Financial Planning and Analysis Manager

Company: Smith
Location: Greenville
Posted on: April 1, 2026

Job Description:

The FP&A Manager is a strategic leader overseeing the firm's financial planning and analysis activities, understanding the architecture industry's unique financial and operational dynamics. This role is responsible for driving budgeting, forecasting, and performance analysis while providing strategic insights and recommendations to senior management. The FP&A Manager collaborates with cross-functional teams and ensures that financial strategies align with the firm's growth and operational goals. Responsibilities: Financial Planning and Strategy: · Lead the development and execution of the firm's comprehensive annual budget, ensuring alignment with both short-term objectives and long-term goals. · Establish and refine long-term financial plans to guide the firm’s strategy, incorporating market trends, firm-specific data, and economic forecasts. · Design and implement scenario planning techniques, creating detailed models to predict outcomes and assess the potential impact of various strategic decisions. Budgeting and Forecasting: · Partner with senior leaders across practice areas and business functions to develop precise project budgets and forecasts that reflect organizational priorities. · Create tools and processes to continuously monitor budget-to-actual performance and identify opportunities for efficiency improvements. · Develop dynamic forecasting methods that adapt to changing market conditions and organizational needs. Performance Analysis: · Conduct detailed analyses of firm-wide profitability to identify financial strengths and areas for improvement. · Create performance dashboards and key performance indicator (KPI) metrics to provide real-time insights to senior leadership. · Lead quarterly and annual performance reviews, delivering actionable recommendations to optimize profitability and efficiency. · Perform risk analysis to identify potential vulnerabilities and recommend mitigation strategies. Reporting and Insights: · Produce in-depth financial and operational reports, utilizing data visualization tools to convey complex information in a clear and impactful way. · Present findings and strategic recommendations to senior management, fostering informed decision-making at the executive level. · Ensure accuracy and timeliness in all reporting activities, adhering to both internal standards and external compliance requirements. Team Leadership: · Recruit, train, and develop a high-performing FP&A team, ensuring each member is equipped with the skills and resources to excel. · Set clear performance goals and establish a regular feedback mechanism to promote professional growth and accountability. · Foster a collaborative team environment, encouraging knowledge sharing and innovation in solving financial challenges. Process Improvement: · Continuously review and enhance financial planning processes, implementing industry best practices and leveraging new technologies. · Develop standardized templates and tools to streamline reporting, forecasting, and budget preparation. · Monitor industry trends and innovations to maintain a competitive edge in financial planning and analysis. · Stay informed of changes in financial regulations and accounting standards to maintain compliance and mitigate risk. · Perform other duties as directed by the Director of Finance. Requirements · Bachelor’s degree in Finance, Accounting, Business Administration, or related field; Master’s degree or relevant certification (CFA, CMA, MBA) strongly preferred. Minimum of 7-12 years of experience · Expertise in advanced financial modeling, data analysis, and the use of visualization tools (e.g., Microsoft Excel, Vena or equivalent, Power BI, Tableau). · Strong analytical and strategic thinking skills, with the ability to translate complex data into actionable insights. · Excellent communication and interpersonal skills, with experience presenting to senior management and stakeholders. · Detail-oriented and organized, with a proven ability to manage multiple projects and deadlines in a fast-paced environment. · Thorough knowledge of accounting principles, financial regulations, and industry best practices. · Experience working within professional services project-based environments is required. Preferred Qualifications · Familiarity with architecture industry dynamics, including project lifecycles, billing structures, and cost management, is highly advantageous. · Experience in private equity backed, acquisitive environments requiring pro-forma reporting for acquisitions. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to grasp objects; reach with hands and arms; balance, stop, kneel, or crouch; speak or listen. The employee must occasionally lift and/or carry up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. While performing the duties of this job, the employee is not exposed to hazardous working conditions. The noise level in the work environment is usually moderate. Position Adaptability Statement This job description was created in January 2025 to reflect the current needs of the firm. As the organization evolves, the duties and responsibilities associated with this position may be adjusted to accommodate changes in the firm's growth, strategic priorities, or business needs. The percentage of responsibilities may also shift over time to align with these developments. The firm reserves the right to modify the role as necessary. McMillan Pazdan Smith Architecture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age (40 or older), disability or genetics. In addition to federal law requirements, McMillan Pazdan Smith Architecture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment. Applicants also have rights under the following Federal Employment Laws: Family and Medical Leave Act (FMLA) , Equal Employment Opportunity (EEO) , Employee Polygraph Protection Act (EPPA) .

Keywords: Smith, Augusta , Financial Planning and Analysis Manager, Accounting, Auditing , Greenville, Georgia