What are the responsibilities and job description for the Manager, Financial Planning and Analysis position at Frazier & Deeter?
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grows every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Overview:
We are seeking an experienced and strategic FP&A Manager to build out the Financial Planning & Analysis (FP&A) function from the inception. This role will be responsible for developing financial processes, implementing reporting frameworks, and managing financial planning initiatives to support business growth. The FP&A Manager will also play a critical role in establishing a scalable infrastructure and hiring and leading a future team. The ideal candidate will have a strong background in system implementations and multi-entity consolidations within the professional services industry.
Key Responsibilities:
- Build and Establish FP&A Function:
- Develop and implement FP&A processes, frameworks, and best practices.
- Design and implement financial models, reporting tools, and analytics to support business needs.
- Partner with Accounting team, Shared Services and Client Facing Department leaders to integrate FP&A into overall financial strategy.
- Establish reporting structures tailored for a multi-entity professional services firm.
- Financial Planning & Reporting:
- Own the budgeting, forecasting, and long-term planning processes.
- Develop forecasting dashboards, KPI tracking, and variance analysis to provide data-driven insights.
- Develop detailed pro forma financial models to support M&A analysis and decision-making.
- Present financial insights and recommendations to the Management Team to drive strategic initiatives.
- Process & Systems Implementation:
- Identify and implement financial planning tools and software to enhance efficiency and accuracy.
- Lead system implementations and process improvements to streamline financial operations
- Establish standardized reporting and forecasting processes to support scalability.
- Drive automation and integration of financial systems across multiple entities.
- Strategic Business Partnership:
- Work cross-functionally with Shared Services and HODs to provide financial insights that drive business decisions.
- Develop and maintain financial models for scenario planning and business case evaluations.
- Support pricing, investment, and operational efficiency initiatives with robust financial analysis.
- Team Leadership & Development:
- Define and build the FP&A team, hiring and mentoring key talent as the function scales.
- Establish clear goals, responsibilities, and career development paths for the FP&A team.
- Foster a data-driven and high-performance finance culture.
Qualifications & Skills:
- Bachelor’s degree in Finance, Accounting, or a related field (MBA or CPA preferred).
- 5-8 years of experience in FP&A, financial modeling, and business analysis, preferably within the professional services industry.
- Proven track record of building or scaling FP&A functions within a growing organization.
- Strong analytical, problem-solving, and financial modeling skills.
- Extensive experience with system implementations and multi-entity consolidations.
- Experience with financial planning tools (e.g., Adaptive Insights, Anaplan, NetSuite, or similar).
- Excellent communication and presentation skills, with the ability to translate financial data into actionable insights.
- Strong leadership capabilities with experience managing or mentoring teams.
- Ability to thrive in a fast-paced, evolving environment with minimal direction.
