Strategic Regional Finance Manager

Overview

This role is seeking a hands-on, highly strategic Regional Finance Manager to serve as the embedded financial partner to regional leadership for the Central region. The position reports directly to the Director, Corporate FP&A and provides direct, hands-on ownership and accountability for financial planning, reporting, analysis, and related support.

The ideal candidate has deep FP&A experience in multi-entity or PE-backed environments and thrives in ambiguity—comfortable both shaping strategic recommendations for leadership and digging into underlying data to identify drivers of performance.

Responsibilities

Business Performance Reporting for the Region (35%)

• Build fluency in the region’s operating environment across every level, from consolidated business performance to individual office economics, to ensure recommendations are grounded in operating reality.
• Own the region’s financial performance narrative by delivering monthly and quarterly reporting packages that surface the “so what,” not only variances.
• Define, track, and continuously refine a KPI framework across revenue, margins, utilization, realization, and client profitability.
• Understand variances versus plan and prior year results; build early warning systems and leading indicators to provide a forward-looking view before issues become trends.
• Investigate underlying drivers behind performance by digging into data to identify root cause.
• Translate complex, sometimes messy financial and operational data into clear, insightful narratives leadership can act on quickly.
• Drive the annual budget, multi-year long-range plan, and rolling quarterly forecasts for the region, owning work from build through presentation.

Regional Financial Leadership & Support (35%)

• Serve as the primary embedded financial partner to regional leadership, providing proactive support across growth initiatives, operational performance, and day-to-day decision-making.
• Own follow-through on recommendations by tracking actions from analysis through completion.
• Act as a trusted sounding board to regional leadership, offering an independent, well-reasoned point of view on strategic and operational questions.
• Perform ad hoc analysis as directed by the Regional leadership team to support decisions that drive business performance.
• Develop and stress-test scenario models to evaluate strategic alternatives, growth investments, M&A targets, and market expansion opportunities.
• Shape investment decisions, resource allocation, and operational strategy through rigorous analysis and confident, well-supported recommendations.

Business Partnering (15%)

• Act as a trusted embedded partner to firm and regional leaders, translating operational realities into financial projections and bridging strategy and execution.
• Support financial diligence, integration modeling, special projects, ad hoc analysis, and synergy tracking for regional acquisitions, onboarding activity, and broader growth strategies.
• Collaborate cross-functionally and with other regional teams to keep financial planning grounded in operating reality.

Systems, Automation & Process Excellence (15%)

• Continuously improve regional FP&A infrastructure, forecasting cadence, reporting templates, data pipelines, and BI dashboards to enable faster, more scalable insight.
• Champion self-service analytics by building automation and performance dashboards that provide real-time visibility into financial performance for firm and regional leaders.
• Partner with Corporate FP&A and Finance Systems teams to drive consistency in planning tools, data definitions, and reporting standards across the platform.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• MBA or CPA strongly preferred.
• 6+ years of progressive FP&A or corporate finance experience, including meaningful time operating in a hands-on, business-partnering capacity rather than a purely analytical role.
• Background in professional services, PE-backed platforms, or multi-entity/multi-location businesses required.

Technical Skills

• Expert-level financial modeling; able to build dynamic, audit-ready models from scratch.
• Hands-on experience with ERP and planning systems (NetSuite, Workday Adaptive, SAP, Anaplan, or equivalent) and BI tools (Power BI, Tableau, or Databricks).
• Strong command of GAAP, financial statement drivers, and operational metrics that matter in services businesses.

People Skills

• Executive presence and the ability to translate complex financial and operational issues into a clear, cohesive story for both leadership meetings and one-on-one working sessions.
• Strong problem-solving instincts; comfortable digging into ambiguous or messy situations to identify root cause.
• Proven ability to influence without authority and build credibility with senior stakeholders through insight quality and follow-through.
• Highly organized with the discipline to manage competing priorities in a fast-paced, high-growth environment.
• Collaborative, low-ego team orientation and strong investment in the regional leadership team’s success.

Travel & Work Environment

• Member firm-facing role requiring travel.
• Expected travel approximately 30–40% of the time, including regular visits to member firms across the region to support business partnering, onboarding, and M&A integration.
• Travel schedule varies by quarter based on business needs.

Preferred Qualifications

• MBA or CPA

Compensation & Benefits

• Total rewards include base salary and benefits.
• Salary ranges are competitive within the accounting industry and are updated regularly using reliable compensation survey data.
• New hire offers are made based on candidate experience, expertise, geographic location, and internal pay equity relative to peers.

Benefits include:

• Health, dental, and vision insurance (options for fully paid employee-only coverage for health and dental)
• Company-paid life and long-term & short-term disability insurance
• Ancillary benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Location

Candidates must be based in the Central or West region. Proximity to the region’s firms is required to support regular in-person visits and office-level detail work.