Financial Planning & Analysis (FP&A) Manager

SI Solutions, LLC•Huntersville, NC

13d•$90,000 - $125,000•Onsite

About The Position

We are integrated critical infrastructure specialists deploying unique capabilities to rapidly solve complex challenges across nuclear, power generation, utility gas & pipelines, civil infrastructure, and process industries. Leveraging the industry’s deepest bench of technical experts, we deliver solutions to designers, operators, and emerging technology innovators, bridging the resource gap to maximize up-time, navigate unprecedented demand, and keep essential infrastructure performing. We are seeking an experienced FP&A professional to join our team and help drive data-informed decision-making across the firm. The FP&A Manager will be responsible for financial planning, forecasting, budgeting, and analysis in support of company management, business unit and corporate department leaders (e.g., human resources, project management, etc.), and external partners. This role requires a strong understanding of professional services economics – including utilization, realization, billable rates, project profitability, and headcount planning – to help the firm optimize revenue, manage costs, and support strategic growth initiatives.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field
3–4 years of progressive FP&A experience, ideally within a professional services environment
Strong understanding of professional services financial drivers: utilization, realization, billable rates, WIP, and project-based revenue recognition
Advanced Excel and financial modeling skills
Experience with FP&A/EPM tools (e.g., Power BI)
Excellent communication skills with the ability to translate financial data into actionable business insights for non-finance stakeholders
Strong attention to detail and ability to manage multiple deadlines in a fast-paced environment

Nice To Haves

CPA
Experience with ERP and time-and-billing systems (e.g., NetSuite, Deltek, SAP Concur, ADP, etc.)
Experience supporting executive-level financial reporting
Prior experience in a matrixed organization with multiple legal entities and business units
Ability to leverage AI tools to streamline production and analysis of data sets

Responsibilities

Develop and lead the annual budgeting process and quarterly/monthly forecasting cycles across legal entities, business units, and departments
Develop and maintain rolling revenue and headcount forecasts tied to utilization and staffing plans
Partner with business unit leaders and project management department to build bottoms-up revenue projections based on pipeline, backlog, and staffing
Prepare monthly management reporting packages, including variance analysis (actual vs. budget/forecast) by business unit, client, and project
Develop standardized metrics and then analyze those key professional services metrics – utilization rate, realization rate, billable vs. non-billable hours, average bill rate, revenue per employee, and project margin
Deliver insights on project-level profitability and support pricing decisions
Support leadership compensation modeling and profitability-sharing analysis where applicable
Serve as a business partner to business unit leaders, human resources, and project management, delivering actionable insights that support decision-making
Support new contract/project pricing, scoping, and staffing decisions with financial modeling
Collaborate with business unit leaders, human resources, project management, and business development to align workforce planning with revenue targets
Build financial models to evaluate new service lines, M&A opportunities, office expansions, or new hires
Conduct scenario planning and sensitivity analysis to support strategic decisions
Develop and maintain the strategic long range plan
Support long-range strategic planning (3–5 year plans) in partnership with senior leadership
Improve forecasting accuracy and reporting efficiency through automation and standardized templates
Partner with business unit leaders, Project Management, and IT to enhance FP&A tools (e.g., Power BI)
Maintain data integrity across time-tracking, billing, and financial systems