
- Experience using automation, dashboarding, data tools, or AI-enabled analysis to improve revenue reporting, forecast support, and recurring analytical processes.
Skills & Abilities
- Strong analytical skills with the ability to connect revenue, utilization, realization, WIP, AR, and staffing metrics to financial performance.
- Ability to build models, validate data, explain trends, and prepare concise recommendations for finance and business leaders.
- Ability to use automation and AI-enabled tools to streamline revenue dashboards, variance explanations, WIP/AR analysis, and forecast support.
- Strong Excel, reporting, dashboarding, and systems skills, with comfort improving recurring analytical processes.
Compensation & Benefits
- Estimated base pay range: $73,000 - $98,000 (offers typically not made at the maximum). Actual salary depends on business-related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
- Annual discretionary bonus eligibility may be available, subject to participation rules and based on a variety of factors including individual and Firm performance.
- Benefits highlights include 8 health plan options (HMO & PPO), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution, and an Employee Assistance Program.
- Additional benefits include Firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share with Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards.
- Voluntary benefits may include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.
- Benefit eligibility depends on annual hours expectation, position status/level, and location.
Location
Not specified in the provided job description.
Equal Opportunity & Accommodations
- The employer is an equal opportunity/affirmative action employer and provides consideration for employment without regard to protected characteristics under federal, state, or local laws.
- Reasonable accommodations are available for people with disabilities who need assistance with the application, interview, or recruiting process.