Job Description

General information

Name
Financial Planning & Analysis Senior Manager of Budgeting & Forecasting
Posting Title
Financial Planning & Analysis Senior Manager of Budgeting & Forecasting
Ref #
2236327
Date Published
Friday, January 23, 2026
City
Charlotte
State
North Carolina
Country
United States
Job Category
Internal Firm Services
Advertised Location
US-MO-Springfield, US-NC-Charlotte, US-NC-Charlotte
Working time
Full Time

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

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