Name
Financial Planning & Analysis Senior Manager of Budgeting & Forecasting
Posting Title
Financial Planning & Analysis Senior Manager of Budgeting & Forecasting
Date Published
Friday, January 23, 2026
Job Category
Internal Firm Services
Advertised Location
US-MO-Springfield, US-NC-Charlotte, US-NC-Charlotte, US-NC-Raleigh
Description & Requirements
The FP&A Senior Manager of Budgeting and Forecasting plans, trains, communicates, supports, executes, and reports-out on the Firm's annual Financial Budgeting Process. Key skills include knowledge of accounting principles, budgeting, forecasting, variance analysis, financial data management, communication, training, use and design of budgeting/planning tools and confidentiality. The Senior Manager Budgeting & Forecasting should be familiar with firm's organizational structure, strategy, and demonstrate strong organizational and time management abilities.
What You Will Do:
- Design, Maintain and Execute Annual Budget Project Plan
- Prepare and Manage Annual Budget Timeline
- Maintain Budget SharePoint Site for users
- Implement changes in management organizational structure into Budget Process.
- Prepare and distribute Budget communications: Timeline, Milestones, Reminders, Finalization
- Design, Test and Validate all Budget Integrations from supporting Human Resources, Practice Management, Financial Support systems.
- Manage development of current year forecast, validate assumptions, calculations and inputs.
- Revenue Planning - Develop and Design Budgeting Model for Revenues aligned to Practice Structure. Test and validate all modeling calculations, identify support needs and work with firm leadership to prepare revenue assumptions.
- People and Production Planning - Design budgeting model for compensation cost and billable hours. Test and validate all model calculations. Identify and support assumptions. Validate all model outputs for Final Budget.
- Expense Planning - Provide Budget users supporting data for operating expense estimates. Develop inputs for various controlled expenses.
- Coordinate Firmwide Budget Estimates for Partner Benefits, Technology, Facilities, Insurance and Employee Training Costs.
- Prepare Budget Training Materials: 'How to' Guides, 'How to' Videos, Prepare and Host 'What's New' webinars, Prepare Detail Step by Step Budget Training courses. Host all training materials on Budget SharePoint Site.
- Develop National and Regional Overhead Assumptions, Test and validate Budget Outputs
- Identify Budget Risks and Opportunities and Reserves.
- Develop transfer pricing assumptions and maintain inventory of transfer pricing adjustments.
- Work Closely with Partners and Budget Subject Matter Experts on the preparation of their Budget.
- Reporting - Design, Validate and Test Budget Reports. Prepare ad hoc and custom budget reporting as requested.
- Design, Test and Validate Budget Analytics and Key Performance Indicators.
- Prepare Budget Presentation for Review and Approval by Senior Leadership and Governing Board
- Continuous Review of Budget Process throughout the year developing a process of continuous improvement, including commentary on budget variances and process changes.
- Collaborate and consult with Performance and Partner Operations team in National Office on timing, results, structure and budget adjustments.
- These responsibilities involve significant independent judgment, analytical skills, and discretion, aligning this position with the requirements for an exempt role under applicable guidelines.
- Research key transactions or inquiries in surrounding practice management.
- Research key transactions in accounting solution for current and future budget implications
Minimum Qualifications:
- Bachelor's degree in a related field, Master's degree preferred
- 10+ years of related experience
#LI-SGF, #LI-CLTSP, #LI-CLTU
|
Forvis Mazars, LLP
Jan 30, 2026