Financial Planning & Analysis Senior Manager of Budgeting & Forecasting

Requisition Number2236327 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 :

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With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and / or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.