Senior FP&A & Financial Operations Specialist
On-site · Richmond, Virginia, United States
Job Summary
Senior FP&A & Financial Operations Specialist partnering with Advisory practice leaders to drive financial decision-making, performance analytics, and revenue strategy across the Advisory business. Manages rolling forecasts, budgets, and integrated financial models; analyzes engagement-level profitability, geographic dispersion, and service-line economics; delivers executive reporting and dashboards; Oversees month-end close, data integrity, and scalable financial processes to support growth and operational efficiency. Combines deep financial analysis with operational discipline, spanning general ledger detail to leadership-ready insights, and collaborates across departments to inform strategic decisions. Strong emphasis on cross-functional collaboration, data storytelling for senior leadership, and continuous process improvement. This role reports to the VP of Finance and is located in Richmond, VA.
Required Qualifications
- 5-7+ years of progressive experience in FP&A, corporate finance, accounting, or a hybrid role combining both
- Strong understanding of accounting principles, financial statements, and close processes
- Advanced Excel skills; ability to build and maintain integrated financial models from the ground up
- Proficiency with core financial systems and accounting software (e.g., NetSuite, SAP, QuickBooks)
- Strong analytical and problem-solving abilities with meticulous attention to detail
- Excellent written and verbal communication skills; ability to present complex financial concepts clearly to diverse audiences
- Demonstrated ability to work collaboratively across departments and build strong relationships
- Ability to manage multiple priorities in a fast-paced, dynamic environment
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Strong ethical standards and integrity in financial reporting
- Preferred Position Requirements
- Background in professional services, including familiarity with practice-based business models, billable hour economics, and service-line profitability
- Experience with professional services organizations (PSO), consulting firms, accounting firms, or similar advisory businesses
- Experience building and maintaining dashboards in Power BI, Tableau, or similar BI tools
- Experience in a hybrid FP&A and controller/accounting operations role
- CPA certification or progress toward certification
- MBA or other advanced degree in Finance, Accounting, or Business
- Experience with revenue recognition and engagement-level profitability analysis
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